Hugau Gestion

Name

Hugau Gestion

Legal name

Hugau Gestion

Website

https://hugau-gestion.com

Company type

Private

Founded year

2006

Operating status

Acquired

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Active bond management
• Asset management services
• Diversified fund management
• Discretionary mandate management
• Equity fund management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Generates revenue through management fees on assets under management, including OPC (UCITS) funds and mandate management services.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Hugau Gestion provides active bond management, diversified fund management, equity management, and discretionary mandate management services to financial intermediaries, institutional investors, and the private client base of Groupe Banque Richelieu. The firm operates a unified investment platform combining UCITS (OPC) funds and bespoke mandates, with active bond management as its flagship specialization. Following the 2025 acquisition by Richelieu Gestion, the entity operates as Richelieu Invest, the dedicated asset management arm of Groupe Banque Richelieu, managing over €2 billion in assets under management.

Product overview

Richelieu Invest (formerly Hugau Gestion, acquired 100% by Richelieu Gestion) operates as the asset management arm of Groupe Banque Richelieu. The company manages over €2 billion in assets under management with 25 employees. Its product offering is structured as a unified platform combining five core investment management services: Gestion Active Obligataire (active bond management - the flagship specialization), Gestion Diversifiée (diversified management), Gestion Actions (equity management), Gestion Dédiée (dedicated management), and Gestion sous Mandat (discretionary management). The platform serves both the private client base of Groupe Banque Richelieu and external clients including wealth management advisors and institutional investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion Active Obligataire (Active Bond Management) Active bond management services representing the firm's flagship specialization and core expertise, targeting financial intermediaries and institutional clients. Positions the firm as a pure player in active bond management.
• Gestion Diversifiée (Diversified Management) Diversified investment management combining multiple asset classes including bonds, equities, and alternative investments within a single strategy for clients seeking balanced exposure.
• Gestion Actions (Equity Management) Equity management services offering exposure to public equity markets through professionally managed portfolios for clients seeking equity investment solutions.
• Gestion Dédiée (Dedicated Management) Dedicated management solutions tailored for specific client needs and investment mandates, providing customized investment strategies aligned with individual client objectives.
• Gestion sous Mandat (Discretionary Mandate Management) Discretionary management services allowing clients to delegate portfolio management to specialists, covering UCITS funds, ETFs, stocks, bonds, and structured products within tailored mandates.

Quantifiable outcome

• Over 2 billion euros in assets under management

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

Partnerships

One partnership is on record.

• Richelieu Gestion (Groupe Banque Richelieu)coreStrategic or Co-development PartnerRichelieu Gestion completed the 100% acquisition of Hugau Gestion and merged the entities to form Richelieu Invest, combining Hugau Gestion's active bond management expertise with Richelieu Gestion's resources and distribution network to create a unified asset management company for the Groupe Banque Richelieu.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• OFI Asset Management: French asset manager offering a multi-affiliate platform spanning fixed income, equities, diversified, and dedicated mandates to institutional, intermediary, and private clients. Closely comparable to Richelieu Invest in product breadth and French institutional/intermediary distribution focus.
• La Française Group: French asset manager with broad fixed income, equity, and diversified capabilities distributed to institutional, wealth advisor, and private banking channels. Comparable to Richelieu Invest in the unified multi-strategy platform serving intermediaries and institutions.
• Mandarine Gestion: Paris-based independent asset manager offering active equity, bond, and diversified funds distributed to private clients and financial advisors. Directly comparable as a French boutique with active management expertise and intermediary-led distribution.
• DNCA Finance: French independent asset management firm (now part of Natixis IM) offering active bond, equity, and diversified funds via intermediary and institutional channels. Highly comparable in boutique active management identity and product mix.
• Tikehau Capital: Paris-based asset manager with active fixed income, equity, and diversified strategies distributed to private and institutional clients. Comparable as a French multi-strategy platform with similar client segmentation.
• Federal Finance Gestion: French asset manager affiliated with Crédit Mutuel Arkéa offering bond, equity, and diversified funds to private banking and institutional clients. Comparable as a bank-affiliated French asset manager with active management focus.

Broad incumbents

• Lazard Asset Management: Global asset management arm offering active fixed income, equity, and multi-asset solutions to institutional and intermediary clients. Comparable as a larger incumbent competing for the same institutional and intermediary mandates as Richelieu Invest.
• Rothschild & Co Asset Management: European wealth and asset manager with fixed income, equity, and diversified capabilities distributed to private banking, institutional, and advisor channels. Comparable as a broader European incumbent with private banking parent integration.
• Natixis Investment Managers: Multi-affiliate global asset manager with a large French footprint including H2O, Ostrum, and DNCA, offering institutional and intermediary fixed income and equity products. Comparable as a broader French-headquartered incumbent competing for the same institutional fixed income mandates.

Emerging players

• Vivienne Investissement: French boutique asset manager focused on active management solutions for private clients and financial advisors. Comparable as a smaller specialist competing in the same French intermediary bond and diversified segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/HugauGestion

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Hugau Gestion