MW Gestion

What MW Gestion does

MW Gestion is an independent French asset management company (Société Anonyme) founded in Paris in September 1992 and regulated by the AMF under registration GP92014. The firm manages assets via two channels: collective investment schemes through its Luxembourg-domiciled Sicav MW Asset Management, and discretionary management mandates (comptes sous mandat) for private clients. Its product range comprises five fund compartments — MW Actions Europe, MW Multi-Caps Europe, MW Obligations Internationales, MW Patrimoine, and MW Actions Global (renamed from MW Actions USA in April 2024) — complemented by Private Wealth Management, Heritage Management, Family Office, and ESG advisory services.

The underlying investment process is a conviction-based, discretionary approach centered on direct investment in live securities (titres vifs) selected through direct engagement with company management. A weekly investment committee provides collegiate oversight, and ESG criteria are integrated across all five compartments, which are classified under SFDR Article 8. The firm also exercises free provision of services (libre prestation de services) in Italy and Luxembourg, with fund distribution extended to Germany and Italy since 2023.

MW Gestion generates revenue through recurring management fees on assets under management, charged across both OPCVM funds and discretionary mandates. Its customer base is segmented across HNW private clients (clients privés) — the primary segment — professional and institutional investors, and financial intermediaries. The principal disclosed distribution relationship is with La Financière de l'Europe (since January 2021), an independent brokerage representing approximately €125 million in AUM across 1,000 clients and serving as the anchor investor in the Luxembourg Sicav. Marketing and thought leadership are driven through the corporate website (available in French, English, and Italian), a LinkedIn page, email newsletters, quarterly market commentaries, and recurring BFM Business television appearances by senior managers.

Name

MW Gestion

Legal name

MW Gestion

Website

https://mwgestion.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

MW Gestion is an independent French asset management firm, founded 1992 and AMF-licensed, managing five Luxembourg Sicav fund compartments plus discretionary mandates for HNW private clients and institutional investors across France, Italy, Luxembourg, and Germany.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYFSAAABAA

Onshore Private Banking (Domestic HNW/UHNW)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Asset management
• Wealth management
• Portfolio management
• Equity funds
• Private banking

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: MW Gestion generates revenue through management fees charged on assets under management across their OPCVM funds (collective investment schemes) and discretionary mandates. The company manages assets for private clients, institutional investors, and through partnership arrangements such as with La Financière de l'Europe. Management fees are typically calculated as a percentage of assets under management (encours).
2. Discretionary Management Mandates: Revenue from managing personalized portfolios under mandate (comptes sous mandat) where the firm makes investment decisions on behalf of clients, generating management fees on the assets managed.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

MW Gestion is an independent French asset management firm (Société Anonyme) that manages collective investment funds via its Luxembourg Sicav MW Asset Management (MW Actions Europe, MW Multi-Caps Europe, MW Obligations Internationales, MW Patrimoine, MW Actions Global) and discretionary portfolio mandates for private clients, professionals, and institutional investors. The firm also provides private wealth management, heritage/patrimonial advisory, and family office services built around a conviction-based, multi-expert investment approach.

Product overview

MW Gestion is an independent French asset management company offering a diversified range of investment products and wealth management services. The core offering consists of four main funds: MW Actions Europe (European equity), MW Multi-Caps Europe (flexible all-cap equity), MW Obligations Internationales (international bonds), and MW Patrimoine (balanced fund), plus MW Actions Global (global equity). These are complemented by wealth management services including Private Management, Heritage Management, Family Office, and ESG Investment advisory. The company operates as both a UCITS fund manager and discretionary mandate manager, serving private clients, institutional investors, and Luxembourg residents through its Luxembourg Sicav MW Asset Management.

Differentiator

Problem solved

Functional benefit

Products and services

• MW Obligations Internationales International bond fund providing diversification through fixed-income securities across global markets for professional investors and Luxembourg residents. Article 8 SFDR classified.
• MW Actions Europe European equity fund investing in high-quality growth companies with superior market positions, solid balance sheets, and above-average growth perspectives, managed by Ralf Schmidgall. Article 8 SFDR classified.
• MW Multi-Caps Europe Flexible European equity fund allowing investment across companies of all sizes (large, mid, small-cap) without mandatory allocation to any category. PEA-eligible while permitting up to 25% investment in OECD securities and emerging markets. Article 8 SFDR classified.
• MW Patrimoine Balanced fund combining equity and bond investments to provide moderate risk-adjusted returns for clients seeking diversification across asset classes. Article 8 SFDR classified.
• MW Actions Global Global equity fund investing a minimum 70% in US stocks with discounted valuations through stock-picking on undervalued sectors including energy, healthcare, and telecom. Formerly named MW Actions USA, renamed MW Actions Global in April 2024. Article 8 SFDR classified.
• Gestion Privée (Private Management) Bespoke private wealth management service providing dedicated asset manager or heritage advisor tailored to individual high-net-worth client needs, risk profiles, and investment objectives via discretionary portfolios under mandate (comptes sous mandat).
• Gestion de Patrimoine (Heritage Management) Heritage/patrimonial advisory service addressing patrimonial, family, and fiscal considerations to help private clients prepare for their future and that of their loved ones.
• Family Office Full-service family office capability for high-net-worth individuals and families seeking integrated management of their complete financial and heritage needs.
• Investissement ESG ESG (Environmental, Social, Governance) investment service integrating sustainability criteria into portfolio construction and investment decisions across all five Article 8 SFDR-classified fund compartments.

Quantifiable outcome

• MW Actions Europe: +19% in 2023; MW Obligations Internationales: +6.7% in 2023; MW Patrimoine: +6.5% in 2023; MW Actions Europe: +16% in Q1 2023
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• La Financière de l'EuropecoreChannel Partner/ Reseller/ Distributor · 1 January 2021Since January 2021, La Financière de l'Europe has entrusted MW Gestion with the management of its clients' assets. La Financière de l'Europe is an independent brokerage firm created in 2005 by Guillaume Lemaire, specializing in asset allocation with a portfolio of 1,000 clients representing over 125 million euros in assets under management. La Financière de l'Europe is the first investor in MW Asset Management's Luxembourg Sicav. The partnership allows La Financière de l'Europe clients to benefit from the synergy of competencies between the two firms.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Erasmus Gestion: Paris-based independent asset manager serving private wealth and institutional clients with European equity, bond and diversified strategies. Direct French boutique comparable with overlapping HNW client base and fund range.
• Amplegest: Paris-based independent boutique asset manager with a multi-expertise team managing equity, bond and balanced strategies for private and institutional investors — a near-identical operating profile to MW Gestion.
• Montpensier Finance: Independent French asset management company specializing in European equities and conviction-based thematic investing. Closely mirrors MW Gestion's boutique model, French HNW focus, and direct engagement with listed companies.
• Dorval Asset Management: Paris-based independent boutique asset manager focused on conviction-driven equity and multi-asset strategies for private and institutional clients. Comparable to MW Gestion in scale, French regulatory standing, and conviction-based investment philosophy.
• DNCA Investments: Major French independent asset manager (subsidiary of Natixis IM) with a conviction-based approach to European and global equities and bonds. A scaled-up comparable of MW Gestion's investment philosophy within an independent distribution model.
• Sunny Asset Management: French independent asset manager offering multi-expertise portfolio management to private and institutional clients. Similar in size, AMF-regulated status, and multi-strategy boutique positioning to MW Gestion.
• Talence Gestion: Independent French asset management firm focused on discretionary management mandates and managed funds for HNW clients. Closely comparable in size, philosophy and reliance on intermediated distribution.

Broad incumbents

• Lazard Frères Gestion: French private banking and asset management arm of the Lazard group, serving HNW and institutional clients across European equities and fixed income. Comparable in serving French HNW/UHNW private clients but with significantly broader scale and product range.
• Covéa Finance: French asset manager with a multi-expertise approach managing equity, bond and diversified strategies. Comparable investment universe and French HNW/institutional reach, though at a meaningfully larger scale than MW Gestion.
• Rothschild & Co Asset Management: Wealth and asset management arm of Rothschild & Co, offering discretionary management and funds to private clients across Europe. Operates as a broad incumbent with overlapping HNW/UHNW client base but materially larger AUM and product depth.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mw-gestion

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 MW Gestion