Gutenberg Finance

What Gutenberg Finance does

Gutenberg Finance SAS is an independent, AMF-licensed French asset management firm headquartered at 9 place Saint-Thomas in Strasbourg. Founded in 1980 as GIFAO Investissement and renamed in 2010, the firm is majority employee-owned (75%) with the remaining 25% held by Groupe CAM, an Alsace-based mutual insurer. It operates a small team (6–10 employees including 3 portfolio managers) managing approximately €240M in assets through three OPCVM funds — Gutenberg Actions (PEA-eligible European equities, 2.40% management fee), Gutenberg Patrimoine (mixed Eurozone allocation, 1.50% fee, pending merger into Actions on 23/03/2026), and Gutenberg Obligations (Euro-denominated bonds). Beyond collective management, the firm delivers four advisory service lines: Gestion Privée (private wealth management), Placement de Trésorerie (corporate treasury placement), Ingénierie Patrimoniale (estate and wealth engineering, launched 2017), and Family Office (launched 2021) for affluent families.

The firm makes money primarily through recurring management fees on its three funds, supplemented by fees on private mandates and advisory services. Distribution follows an open-architecture model: funds are available direct via depositary CIC and are embedded as unit-linked options across a network of French insurers (SwissLife, Cardif, Spirica, Selencia, AFI ESCA, Vie Plus, Generali, Apicil) and Luxembourg insurers (Baloise, SwissLife Lux, Generali Lux), and through independent wealth advisors (CGPI). The go-to-market is relationship-led, with dedicated commercial staff and an interprofessional approach that coordinates with accountants, notaries and tax/legal advisors to serve HNWI, corporate, institutional, and broker clients primarily in Alsace and broader France. Core technology is a traditional active fundamental process built around selective stock-picking (Actions), mixed asset allocation (Patrimoine) and Euro bond selection (Obligations); there is no disclosed proprietary tech platform, API infrastructure, or AI/ML capability. The firm is regulated by the AMF (license GP-90-22) and ORIAS (13003878), and is a member of the French Asset Management Association (AFG).

Name

Gutenberg Finance

Legal name

GUTENBERG FINANCE

Website

https://gutenbergfinance.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

11–50 employees

Short description

Gutenberg Finance is an independent, AMF-licensed French asset manager in Strasbourg running three OPCVM funds (Actions, Patrimoine, Obligations) plus private wealth management, treasury placement, wealth engineering, and Family Office services for HNWI, corporates, institutions and CGPI distributors across France.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525), Finance and Insurance (52)

SIC

Finance Services (6199)

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Asset management
• Wealth management
• Private management
• Family office services
• Treasury placement

Headquarters

HQ city

Strasbourg

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Management fees on assets under management: Generates revenue through management fees charged on assets under management across its three fund products. Fees range from 1.50% for mixed funds to 2.40% for equity funds.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Gutenberg Finance is an independent asset management company that manages three investment funds (Gutenberg Actions equity fund, Gutenberg Patrimoine mixed fund, and Gutenberg Obligations bond fund) and provides private wealth management, treasury placement, wealth engineering (Ingénierie Patrimoniale), and Family Office services to high net worth individuals, enterprises, institutional investors, and independent wealth advisors. The firm operates under an AMF license and ORIAS registration, distributing funds via insurance wrappers, CGPI advisors, and direct subscription through depositary CIC.

Product overview

Gutenberg Finance offers a suite of three investment funds (Gutenberg Actions, Gutenberg Patrimoine, and Gutenberg Obligations) along with four advisory services (Gestion Privée, Placement de Trésorerie, Ingénierie Patrimoniale, and Family Office). The fund family covers the main asset classes: equities via the PEA-eligible Gutenberg Actions fund, mixed allocation via Gutenberg Patrimoine, and bonds via Gutenberg Obligations. The advisory services complement the fund offerings with private wealth management, cash management, wealth engineering, and comprehensive family office solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Gutenberg Actions: Equity fund eligible to PEA, investing in European Union countries with the objective of matching Euro Stoxx 50 Net return performance
• Gutenberg Obligations
• Gutenberg Patrimoine

Products and services

• Gutenberg Actions Equity fund (OPCVM) eligible for PEA (French equity savings plan), investing in European Union countries with the objective of achieving performance comparable to the Euro Stoxx 50 Net Return index through selective equity management. Annual management fee of 2.40%; minimum subscription of 1 part.
• Gutenberg Patrimoine Mixed fund invested in Euro Zone equities and bonds, aiming to outperform its composite benchmark (50% Dow Jones Euro Stoxx 50 Net Return + 50% Eonia Capitalized) with an asset allocation mix between rate and equity markets. Annual management fee of 1.50%; minimum subscription of 1 millième de part; no redemption fee.
• Gutenberg Obligations Bond fund investing in Euro-denominated bonds and debt securities, with the objective of generating returns through fixed-income investments.
• Gestion Privée Private wealth management service offering personalized investment management and advisory services for high-net-worth individuals and families.
• Placement de Trésorerie Cash and treasury placement services for optimizing short-term liquidity management of clients.
• Ingénierie Patrimoniale Wealth engineering and structuring services including complex asset organization and estate planning solutions.
• Family Office Comprehensive family office services providing integrated wealth management, financial planning, and administrative services for affluent families.

Quantifiable outcome

• Gutenberg Patrimoine ranked 3rd best European diversified fund over 3 years by L'Agefi Actifs in December 2016 with alpha of 2.65%

Named customers4 records

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

Four partnerships are on record, tiered core and minor.

• CIC Crédit Industriel et CommercialcoreTechnology or IntegrationCIC serves as depositary bank for all Gutenberg Finance funds, receiving and processing subscription and redemption orders. Orders centralized daily at 12:00.
• PwC AuditminorImplementation/ SI/ Consulting PartnerPwC serves as statutory auditor for Gutenberg Finance funds, providing independent audit attestation.
• SwissLifeminorChannel Partner/ Reseller/ DistributorSwissLife distributes Gutenberg Patrimoine fund through its unit-linked insurance products in France and Luxembourg.
• GeneraliminorChannel Partner/ Reseller/ DistributorGenerali distributes Gutenberg Patrimoine fund through its unit-linked insurance products in France and Luxembourg.

Scale indicators3 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• OFI Asset Management: French independent asset manager with a diversified fund family, distribution through CGPI and insurer networks, and wealth-advisory/Family Office services. Comparable breadth of proposition and HNWI/corporate coverage.
• Federal Finance Gestion: French independent asset manager offering a multi-fund family (equities, fixed income, mixed) distributed through major insurance networks and CGPI advisors. Closest direct comparable by size, fund structure, and French regional boutique model.
• Dorval Asset Management: Paris-based French independent asset manager with European equity and mixed-allocation funds distributed via French wealth-advisor channels. Closely comparable boutique size and active-management approach.
• DNCA Finance: French independent asset manager (Natixis IM subsidiary) with a comparable multi-fund family and European equity emphasis. Similar fee model, open-architecture DNA and CGPI/insurer distribution.
• Mandarine Gestion: French independent asset manager with European equity, fixed income and mixed funds distributed via insurance and wealth-advisor networks. Closely aligned boutique positioning, open-architecture philosophy and HNWI target segment.
• Invest AM: Smaller French independent asset manager offering equity, bond and mixed funds with similar CGPI/insurer distribution and active-management approach. Comparable boutique scale and target clientele.

Broad incumbents

• Lazard Frères Gestion: French asset management arm of Lazard offering equity, fixed income and mixed funds plus wealth advisory. Overlaps on product breadth and HNWI segment, but at materially larger scale and institutional reach.
• Rothschild & Co Asset Management: Independent European asset manager with multi-fund family and wealth engineering/Family Office services for HNWI. Comparable full-service proposition but at substantially greater scale and global reach.
• CPR Asset Management: French asset manager (Amundi subsidiary) with thematic equity, fixed income and mixed-asset funds distributed via French wealth and insurance channels. Overlapping fund range and HNWI/insurer distribution, but much larger scale.
• Vontobel Asset Management: Larger European asset manager with multi-asset funds distributed through European wealth and insurance channels. Overlaps with Gutenberg on European equity and mixed strategies and insurer distribution footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Gutenberg-Finance-100066599225031
• LinkedInlinkedin.com/company/gutenberg-finance

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Gutenberg Finance