Montpensier Finance

What Montpensier Finance does

Montpensier Finance, operating under the trade name Montpensier Arbevel since the 2021 combination of Montpensier Finance and Arbevel, is a French entrepreneurial asset management company headquartered at 58 avenue Marceau, 75008 Paris. The firm is registered as Montpensier Arbevel, S.A.S., regulated by the Autorité des Marchés Financiers under portfolio management authorization GP 97-125, and is controlled by its management alongside Amundi Asset Management and Weinberg Capital Partners, while retaining full investment autonomy. With more than €5 billion in assets under management and a team of more than 80 professionals, the company operates two divisions: Asset Management, offering more than 28 funds spanning fixed income, convertible bonds, international thematic equities, European small/mid/large-cap equities, diversified mandates, and private assets; and Private Wealth Management, delivered through wholly-owned subsidiary Actis Patrimoine, which provides family office services including legal, financial, real estate, and strategic wealth structuring.

The firm's product suite is organized across seven asset-class verticals: fixed income (Arbevel Short Term Credit, M All Weather Bonds, Meilleurtaux Horizon, Pluvalca Credit Opportunities, Pluvalca RentOblig), convertibles (M Convertibles, M Global Convertibles, M International Yield Convertible), international thematic equities (Aesculape SRI, MA Climate Clean Energy, Tech Future SRI, M Sport Solutions SRI, Pluvalca Global Blockchain Equity, MA Strategic Leaders, Global Onshoring & Sovereignty), European small/mid-cap equities (Pluvalca Disruptive Opportunities, Pluvalca Initiatives PME, MA Small Midcaps Europe, Pluvalca Sustainable Opportunities), European large-cap equities (Best Business Models SRI, Great European Models, Improving European Models, M Prime Europe Stocks), diversified and dedicated funds (Pluvalca Alterna Plus, Pluvalca Multimanagers, TrendSelection PEA Evolutif), and private assets accessed through the Expertises non-cotées channel. The company builds proprietary tools including the Montpensier MMS economic momentum indicator system and an integrated ESG framework covering exclusion, engagement, and voting policies, with stewardship infrastructure provided through ISS Governance, ISS Ethix, MSCI ESG data, and CACEIS ProxyExchange.

Revenue is generated primarily through recurring management fees on AUM across funds and discretionary portfolio mandates, supplemented by intermediated management fees billed annually for CGP and Family Office partners, with transparent but undisclosed pricing. Distribution is sales-led and multi-channel, combining direct private wealth relationships, CGP and Family Office intermediaries, an insurance wrapper network spanning Axa Thema, Cardif, Generali, Spirica, Suravenir, Swisslife, and Oradea Vie among others, and financial platforms including AEP, Alpheys, and Meilleurtaux Placement. The firm serves HNW individuals, families, entrepreneurs, financial advisors, family offices, and institutional clients across France, Luxembourg, Switzerland, Germany, and Italy, with US persons excluded, and reinforces its responsible-investment positioning through signatory status to UN PRI, Climate Action 100+, TNFD, Finance for Biodiversity Pledge, and UN Global Compact.

Name

Montpensier Finance

Legal name

Montpensier Arbevel, S.A.S.

Website

https://montpensier.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Montpensier Finance (Montpensier Arbevel) is a French AMF-regulated asset manager with €5B+ AUM and 80+ staff, offering 28+ active funds across fixed income, convertibles, and European and thematic equities, distributed via direct private wealth, CGP and Family Office intermediaries, and insurance wrappers across Europe.

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

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Active asset management
• Private wealth management
• ESG fund management
• Convertible bond funds
• European equity funds

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees from managing investment funds across multiple asset classes including fixed income, convertible bonds, international thematic equities, European small/mid/large cap equities, diversified funds, and private assets. AUM of more than 5 billion euros.
2. Discretionary Portfolio Management: Fees from managing discretionary mandates for private wealth clients and intermediated clients through CGP and Family Office partners, with transparent pricing structure

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Montpensier Arbevel operates as an entrepreneurial asset management firm offering actively managed investment funds across fixed income, convertible bonds, international thematic equities, European small/mid/large-cap equities, diversified strategies, and private assets, alongside a private wealth management division delivered through its wholly owned subsidiary Actis Patrimoine (family office services covering legal, strategic, financial, and real-estate wealth structuring). The firm manages more than €5 billion in assets and serves clients through direct private wealth relationships, CGP and Family Office intermediaries, insurance wrappers, and financial distribution platforms, with ESG criteria integrated across all management approaches.

Product overview

Montpensier Finance (Montpensier Arbevel) operates as an entrepreneurial asset management company with two core divisions: Asset Management and Private Wealth Management. The Asset Management division offers a comprehensive suite of investment funds across multiple asset classes and strategies, including fixed income (Arbevel Short Term Credit, M All Weather Bonds, Meilleurtaux Horizon, Pluvalca Credit Opportunities, Pluvalca RentOblig), convertible bonds (M Convertibles, M Global Convertibles, M International Yield Convertible), international thematic equities (Aesculape SRI, MA Climate Clean Energy, Tech Future SRI, M Sport Solutions SRI, Pluvalca Global Blockchain Equity, MA Strategic Leaders, Global Onshoring & Sovereignty), European small/mid-cap equities (Pluvalca Disruptive Opportunities, Pluvalca Initiatives PME, MA Small Midcaps Europe, Pluvalca Sustainable Opportunities), European large-cap equities (Best Business Models SRI, Great European Models, Improving European Models, M Prime Europe Stocks), and diversified/dedicated funds (Pluvalca Alterna Plus, Pluvalca Multimanagers, TrendSelection PEA Evolutif). The Private Wealth Management division, through its Actis Patrimoine subsidiary, provides comprehensive family office services. With over 80 employees and more than 5 billion euros in assets under management, the company integrates ESG criteria across all its management approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Arbevel Short Term Credit
• M All Weather Bonds A fixed income fund designed to perform across various market conditions, offered within the Taux range.
• Meilleurtaux Horizon A fixed income fund with a defined investment horizon, offered within the Taux range.
• Meilleurtaux Horizon 2031 A dated fixed income fund with maturity in 2031, offered within the Taux range.
• Pluvalca Credit Opportunities A fixed income fund focused on credit opportunities, offered within the Taux range.
• Pluvalca Credit Opportunities 2031 A dated credit opportunities fund maturing in 2031, offered within the Taux range.
• Pluvalca RentOblig A fixed income fund focused on bond investments generating regular income, offered within the Taux range.
• M Convertibles A convertible bond fund investing in European markets, offered within the Obligations Convertibles range.
• M Global Convertibles A global convertible bond fund providing international exposure, offered within the Obligations Convertibles range.
• M International Yield Convertible A convertible bond fund targeting international yield opportunities, offered within the Obligations Convertibles range.
• Aesculape SRI A thematic equity fund focused on healthcare and wellness investments aligned with SRI principles, offered within the international thematic equities range.
• MA Climate Clean Energy A thematic equity fund investing in companies involved in climate solutions and clean energy transition.
• Tech Future SRI A thematic equity fund focused on technology companies with SRI screening.
• M Sport Solutions SRI A thematic equity fund targeting international companies exposed to the sport and wellness sectors.
• Pluvalca Global Blockchain Equity A thematic equity fund providing exposure to blockchain and digital asset ecosystem companies.
• MA Strategic Leaders An international thematic equity fund focused on strategic leading companies.
• Global Onshoring & Sovereignty A thematic equity fund investing in companies benefiting from reshoring and sovereignty trends.
• Pluvalca Disruptive Opportunities A European small and mid-cap equity fund targeting disruptive companies.
• Pluvalca Initiatives PME A European small and mid-cap equity fund focused on French SMEs (PME).
• MA Small Midcaps Europe A European small and mid-cap equity fund providing diversified exposure.
• Pluvalca Sustainable Opportunities A European small and mid-cap equity fund with sustainable investment focus.
• Best Business Models SRI A European large-cap equity fund investing in companies with best business models under SRI criteria.
• Great European Models A European large-cap equity fund focused on quality business models.
• Improving European Models A European large-cap equity fund targeting improving business models.
• M Prime Europe Stocks A European large-cap equity fund focused on prime European companies.
• Pluvalca Alterna Plus A diversified fund offering alternative investment exposure.
• Pluvalca Multimanagers A diversified fund utilizing multiple external managers.
• TrendSelection PEA Evolutif A diversified French PEA-eligible fund targeting secular growth trends.
• Actis Patrimoine (Private Wealth Management / Family Office) A 100% subsidiary of Montpensier Arbevel offering comprehensive family office services including structuring and management of family wealth, covering legal, strategic, financial, and real estate investments, for high-net-worth families and entrepreneurs.

Quantifiable outcome

• More than €5 billion in assets under management
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Twelve partnerships are on record, tiered strategic and core.

• Finance for Biodiversity PledgestrategicStrategic or Co-development Partner · 1 November 2022Initiative calling for mobilization of financial activities to support biodiversity and ecosystem restoration. Montpensier Finance joined in November 2022.
• TNFD (Taskforce on Nature-Related Financial Disclosures)strategicStrategic or Co-development Partner · 1 October 2022Working group focused on nature and biodiversity-related financial disclosures. Montpensier Finance joined in October 2022.
• Climate Action 100+strategicStrategic or Co-development Partner · 1 December 2021Investor alliance representing over $65 trillion in assets focused on encouraging the world's largest greenhouse gas emitters to implement clean energy transition. Montpensier Finance joined in December 2021.
• CACEIScoreTechnology or IntegrationCACEIS serves as the depositary for Montpensier Arbevel's voting operations via the ProxyExchange platform.
• ISS GovernancecoreTechnology or IntegrationMontpensier Arbevel uses ISS Governance recommendations for voting policy (Sustainability policy) and subscribes to ISS Proxy Research for independent analysis.
• ISS EthixstrategicTechnology or IntegrationISS Ethix conducts collective engagement actions for Montpensier Arbevel, particularly for large-cap holdings.
• MSCIcoreTechnology or IntegrationMSCI provides ESG research data that forms part of Montpensier Arbevel's engagement and investment analysis framework.
• Amundi IntermédiationcoreTechnology or IntegrationAmundi Intermédiation handles order transmission for Montpensier Arbevel, providing best execution services for financial instruments.
• CGP (Conseillers en Gestion de Patrimoine)coreChannel Partner/ Reseller/ DistributorIndependent financial advisors who distribute Montpensier Arbevel's discretionary management services to their private clients, allowing them to focus on holistic wealth advisory.
• Family OfficescoreChannel Partner/ Reseller/ DistributorFamily office partners who distribute discretionary management services to wealthy families while focusing on their core advisory business.
• UN Global CompactstrategicStrategic or Co-development PartnerMontpensier Finance has adhered to the UN Global Compact and supports the Declaration of Human Rights, complementing its investment procedures.
• UN PRI (Principles for Responsible Investment)strategicStrategic or Co-development PartnerMontpensier Arbevel is a signatory to the UN PRI, committing to integrate ESG criteria into investment practices and promote responsible investment principles.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Amundi Asset Management: Europe's largest asset manager and a controlling shareholder of Montpensier Arbevel. Operates across the same asset classes (fixed income, equities, convertibles) with extensive fund distribution in France and Europe, making it a structural benchmark despite the ownership relationship.

Direct peers

• BFT Investment Managers: French active asset manager (Caisse d'Epargne network) running multi-asset, fixed income, and European equity strategies distributed through French retail and wealth channels — a comparable intermediated distribution peer.
• OFI Asset Management: French asset manager (formerly Ofi Invest) offering active fixed income, equity, and ESG/SRI strategies to institutional and retail clients via CGPs, insurers, and networks — a comparable mid-sized domestic peer.
• Mandarine Gestion: French independent active manager focused on European equities and SRI/thematic funds, distributed through the same CGP and life-insurance networks in France — a close head-to-head in product and channel.
• Lazard Asset Management: Independent active manager with strong European equity, fixed income, and convertible bond capabilities, distributed to institutional and intermediated wealth clients globally — directly comparable in product mix and active-management ethos.
• Tikehau Capital: Paris-based alternative and traditional asset manager combining public-market strategies with private assets, similar in entrepreneurial culture, multi-channel French distribution, and dual public/private market approach.
• DNCA Investments: French independent active asset manager (Natixis affiliate) with a comparable multi-asset platform covering European equities, fixed income, convertibles, and SRI/conviction strategies distributed through the same CGPs and insurance networks.
• Federal Finance Gestion: French asset management subsidiary of Crédit Mutuel Arkéa, with active fixed income, equity, and SRI strategies distributed through French banking and insurance networks — a comparable multi-channel French manager.

Emerging players

• Eiffel Investment Group: Paris-based thematic investment firm spanning listed and private assets (energy transition, healthcare, tech), with a thematic-equity and private-asset overlap to Montpensier Arbevel's MA Climate, Aesculape, and private-asset strategies.

Regional players

• Covéa Finance: French asset manager owned by Covéa mutual insurance group, managing multi-class portfolios with significant insurance-wrapper exposure — comparable in the insurance-distribution dynamics that drive a portion of Montpensier Arbevel's AUM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/montpensier
• LinkedInlinkedin.com/company/montpensier-finance

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 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 Montpensier Finance