SAGIS

What SAGIS does

SAGIS AM is a Paris-based, AMF-regulated multi-family office and asset management firm (SAS, Code NAF 7022 Z; AMF authorization GP 13000024 since 4 July 2013) operating from 72 avenue Victor Hugo in the 16th arrondissement. Its offering is built on three integrated pillars: (1) a Family Office service providing holistic, transgenerational wealth and asset management for approximately 100 high-net-worth families, entrepreneurs, foundations, and religious congregations; (2) an open-architecture asset management division in which SAGIS selects, delegates, and continuously monitors external specialist fund managers through its proprietary "3P" (People, Process, Performance) methodology, anchored by the S Tempo fund-of-funds range (sub-funds currently with Lazard Frères Gestion, Edmond de Rothschild Asset Management, ODDO-BHF, and Swiss Life) and proprietary vehicles including SAGIS DYNAMIQUE and SAGIS INVEST; and (3) a responsible investing framework guided by a formal ESG charter and evaluated by Sustainalytics and Ethifinance. Underlying managers are rotated based on the 3P methodology, with three documented transitions in 2020, 2023, and 2024, demonstrating an active product stewardship cycle.

The business model combines recurring asset-management fees on delegated mandates with subscription-style family office retainers; pricing is bespoke and not publicly disclosed. Distribution is direct-advisory, France-domestic, supplemented by content marketing (monthly newsletters), podcasts, and media appearances, plus professional-network channels including AFFO (joined January 2024) and PRI signatory status. In November 2023 SIPAREX, a French private equity firm, took a minority capital stake to support growth, and founding President Arnaud Gosset-Grainville remains in place alongside new Directeur Général Mériadec Portier, who joined in October 2023. SAGIS is positioned as an independent, multi-family office alternative to the captive wealth-management arms of French retail banks, with regulatory credibility, multi-manager diversification, and intergenerational relationship continuity as its core commercial pillars.

Headcount is reported in the 11–50 band across a single Paris location, and registered share capital stands at €3,781,501. The firm does not disclose AUM or revenue, and operates with no public technology stack, API, or app surface — the platform is a service-led, relationship-driven model rather than a technology product.

Name

SAGIS

Legal name

SAGIS AM

Website

https://sagis-am.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

SAGIS is a Paris-based, AMF-regulated multi-family office and asset manager serving approximately 100 high-net-worth families, entrepreneurs, foundations, and congregations across France. It combines transgenerational family-office advisory with open-architecture fund-of-funds (S Tempo range) and ESG-integrated portfolio management.

Ownership category

akta.pro rank

Product category

Family Office & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAK

Values-Based/ESG & Impact-Focused RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSANAGAJ

Impact / ESG Multi-Manager Platforms

Financial & Insurance/Private Equity & Venture Capital/Fund-of-Funds / Multi-Manager Platforms

Keywords

• Wealth management services
• Family office services
• Asset management
• Estate planning
• Investment advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management & Family Office Services: Comprehensive wealth management services including asset management, estate planning, tax advisory, and family office services for high-net-worth clients
2. Asset Management Fees: Management fees from open architecture fund selection including S.Tempo fund range managed through third-party asset managers

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

SAGIS is an independent multi-family office and AMF-regulated asset manager (SAGIS AM, SAS) based in Paris that provides comprehensive wealth management, estate planning, tax advisory, and family office services to approximately 100 high-net-worth families, entrepreneurs, foundations, and congregations. The firm offers open-architecture asset management through its S.Tempo fund-of-funds range and dedicated responsible/ESG investment solutions, applying a proprietary 3P (People, Process, Performance) manager selection methodology.

Product overview

SAGIS is an independent multi-family office and asset management firm (SAGIS AM, SAS) based in Paris, regulated by the AMF (GP 13000024 since 2013). Its offering consists of three integrated pillars: (1) the Family Office service providing holistic wealth and succession management for ultra-high-net-worth families, entrepreneurs, foundations, and congregations; (2) a multi-gestion (open-architecture) asset management division offering ESG-integrated fund selection and direct asset management, anchored by the S Tempo fund-of-funds range (including S Tempo Edmond de Rothschild, S Tempo Lazard, and S Tempo Swiss Life sub-funds) and the SAGIS DYNAMIQUE fund; and (3) a responsible investment framework incorporating ESG analysis, a dedicated ESG charter, and Ethifinance evaluations. SAGIS serves approximately 100 families and has been operating for 15 years.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office

Quantifiable outcome

• Resilience during market downturns: S.Tempo funds showed relative outperformance (down only 4% in Q1 2022 vs broader market declines of 10-30%)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Edmond de Rothschild Asset ManagementcoreStrategic or Co-development Partner · 8 November 2024Edmond de Rothschild replaced GEFIP as the fund manager for S.Tempo Edmond de Rothschild fund (formerly S.Tempo Gefip) following a competitive selection process based on strict criteria.
• MIROVAminorStrategic or Co-development Partner · 1 October 2024Partnership announced for sustainable finance and ESG-focused investments, positioning SAGIS to offer conviction-based sustainable investment products.
• Association Française du Family Office (AFFO)minorOthers · 1 January 2024SAGIS joined AFFO in early 2024, gaining access to professional network and demonstrating commitment to the profession's deontological rules.
• Lazard Frères GestioncoreStrategic or Co-development PartnerLazard replaced Carmignac as fund manager for S.Tempo Lazard fund starting January 13, 2023, selected through an RFP and strict selection criteria.
• ODDO-BHFcoreStrategic or Co-development PartnerODDO-BHF replaced La Financière de L'Échiquier as a fund manager partner starting March 26, 2020.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Seventure Partners: French asset manager with private equity and innovation focus. Thematically comparable through its presence in French HNW/entrepreneur wealth and investment management ecosystem, though more specialized than SAGIS's broader wealth advisory.

Broad incumbents

• Indosuez Wealth Management: Large France-headquartered wealth manager and multi-family office serving HNW and UHNW clients globally. Comparable because both target French-speaking HNW families with integrated wealth and asset management services, though Indosuez operates at much greater scale.
• Lombard Odier: Swiss private bank with significant HNW family office and ESG investing capabilities. Comparable as a long-tenured independent multi-family office serving UHNW families across Europe with similar intergenerational philosophy.
• BNP Paribas Wealth Management: One of the largest private banks in France serving HNW and UHNW clients with integrated wealth advisory. Comparable due to a similar French HNW target market, though operating at substantially greater scale and product breadth.
• Pictet Wealth Management: Swiss-based global wealth manager with strong Geneva and EMEA HNW practice. Comparable in its multi-generational stewardship, open-architecture approach, and emphasis on long-term, ESG-aware portfolio construction.
• Edmond de Rothschild Wealth Management: Swiss-based private banking and wealth management group with strong French private banking arm. Direct partner of SAGIS (selected for S.Tempo Edmond de Rothschild) and serves an overlapping UHNW family clientele with similar multi-generational advisory.
• ODDO-BHF Private Bank: Franco-German private bank and asset manager serving HNW clients and entrepreneurs. Direct partner of SAGIS (S.Tempo fund selection) and competes for similar French HNW families via open-architecture wealth management.
• Lazard Wealth Management: Global advisory and wealth management firm with French private wealth presence. Direct partner of SAGIS (S.Tempo Lazard fund) and comparable due to overlapping HNW clientele, fund-of-funds offerings, and intergenerational wealth advisory focus.
• Rothschild Martin Maurel: French private banking arm of Rothschild & Co serving HNW families and entrepreneurs in France. Comparable multi-generational wealth advisory, integrated asset management, and similar client types to SAGIS.

Direct peers

• Messieurs Hottinguer & Associés: Independent French family office-style private bank with a heritage focus on entrepreneurial family wealth and transgenerational advisory. Highly comparable in scale, philosophy, and target clientele to SAGIS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 SAGIS