TALENCE GESTION

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

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

• Private wealth management
• Portfolio management services
• Patrimonial engineering
• Collective fund management
• Independent asset management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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

Core 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.

Segments4 records

Ideal customer profiles4 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.

• Groupe FinariscoreOthersTalence 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

Broad 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

• Xx.com/TalenceGestion

Compliance2 records

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 TALENCE GESTION