Sanso Investment Solutions

What Sanso Investment Solutions does

Sanso Investment Solutions, operating under the trade name Sanso Longchamp AM, is an independent French asset management company founded in 2011 and headquartered in Paris. The firm operates a platform-plus-services model, managing 16 open-end funds across equities (Asia Pacific, India, Japan, US Defensive, Maxima), fixed income (credit, target-maturity 2028/2031, short duration), diversified/balanced (Patrimoine, Convictions ESG, MultiStratégies), structured products (Autocall), and thematic (Smart Climate), alongside three private equity vehicles (FPCI Sanso Excellence, FCPI Sanso Perspectives, Private Stars Selection II). Service offerings extend beyond pooled funds to discretionary portfolio management (Gestion pilotée), wealth management (Gestion de fortune), dedicated funds, fund hosting for third-party managers, structured product design, qualifying investor structures (QIS), and trust/fiduciary services.

The firm's technology stack centres on a proprietary Odyssee client portal and an 'Accès partenaire' administrative platform for portfolio tracking and fund administration, with no disclosed core technology, APIs, or SDKs. Distribution is channel-led through financial intermediaries, wealth managers, and family offices in the French market, supported by marketing channels including LinkedIn, a dedicated YouTube ESG content series, appearances in financial media (AGEFI, BSMART, ZOOM INVEST), and recurring 'Parlons ISR' ESG publications alongside standard regulatory reporting.

Revenue is generated through recurring management fees on open-end fund AUM, with performance fees on selected funds, targeting professional investors and wealth managers as the primary segment and institutional investors (pension funds, insurance companies) as a secondary segment. Geographic coverage spans France as the home market with investment reach into Asia Pacific, India, Japan, the United States, and Europe broadly. No revenue, AUM, headcount detail, funding rounds, ownership structure, or leadership roster are disclosed in the available source data.

Name

Sanso Investment Solutions

Legal name

Sanso Longchamp AM

Website

https://sanso-is.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Sanso Investment Solutions is an independent Paris-based asset manager (Sanso Longchamp AM) operating 16+ open-end funds, private equity vehicles, and wealth management services for professional investors, intermediaries, and institutional clients across European, Asian, and US markets.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

akta.pro secondary industries

SDG / Thematic Sustainable Investment Funds (FSANAJAN), Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Asset management services
• Investment fund management
• Wealth management solutions
• Private equity funds
• ESG investing strategies

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Generates revenue through management fees charged on open-end funds across equity, fixed income, diversified, and structured product categories. Performance fees may also apply on certain funds.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Sanso Investment Solutions (operating as Sanso Longchamp AM) is an independent French asset management company that provides investment fund products and professional wealth management services. The company manages 16 open-ended funds across equities, fixed income, diversified/balanced, and structured product categories, plus three private equity funds, alongside services including structured products design, discretionary portfolio management, dedicated fund mandates, fund hosting/administration, and fiduciary/trust services.

Product overview

Sanso Investment Solutions (Sanso Longchamp AM) is an independent French asset management company offering a diversified portfolio of investment products and services. The company operates as a platform-plus-services model, providing 16 open-ended funds across multiple asset classes including equities (Dalton Asia Pacific, Longchamp Dalton India, Longchamp Dalton Japan long only, Longchamp Trocadero US Equity Defensive, Sanso Maxima), bonds and fixed income (Longchamp Solferino credit, Objectif Rendement 2028, Sanso Objectif Rendement 2031, Sanso Obligations 12 mois, Sanso Short Duration), diversified/balanced funds (Longchamp Patrimoine, Sanso Convictions, Sanso MultiStratégies, Sanso Patrimoine), and thematic investing (Sanso Smart Climate). The product range also includes 3 private equity funds (FPCI Sanso Excellence, FCPI Sanso Perspectives, Private Stars Selection II), one structured product (Longchamp Autocall), and professional services including structured products design, QIS, wealth management, discretionary management, dedicated funds, fund hosting, and trust services.

Differentiator

Problem solved

Functional benefit

Products and services

• Dalton Asia Pacific Equity fund providing exposure to Asia Pacific markets with monthly reporting and prospectus/PRIIPS documentation.
• Longchamp Dalton India Equity fund providing concentrated exposure to Indian equities with ESG considerations.
• Longchamp Dalton Japan long only Long-only equity fund focused on the Japanese market with defensive positioning.
• Longchamp Trocadero US Equity Defensive Defensive US equity fund offering exposure to US markets with risk management strategies.
• Sanso Maxima Multi-cap equity fund with strong growth orientation, targeting European and global equities.
• Sanso Smart Climate Thematic fund focused on climate transition and environmental sustainability solutions.
• Longchamp Solferino credit Credit fund investing in corporate bonds and fixed income securities across credit markets.
• Objectif Rendement 2028 Targeted return fund with maturity in 2028 offering fixed income exposure with defined investment horizon.
• Sanso Objectif Rendement 2031 Targeted return fund with maturity in 2031 providing diversified fixed income exposure.
• Sanso Obligations 12 mois Short-duration bond fund with 12-month investment horizon focusing on short-term fixed income.
• Sanso Short Duration Short-duration fixed income fund targeting lower volatility through shorter maturity profiles.
• Longchamp Patrimoine Diversified balanced fund combining equities and bonds for moderate risk-adjusted returns.
• Sanso Convictions ESG-focused multi-asset fund integrating environmental, social, and governance criteria into investment decisions.
• Sanso MultiStratégies Multi-strategy fund combining equity, fixed income, and alternative investment approaches.
• Sanso Patrimoine Diversified wealth preservation fund targeting stable returns through mixed asset allocation.
• Longchamp Autocall Structured product with autocall feature offering yield enhancement with conditional capital protection.
• FPCI Sanso Excellence Private equity fund (FPCI) focused on small and medium-sized enterprises with growth potential.
• FCPI Sanso Perspectives Innovation-focused private equity fund (FCPI) investing in companies with innovation tax credit eligibility.
• Private Stars Selection II Second vintage private equity fund-of-funds strategy investing in diversified PE managers.
• Produits structurés (Structured Products) Customized structured products tailored to investor needs, including capital protection and yield enhancement solutions.
• QIS (Qualified Investor Structures) Qualifying Investor Structures for institutional and qualified investor solutions.
• Gestion de fortune (Wealth Management) Wealth management services for high net worth individuals and family offices.
• Gestion pilotée (Discretionary Management) Discretionary portfolio management services with customized investment strategies.
• Fonds dédiés (Dedicated Funds) Dedicated fund solutions for institutional investors with customized mandates.
• Fund hosting Fund administration and hosting services for external asset managers.
• Fiducie (Fiduciary/Trust Services) Trust structures and fiduciary services for estate and wealth planning.

Quantifiable outcome

• Sanso Maxima 3-year performance: 85.38%
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• DNCA Finance: French independent asset manager (acquired by Natixis IM) with a strong ESG/sustainable investing franchise across open-end funds distributed via French intermediaries — directly comparable to Sanso Longchamp AM's sustainable-focused multi-fund platform.
• OFI Asset Management: Independent French asset manager offering diversified open-end funds across equities, fixed income and multi-asset, distributed through financial intermediaries — closely comparable in scale, product breadth and target client base to Sanso Longchamp AM.
• Mandarine Gestion: French independent asset management boutique with strong ESG focus and open-end fund range distributed via wealth management intermediaries — comparable to Sanso's ESG-led, entrepreneurially-positioned boutique model.
• Lazard Frères Gestion: Independent French asset manager operating open-end funds across equities, fixed income and diversified strategies for institutional and intermediary clients — directly comparable independent French competitor with broader geographic reach.
• Ecofi Investissements: French independent asset manager specialized in responsible and sustainable investment, distributing SRI-labelled open-end funds through French financial intermediaries — a closer peer given Sanso's ESG-led positioning and product mix.
• Rothschild & Co Asset Management: European independent asset manager offering diversified open-end funds across equities, fixed income and thematic strategies distributed to wealth managers and institutional clients — comparable independent alternative with broader product range.

Broad incumbents

• Amundi: Europe's largest asset manager with an extensive open-end fund range across all major asset classes and ESG strategies, dominating French intermediary distribution — the broad incumbent against which independent boutiques like Sanso compete for shelf space.
• BNP Paribas Asset Management: Major French/European asset manager with broad open-end fund range including dedicated ESG and thematic strategies distributed through bank networks and third-party intermediaries — a large incumbent comparable in product breadth but not in scale.
• Natixis Investment Managers: French-headquartered multi-affiliate asset management platform encompassing several independent boutiques; competes with Sanso via affiliated managers (DNCA, H2O, etc.) for French intermediary shelf space and ESG mandates.
• ODDO BHF Asset Management: European asset manager (with strong French roots) operating open-end funds across equities, fixed income and multi-asset, distributed via private banking and independent wealth managers — a relevant incumbent peer for intermediary-driven French distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCUDYgO3DOsYqAnFZYzqQCHw
• LinkedInlinkedin.com/company/sanso-longchamp-am
• Xx.com/sanso_is

Revenue estimate

Valuation estimate

Number of profiles

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 Sanso Investment Solutions