Dubly Transatlantique Gestion

What Dubly Transatlantique Gestion does

Dubly Transatlantique Gestion is a French asset management company (Société Anonyme) headquartered in Lille at 50 boulevard de la Liberté, operating as an AMF-licensed portfolio management company (license GP-13000030). The firm is a subsidiary of Banque Transatlantique and sits within the Crédit Mutuel Alliance Fédérale banking group, one of France's largest mutual banking conglomerates operating under 'entreprise à mission' status. With 51-100 employees and secondary offices in Paris, Nancy, and Tassin La Demi-Lune, the company serves individual investors and OPC fund subscribers through three core service lines: Gestion sous mandat (discretionary portfolio management where managers define investor profiles and select vehicles), Gestion conseillée (advisory management with personalized recommendations while clients retain decision authority), and Gestion collective (collective investment through SICAV mutual funds and fonds communs de placement). The investment philosophy is conviction-based and long-term, grounded in fundamental analysis of companies and the macroeconomic environment, with stated focus on identifying trends in growth, inflation, interest rates, and innovation.

The firm's underlying technology and operational stack is conventional for French wealth management: standard portfolio management services, a secure online client portal (Espace Client) authenticated through Banque Transatlantique, website hosting by Euro-Information (a Crédit Mutuel group IT entity based in Strasbourg), and no disclosed proprietary technology, AI/ML systems, or quantitative models. No API, SDK, mobile app, or integrations beyond the parent banking ecosystem are documented. The product surface is well-defined across the three management approaches plus a family of OPC vehicles (SICAV and FCP), with documented portfolio managers specializing in equities (Béryle Courcoux, Thomas Delhaye, Quentin Chaillou) and fixed income/private credit (Thaïs Coty), under the leadership of Charlotte Tasso (Directrice Générale) and Pascal Le Coz (Directeur Général Adjoint).

Revenue is generated through subscription/recurring management fees calculated as a percentage of assets under management across the three service lines, with pricing not publicly disclosed but structured as quote-based, tailored to client profiles and investment amounts. Distribution operates through three channels: the website client portal, four customer relationship centers operating under the Banque Transatlantique brand, and the broader Banque Transatlantique branch network across France. The firm explicitly restricts its geographic footprint to France, stating it is not authorized as a broker, distributor, or investment advisor in the United States. The company has aligned with Crédit Mutuel Alliance Fédérale's purpose statement 'Ensemble, écouter et agir' (Together, listen and act) and operates under the group's 'entreprise à mission' governance framework.

Name

Dubly Transatlantique Gestion

Legal name

Dubly Transatlantique Gestion

Website

https://dublytransatlantiquegestion.com

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Short description

Dubly Transatlantique Gestion is an AMF-licensed French asset management company (subsidiary of Banque Transatlantique within Crédit Mutuel Alliance Fédérale) offering discretionary portfolio management, advisory management, and collective OPC fund investment services to individual investors in France through the Banque Transatlantique branch network.

Ownership category

akta.pro rank

Headquarters

HQ city

Lille

HQ country

France

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Fees: Fees charged for discretionary and advisory portfolio management services provided to clients, typically calculated as a percentage of assets under management.
2. OPC Fund Management Fees: Management fees collected from collective investment schemes (SICAV and fonds communs de placement) offered to investors seeking conviction-based, long-term management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Dubly Transatlantique Gestion is an AMF-licensed French portfolio management company (Société de Gestion de Portefeuille) offering three core services: discretionary management (Gestion sous mandat) where experienced managers fully handle portfolio decisions, advisory management (Gestion conseillée) providing personalized recommendations while clients retain control, and collective management (Gestion collective) through SICAV and FCP mutual funds based on fundamental analysis and long-term conviction strategies.

Product overview

Dubly Transatlantique Gestion is a portfolio management company offering three main services: Gestion sous mandat (discretionary management), Gestion conseillée (advisory management), and Gestion collective (collective investment through OPC funds). The company is a subsidiary of Banque Transatlantique and part of Crédit Mutuel Alliance Fédérale. The offerings enable clients to invest in financial markets with varying levels of delegation, from fully managed portfolios to self-directed investing with professional guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion sous mandat

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Crédit Mutuel Alliance FédéralecoreOthersDubly Transatlantique Gestion operates as part of the Crédit Mutuel Alliance Fédérale group, sharing its values and social mutual responsibility policy. The group has adopted 'entreprise à mission' status with the purpose statement 'Ensemble, écouter et agir' (Together, listen and act). Dubly adheres to the group's five ambitions and fifteen commitments covering members & customers, governance, societal, social, and environmental management.
• Banque TransatlantiquecoreChannel Partner/ Reseller/ DistributorDubly Transatlantique Gestion is a subsidiary of Banque Transatlantique and distributes its services through the Banque Transatlantique branch network. The company shares branding and operates under the Transatlantique brand umbrella, which includes Banque Transatlantique FR, EN, Luxembourg, Belgium, and Transatplan.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• ODDO BHF Asset Management: French-German asset manager offering discretionary management, advisory, and a broad SICAV/FCP range to private banking clients. Highly comparable mid-sized AM with similar HNW/retail focus and conviction-driven active strategies.
• DNCA Finance: Paris-based independent asset manager specializing in conviction-driven equity, fixed income, and balanced funds for retail and institutional clients. Comparable active management DNA and SICAV/FCP product set.
• Mandarine Gestion: Paris-based independent asset manager focused on European equities and conviction-driven active funds. Comparable mid-sized, active management firm distributing through French private banking networks.
• Lazard Frères Gestion: French AM arm of Lazard, providing active long-only funds and managed mandates to private clients and institutions. Comparable active, conviction-based philosophy and HNW private banking clientele.
• Federal Finance Gestion: French asset management subsidiary of Crédit Mutuel Arkéa, offering discretionary management and collective funds via a regional mutual banking network. Closely analogous captive distribution and product mix within the broader Crédit Mutuel ecosystem.
• Rothschild & Co Asset Management: Wealth and asset manager within a private banking group, offering discretionary, advisory, and collective investment solutions to HNW individuals. Comparable business mix and parent-bank distribution model.
• Ofi Invest Asset Management: Mid-sized French asset manager affiliated with mutual insurance groups, offering active long-only funds and discretionary management to retail and institutional clients. Comparable mid-market scale and active management focus.

Regional players

• La Banque Postale Asset Management: AM arm of La Banque Postale (LBP group), distributing active and passive funds through its parent bank network to French retail clients. Comparable captive bank-channel distribution model.

Broad incumbents

• Natixis Investment Managers: Multi-affiliate global asset manager owned by Groupe BPCE. Provides diversified active and passive solutions, competing for the same French retail and HNW mandates as Dubly.
• Amundi: Europe's largest asset manager, owned by Crédit Agricole. Offers the full discretionary, advisory, and collective investment stack to retail and institutional clients; a broad incumbent competitor with overlapping product set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/sharing/share-offsite/?url=/fr/index.html

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Dubly Transatlantique Gestion