TALENCE GESTION
- Company typePrivate
- Founded1990
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
TALENCE GESTION firmographics
Firmographics- Name
- TALENCE GESTION
- Legal name
- Talence Patrival
- Website
- https://talencegestion.fr
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
TALENCE GESTION industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where TALENCE GESTION is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
TALENCE GESTION business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: Generates revenue through management fees charged on assets under management (AUM) for private clients, families, and institutional investors across bespoke and collective investment solutions.
Go-to-market motion1 record
Distribution channels1 record
TALENCE GESTION product offering
Product offeringCore offering
Talence Patrival provides personalized private wealth management for high-net-worth individuals, families, business owners and institutional clients. Its offerings combine bespoke financial portfolio management, patrimonial and fiscal engineering, and a range of collective investment funds built and selected under an open-architecture model. The firm is regulated by the AMF as a portfolio management company and by ORIAS as an insurance broker.
Differentiator
Problem solved
Functional benefit
Products and services
- La gestion privée (Private Wealth Management) Comprehensive bespoke private wealth management service for high-net-worth individuals, families and business owners, combining financial portfolio management with patrimonial and fiscal engineering. Delivered through dedicated advisors with access to all asset classes under an open-architecture model.
- La gestion collective (Collective Fund Management) Range of internally managed collective investment funds that the private management team uses in client allocations according to objectives, reflecting the firm's open-architecture and investment-freedom approach.
Companies that use TALENCE GESTION
Customer profileSegments4 records
Ideal customer profiles4 records
TALENCE GESTION technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
TALENCE GESTION partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Groupe FinariscoreTalence Patrival is a portfolio management company belonging to Groupe Finaris, a financial services group. This corporate parent relationship provides organizational backing and synergies within the broader financial services ecosystem.
Scale indicators1 record
TALENCE GESTION competitors and assessment
Company assessmentBroad incumbents
- Oddo BHF: Franco-German private bank and asset manager with HNW advisory and private wealth services in France — comparable offering and client profile at a larger scale.
- BNP Paribas Wealth Management: Largest private bank in France serving the same HNW and family client base, but with a captive product shelf and global footprint — the dominant incumbent against which independents like Talence compete.
- Société Générale Private Banking: Major French bank-owned private wealth franchise targeting the same HNW segment, with full digital and international capabilities — a broad incumbent competitor.
- Pictet Group: Swiss private bank with a strong French HNW franchise, focused on discretionary wealth management and wealth planning — comparable high-end private wealth positioning and open-architecture philosophy.
Direct peers
- Ofi Invest: Independent French asset and wealth manager serving HNW and institutional clients with open-architecture funds — a directly comparable independent French platform with similar positioning.
- Indosuez Wealth Management: French-headquartered private bank serving HNW and UHNW clients across France, with discretionary portfolio management and wealth engineering — the closest scale-comparable French private wealth peer to Talence Patrival.
- Banque Privée 1818 (Natixis Wealth Management): French private bank focused on HNW individuals, families, and business owners with discretionary management and wealth engineering — a directly comparable French wealth advisory peer.
- Meeschaert (Hauck & Aufhäuser Private Wealth): Independent French family-owned private wealth manager focused on HNW families, entrepreneurs, and family-office services — directly comparable niche independent wealth platform in France.
- Lazard Frères Gestion: French arm of the Lazard network, offering private wealth management alongside asset management — comparable mix of open-architecture private portfolios and collective fund solutions in France.
- Rothschild Martin Maurel: Independent French private bank offering bespoke wealth management, family-office services, and estate engineering to entrepreneur and family HNW clients — directly comparable service mix and client profile.
Market position
Customer concentration
TALENCE GESTION social profiles
Digital presenceTALENCE GESTION compliance and trust
Trust signalCompliance2 records
TALENCE GESTION financial estimates
Financial estimateRevenue estimate
Valuation estimate
TALENCE GESTION leadership team
Management profileNumber of profiles
TALENCE GESTION funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TALENCE GESTION 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 TALENCE GESTION
What does TALENCE GESTION do?
Talence Patrival provides personalized private wealth management for high-net-worth individuals, families, business owners and institutional clients. Its offerings combine bespoke financial portfolio management, patrimonial and fiscal engineering, and a range of collective investment funds built and selected under an open-architecture model. The firm is regulated by the AMF as a portfolio management company and by ORIAS as an insurance broker.
Is TALENCE GESTION a public or private company?
TALENCE GESTION is a private company. It is classified as corporate owned and is currently operating.
When was TALENCE GESTION founded?
TALENCE GESTION was founded in 1990. It employs 11 to 50 people.
Where is TALENCE GESTION based?
TALENCE GESTION is headquartered in Paris, France, in the Europe region.
How does TALENCE GESTION make money?
One revenue line is on record: asset Management Fees.
Who are TALENCE GESTION's main competitors?
Broad incumbents on record are Oddo BHF, BNP Paribas Wealth Management, Société Générale Private Banking and Pictet Group. Direct peers are Ofi Invest, Indosuez Wealth Management, Banque Privée 1818 (Natixis Wealth Management), Meeschaert (Hauck & Aufhäuser Private Wealth), Lazard Frères Gestion and Rothschild Martin Maurel.
Does TALENCE GESTION have an API?
No public API is recorded for TALENCE GESTION.
What industry is TALENCE GESTION in?
TALENCE GESTION's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.