Tailor Asset Management

What Tailor Asset Management does

Tailor Asset Management is an independent, Paris-based asset management company (SAS) regulated by the Autorité des Marchés Financiers since June 22, 1990 under number GP90031, and a subsidiary of Groupe DLPK (which merged with APRIL in July 2024). The firm operates from 23 rue Royale in the 8th arrondissement of Paris with approximately 20 employees, of whom 7 are portfolio managers and analysts, managing over €1.25 billion in assets across 17 funds as of December 31, 2025. Its service platform spans three pillars: discretionary management (gestion sous mandat), bespoke fund creation (fonds sur-mesure), and adaptive managed-account solutions (gestion pilotée) including the Portfolio Flexi 3/4/6 risk-profiled suite and the COLBR ETF-based offering, alongside a collective fund range covering equities (Gamme Actions), asset allocation (Gamme allocations d'actifs), credit (Gamme Crédit), and employee savings (Épargne salariale). The product set is anchored by an ESG-integrated investment process with proprietary multi-thematic adaptive equity selection, 2 ISR-labeled funds, 3 Finansol-labeled funds, UN PRI signatory status, and SFDR Article 29 reporting.

The firm's revenue model is subscription/recurring through management fees on collective funds (OPCVM) and discretionary mandates, supplemented by managed-services revenue from bespoke fund creation for institutional and high-net-worth clients. Distribution is hybrid: direct institutional coverage via a dedicated investor relations team alongside a partner network of independent financial advisors (CGPs), private banking platforms, and wealth management networks in France, with employee savings distributed through corporate channels. The company has explicit geographic restrictions excluding the United States and United Kingdom. Operating geographies are limited to France and EMEA, with no current global footprint.

The firm has accumulated substantial intangible credibility through repeated external validation, including 2025 Lipper Fund Awards in both 3-year and 5-year Eurozone Small/Mid Caps categories (Tailor Actions Entrepreneurs), a 2023 Lipper Best Fixed Income Fund award (Tailor Crédit Short Duration), Quantalys Best Local Company 2022, Décideurs Magazine Forte Notoriété 2023, and selection into Mandarine Gestion's 2i Sélection fund in 2025. No revenue figure, funding history, or M&A activity is publicly disclosed; the company is privately held with no listing.

Name

Tailor Asset Management

Legal name

TAILOR ASSET MANAGEMENT

Website

https://tailor-am.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Tailor Asset Management is an independent, AMF-regulated Paris-based asset manager (subsidiary of Groupe DLPK) managing over €1.25 billion across 17 funds, serving French institutional and private clients through discretionary mandates, bespoke funds, and collective funds with an ESG-integrated, multi-thematic investment approach.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Open-End Investment Funds (52591), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Asset management services
• Discretionary portfolio management
• Collective investment funds
• Wealth management solutions
• ESG integrated investing

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Management Fees: Asset management fees charged on assets under management across collective funds (OPCVM) and discretionary mandates. The company manages over €1.25 billion in assets across 17 funds.
2. Discretionary Management Mandates: Fees from customized portfolio management services including Portfolio Flexi (3/4/6 profiles), dedicated managed accounts, and ETF-based COLBR solution.
3. Custom Fund Creation: Bespoke fund creation and management services for institutional and private clients, creating dedicated investment vehicles tailored to specific mandates.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Tailor Asset Management is an AMF-authorized independent asset manager offering three core service lines: discretionary portfolio management (gestion sous mandat), bespoke fund creation (fonds sur-mesure), and adaptive piloted management (gestion pilotée via Portfolio Flexi 3/4/6 and ETF-based COLBR). The firm manages over €1.25 billion across 17 collective funds spanning equities, multi-asset allocations, credit, and employee savings, including ISR-labeled and Finansol-labeled vehicles, distributed to institutional investors and private clients through CGPs and private banking networks.

Product overview

Tailor Asset Management operates as an independent asset management firm offering a unified platform of investment management services, combining discretionary management (gestion sous mandat), bespoke fund creation (fonds sur-mesure), and adaptive managed accounts (gestion pilotée). The collective management arm spans multiple fund product lines — Gamme Actions (equity), Gamme allocations d'actifs (multi-asset), Gamme Crédit (fixed income), and Épargne salariale (employee savings) — each containing individual named funds such as Tailor Actions USA, Tailor Actions Entrepreneurs, Tailor Actions Avenir ISR, Tailor Global Selection ISR, Tailor Allocation Réactive, Tailor Allocation Défensive, Tailor Crédit 2028, and EPARTIM Prudent. The managed account suite includes Portfolio Flexi 3/4/6 and COLBR (ETF-based). The product portfolio is anchored by an ESG-integrated investment philosophy, with several funds holding ISR and Finansol labels.

Differentiator

Problem solved

Functional benefit

Brands

• Portfolio Flexi: Piloted management solutions offered in defensive, balanced, or offensive profiles (Portfolio Flexi 3, 4, and 6)

Products and services

• Gestion sous mandat (Discretionary Portfolio Management)
• Fonds sur-mesure (Bespoke Fund Creation)
• Gestion pilotée (Adaptive Piloted Management)
• Tailor Actions USA
• Tailor Actions Entrepreneurs
• Tailor Actions Avenir ISR
• Tailor Global Selection ISR
• Tailor Allocation Réactive
• Tailor Allocation Défensive
• Tailor Crédit 2028
• EPARTIM Prudent
• Portfolio Flexi 3 (Defensive Managed Account)
• Portfolio Flexi 4 (Balanced Managed Account)
• Portfolio Flexi 6 (Offensive Managed Account)
• COLBR (ETF-based Piloted Management)

Quantifiable outcome

• Tailor Actions Entrepreneurs: +87.77% 3-year performance (3rd best PEA-eligible fund by H24 Finance)
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Mandarine Gestion (2i Sélection)coreStrategic or Co-development Partner · 1 January 2025Tailor Actions Entrepreneurs selected to join the 2i Sélection fund managed by Mandarine Gestion, representing a strategic endorsement by a leading French asset management platform and enhancing visibility among institutional investors.
• UN PRI (Principles for Responsible Investment)coreStrategic or Co-development PartnerSignatory of the UN PRI, demonstrating commitment to responsible investment principles and ESG integration in portfolio management.
• AMF (Autorité des Marchés Financiers)coreOthersRegulated by AMF since June 22, 1990 under number GP90031. The AMF authorization is fundamental to operating as a portfolio management company in France.
• DLPK GroupcoreStrategic or Co-development PartnerTailor AM is a subsidiary of the DLPK Group, a specialist in savings and asset management founded in 1994. In July 2024, APRIL and DLPK groups merged to strengthen positioning in the savings market. DLPK was awarded the Positive Company® label in January 2023.

Scale indicators9 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Lazard Frères Gestion: Major French asset manager with a broad multi-asset and equity franchise across institutional, private banking, and retail segments. Operates at much larger scale but competes for the same French institutional and CGP-distributed mandates.
• Amundi: Europe's largest asset manager, headquartered in Paris, with extensive multi-asset, equity, and ESG fund ranges distributed across all major French channels. Represents the dominant incumbent against which Tailor competes for CGP and institutional shelf space.

Direct peers

• Rouvier Valeurs: French independent asset manager specializing in conviction equity and flexible allocation funds distributed through CGPs. Closely comparable boutique model with similar AUM scale and bespoke mandate capability.
• La Financière de Champlain: French independent asset manager focused on European small/mid cap and thematic equity funds. Directly comparable — Tailor's lead equity PM Emeric Blond spent 15+ years here — overlapping investment style and client base.
• Mandarine Gestion: French independent asset manager running multi-asset and equity strategies with comparable AUM scale and CGP/private-bank distribution. Directly comparable as a Paris-based independent; notably selected Tailor Actions Entrepreneurs via the 2i Sélection fund in 2025, evidencing head-to-head positioning.
• Montségur Finance: French independent asset manager offering bespoke multi-asset and equity strategies to HNW/institutional clients via CGP networks. Directly comparable in size, product mix, and Paris-based independent positioning; former employer of Tailor's current Deputy CEO.
• Richelieu Finance: French asset manager offering managed-account solutions and a multi-asset fund range through private banking and CGP networks. Closely comparable product mix; former employer of Tailor's Deputy CEO.
• Gay-Lussac Gestion: French independent asset manager specializing in European small/mid-cap equities distributed through CGPs. Direct competitor in the same Lipper category where Tailor Actions Entrepreneurs won 2025 awards.
• Flornoy & Associés Gestion Privée: Paris-based independent wealth and asset manager offering discretionary management and tailored funds to HNW clients. Comparable size and product structure, with similar emphasis on ESG and bespoke solutions.

Emerging players

• Erasmus Gestion: Smaller French independent asset manager with a similar multi-asset and equity fund range. Comparable boutique positioning and CGP-led distribution, though at smaller AUM scale than Tailor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/haas-gestion

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tailor Asset Management