Philippe Hottinguer Group
Philippe Hottinguer Group is an independent French financial boutique operating financial advisory (M&A, financing, restructuring) and asset management services for private, institutional, and corporate clients across France and Switzerland, with ~35 professionals.
- Company typePrivate
- Founded2003
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Philippe Hottinguer Group does
Philippe Hottinguer Group is a privately held, independent French financial services boutique founded in 2003, operating through two complementary wholly-owned subsidiaries: Philippe Hottinguer Finance (financial advisory) and Philippe Hottinguer Gestion (asset management). The firm leverages the Hottinguer family's 200+ year banking heritage in Europe as a core trust signal while delivering modern advisory and investment services across France and Switzerland.
Philippe Hottinguer Finance provides M&A advisory, capital raising, financing & restructuring, and governance advisory services to companies and family groups, with a cumulative track record of 180+ M&A transactions and 300+ advised clients. Philippe Hottinguer Gestion manages three investment funds — Placeuro Abacus Discovery (Eurozone Small & Micro Caps equity), Abacus Green Deal (thematic sustainable equity), and Abacus Credit Impact (Article 9 SFDR sustainable bonds) — using active, conviction-based management supported by proprietary in-house fundamental research and the firm's Abacus ESG methodology. The asset management business serves both private/HNW clients and institutional investors, with daily NAV calculation infrastructure and distribution through platform partners including Nortia Invest, AG2R La Mondiale, and Europartner.
The firm employs approximately 35 professionals across offices in Paris, Lille, Geneva, and Fribourg. Revenue is generated through two streams: recurring asset management fees (fixed management fees of 0.65–0.75% plus 20% performance fees on AUM) and transaction-based advisory fees. The asset management arm is approved by the Autorité des Marchés Financiers (AMF) under registration GP-11000021. Geographic distribution excludes the United States and US Persons. Customer segments span private wealth clients, institutional investors, and corporate advisory clients, with no single segment visibly dominant in disclosed data.
Philippe Hottinguer Group firmographics
Firmographics- Name
- Philippe Hottinguer Group
- Legal name
- Philippe Hottinguer Groupe
- Website
- https://philippehottinguer.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Philippe Hottinguer Group is an independent French financial boutique operating financial advisory (M&A, financing, restructuring) and asset management services for private, institutional, and corporate clients across France and Switzerland, with ~35 professionals.
- Ownership category
- akta.pro rank
Philippe Hottinguer Group industry classification
Industry- Product category
- Financial Advisory and Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
- akta.pro secondary industries
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Insolvency & Turnaround Advisory (SME/Mid-Market Debtor-Side) (FSAEAFAK), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Philippe Hottinguer Group is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices5 records
Markets served
Philippe Hottinguer Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: Management fees charged on assets under management across the Abacus fund range (Abacus Discovery, Abacus Green Deal, Abacus Credit Impact), with fixed management fees ranging from 0.65-0.75% plus performance fees of 20%
- Financial Advisory Services: Advisory fees for M&A transactions, capital raising, financing, restructuring, and governance advisory services
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Abacus Credit Impact - Part I share |
| Subscription | Annual | Abacus Credit Impact - Part SI share |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Philippe Hottinguer Group product offering
Product offeringCore offering
Philippe Hottinguer Group operates two complementary business lines: Philippe Hottinguer Finance provides financial advisory services including M&A advisory, capital raising, financing & restructuring, and governance advisory to companies and family groups. Philippe Hottinguer Gestion offers tailored asset management solutions through three investment funds - Placeuro Abacus Discovery (Eurozone Small & Micro Caps equity), Abacus Green Deal (sustainable thematic equity), and Abacus Credit Impact (Article 9 SFDR sustainable impact bond fund) - alongside private management, institutional management, and collective management services.
Product overview
Philippe Hottinguer Group is an independent financial services group operating through two complementary business lines: Philippe Hottinguer Finance (Financial Advisory) and Philippe Hottinguer Gestion (Asset Management). Philippe Hottinguer Finance provides M&A advisory, financing & restructuring, and governance advisory services to companies and family groups. Philippe Hottinguer Gestion manages three investment funds under the Abacus brand: Placeuro Abacus Discovery (Eurozone Small & Micro Caps equity fund), Abacus Green Deal (sustainable thematic equity fund), and Abacus Credit Impact (Article 9 sustainable bond fund). The asset management arm also offers private management, institutional management, and collective management services to private and institutional clients.
Differentiator
Problem solved
Functional benefit
Brands
- Placeuro Abacus Discovery: Eurozone Small & Micro Caps equity fund focusing on European small and micro capitalization companies
- Abacus Green Deal
- Abacus Credit Impact
Products and services
- Philippe Hottinguer Finance Financial advisory services providing M&A advisory, financing & restructuring, and governance advisory & capital markets transactions to companies and family groups seeking strategic transaction support.
- Philippe Hottinguer Gestion Asset management services offering tailored investment solutions to private and institutional clients through active, conviction-based management built on in-house proprietary fundamental research across equities and fixed income.
- Placeuro Abacus Discovery Eurozone Small & Micro Caps equity fund focused on European small and micro capitalization companies, with particular emphasis on Southern Europe (Italy, Spain, Greece) where market inefficiencies offer favorable conditions for active management.
- Abacus Green Deal Thematic equity fund serving the sustainable investment transition, focusing on electrification, semiconductors, and energy efficiency themes benefiting from favorable structural trends.
- Abacus Credit Impact Euro-denominated bond fund classified Article 9 under SFDR, investing in bonds with environmental and/or social sustainability impacts aligned with ICMA standards including Green, Social, Sustainability, and Sustainability-Linked Bonds.
- Private Management Wealth management services providing long-term support, confidence, and transparency for private clients seeking to grow their assets and prepare for the future of their family and company.
- Institutional Management Asset allocation services for institutional clients based on an assessment of economic conditions and conjuncture.
- Collective Management Investment solutions for private and institutional investors, advising on allocation and management of assets while considering regulatory and tax constraints.
Quantifiable outcome
- Placeuro Abacus Discovery I: +4.7% in May 2026, +11.4% YTD 2026
- +2 more outcomes
Companies that use Philippe Hottinguer Group
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Philippe Hottinguer Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Philippe Hottinguer Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Crédit Industriel et Commercial (CIC)coreCIC serves as the depositary bank for Philippe Hottinguer Gestion's fund range, providing custody and regulatory oversight services for the Abacus funds.
- Nortia InvestminorNortia Invest platform provides access to Abacus Credit Impact and other PHH Gestion funds for their network of financial advisors and clients.
- AG2R La MondialeminorAG2R La Mondiale provides platform access to PHH Gestion funds for their insurance and wealth management clients.
- EuropartnerminorEuropartner distributes PHH Gestion fund products through their financial advisor network.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Philippe Hottinguer Group competitors and assessment
Company assessmentDirect peers
- Mandarine Gestion: Paris-based independent French boutique asset manager specializing in European equities (incl. small caps) and ESG-themed funds (e.g., Mandarine Global Transition). Direct competitor to PHG's Abacus Discovery/Green Deal in the conviction-driven European small-cap and sustainability space.
- La Financière de l'Échiquier: Paris-based independent French boutique AM (subsidiary of IDI) focused on conviction equity and fixed-income management with ESG integration. Comparable in size, independence, and active-fund approach to PHG Gestion.
- Dorval Asset Management: Paris-based independent French boutique asset manager with a multi-asset, conviction-based philosophy. Comparable size, clientele (private and institutional), and active fundamental approach to PHG Gestion.
- Montbleu Finance: Paris-based independent French boutique AM founded in 2010, focused on European equities and discretionary management. Similar boutique profile and client mix to PHG Gestion.
- Financière Arbevel: Paris-based independent French boutique specialized in European equities and conviction-style thematic funds, including sustainability themes. Closely comparable niche and size to PHG Gestion.
- Cambon Partners: Paris-based independent mid-market M&A advisory firm with corporate finance/capital raising focus, comparable to Philippe Hottinguer Finance's boutique transaction advisory model.
Regional players
- Ofi Invest: Paris-headquartered French multi-affiliate asset manager (formerly OFI AM) offering equity, fixed income, and ESG funds alongside private equity / real assets. Wider product set but overlapping institutional/HNW distribution footprint.
Broad incumbents
- Natixis Investment Managers: Large Paris-headquartered multi-affiliate asset manager with affiliates including Mirova (ESG), DNCA, and others; substantial institutional French/Western European distribution competing directly with PHG for mandates.
- Lazard Asset Management: Global asset management arm of Lazard offering active equity and fixed-income strategies with strong European institutional presence. Competes with PHG Gestion for institutional mandates at a much larger scale.
- DC Advisory (Daiwa Corporate Advisory): Global cross-border M&A advisor (Paris office) with mid-market transaction focus. Closely comparable in scope to PHH Finance's M&A and financing advisory practice, but at significantly larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Philippe Hottinguer Group social profiles
Digital presencePhilippe Hottinguer Group compliance and trust
Trust signalCompliance3 records
Philippe Hottinguer Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Philippe Hottinguer Group leadership team
Management profileNumber of profiles
Profiles14 records
Philippe Hottinguer Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
Philippe Hottinguer Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Philippe Hottinguer Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Philippe Hottinguer Group
What does Philippe Hottinguer Group do?
Philippe Hottinguer Group operates two complementary business lines: Philippe Hottinguer Finance provides financial advisory services including M&A advisory, capital raising, financing & restructuring, and governance advisory to companies and family groups. Philippe Hottinguer Gestion offers tailored asset management solutions through three investment funds - Placeuro Abacus Discovery (Eurozone Small & Micro Caps equity), Abacus Green Deal (sustainable thematic equity), and Abacus Credit Impact (Article 9 SFDR sustainable impact bond fund) - alongside private management, institutional management, and collective management services.
Is Philippe Hottinguer Group a public or private company?
Philippe Hottinguer Group is a private company. It is classified as family owned and is currently operating.
When was Philippe Hottinguer Group founded?
Philippe Hottinguer Group was founded in 2003. It employs 1 to 10 people.
Where is Philippe Hottinguer Group based?
Philippe Hottinguer Group is headquartered in Paris, France, in the Europe region.
How does Philippe Hottinguer Group make money?
Two revenue lines are on record. Asset Management Fees are the primary driver. The others are financial Advisory Services.
Who are Philippe Hottinguer Group's main competitors?
Direct peers on record are Mandarine Gestion, La Financière de l'Échiquier, Dorval Asset Management, Montbleu Finance, Financière Arbevel and Cambon Partners. Ofi Invest is listed as a regional player. Broad incumbents are Natixis Investment Managers, Lazard Asset Management and DC Advisory (Daiwa Corporate Advisory).
Does Philippe Hottinguer Group have an API?
No public API is recorded for Philippe Hottinguer Group.
What industry is Philippe Hottinguer Group in?
Philippe Hottinguer Group's product category is Financial Advisory and Asset Management. Its primary akta.pro industry code is FSAAAJAE, Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset, with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 523940 and its SIC code is 6282.