APICIL Investment Solutions

What APICIL Investment Solutions does

APICIL Investment Solutions is the institutional structured-products arm of Equitim, a regulated investment firm headquartered in Boulogne-Billancourt, France, and a subsidiary of Groupe APICIL, one of France's leading social-and-wealth-protection groups. Operating under ACPR authorization number 11283 with dual oversight from the ACPR and the AMF, the firm designs bespoke structured investment products (produits structurés sur mesure) for enterprises, institutional investors, associations, foundations, and corporate holdings. As of 31/12/2024 it reported 1,200 products delivered, €3.2 billion of structured nominal, and 150+ enterprise and institutional clients — all concentrated in the French market.

Name

APICIL Investment Solutions

Legal name

Equitim

Website

https://apicil-is.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

APICIL Investment Solutions is a French, ACPR-regulated (no. 11283) subsidiary of Groupe APICIL that designs bespoke structured investment products for enterprises, institutional investors, associations, foundations, and corporate holdings in France.

Ownership category

akta.pro rank

Product category

Institutional Structured Investment Products

NAICS

Portfolio Management and Investment Advice (52394), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset & Basket-Linked Notes (FSACAMAI)

akta.pro secondary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Structured investment products
• Institutional asset management
• Corporate treasury solutions
• Bespoke financial engineering
• Independent investment research

Headquarters

HQ city

Boulogne-billancourt

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Structured product structuring and advisory fees: APICIL Investment Solutions designs bespoke structured investment products for institutional clients and earns fees from structuring, advisory, and ongoing management of these products. As a regulated investment firm (enterprise d'investissement agréée ACPR under number 11283), the primary revenue stream is derived from structuring fees and potentially ongoing management/reporting fees associated with the structured products it designs.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

APICIL Investment Solutions designs, structures, and manages bespoke (non-standardized) structured investment products for institutional and corporate clients, covering interest rates, equities and equity indices, bonds, credit, commodities, and foreign exchange. Products are engineered through integrated financial engineering, supported by independent macroeconomic and market research, and delivered with ongoing client monitoring and reporting. As of 31/12/2024, the firm has structured over 1,200 products representing €3.2 billion of nominal for more than 150 enterprise and institutional clients.

Product overview

APICIL Investment Solutions offers a unified suite of bespoke structured investment products and services. The core offering consists of customized structured products (Produits structurés sur mesure), supported by integrated engineering capabilities covering all major asset classes (interest rates, equities, bonds, credit, commodities, and forex), independent macroeconomic research, and dedicated client tools including a secure web portal, product presentations, and regular reporting. The company operates as a brand of Equitim (500 933 635 R.C.S. Nanterre) and is regulated by ACPR (no. 11283) and AMF, serving enterprises, institutional investors, associations, foundations, and holding companies with approximately 1,200 structured products representing €3.2 billion in notional amount.

Differentiator

Problem solved

Functional benefit

Products and services

• Bespoke Structured Investment Products (Produits structurés sur mesure) Customized (non-standardized) structured investment products designed to meet specific investment objectives, risk profiles, and regulatory or accounting constraints of institutional clients, corporations, associations, foundations, and holding companies. Covers underlying asset classes including interest rates, equities and equity indices, bonds, credit, commodities, and foreign exchange.
• KeyOps Secure Client Portal (Espace client KeyOps)

Quantifiable outcome

• 1,200+ structured products processed
• +2 more outcomes

Named customers1 record

Segments4 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

19 partnerships are on record, tiered core and minor.

• Crédit Agricole TitrescoreTechnology or IntegrationCrédit Agricole Titres serves as the key operational partner for account-keeping (tenue de compte) and securities services (services titres), providing the secure custody and administration infrastructure that underpins APICIL Investment Solutions' structured product operations.
• Bank of AmericaminorOthersListed among the partner banks of APICIL Investment Solutions, likely serving as a structuring or issuance counterparty for structured products.
• BarclaysminorOthersListed among the partner banks of APICIL Investment Solutions.
• BNP ParibasminorOthersListed among the partner banks of APICIL Investment Solutions.
• CitiminorOthersListed among the partner banks of APICIL Investment Solutions.
• Deutsche BankminorOthersListed among the partner banks of APICIL Investment Solutions.
• Goldman SachsminorOthersListed among the partner banks of APICIL Investment Solutions.
• HSBCminorOthersListed among the partner banks of APICIL Investment Solutions.
• JP MorganminorOthersListed among the partner banks of APICIL Investment Solutions.
• Morgan StanleyminorOthersListed among the partner banks of APICIL Investment Solutions.
• NatixisminorOthersListed among the partner banks of APICIL Investment Solutions.
• UBSminorOthersListed among the partner banks of APICIL Investment Solutions.
• Société Générale (SG)minorOthersListed among the partner banks of APICIL Investment Solutions.
• VontobelminorOthersListed among the partner banks of APICIL Investment Solutions.
• UniCreditminorOthersListed among the partner banks of APICIL Investment Solutions.
• Groupe APICILcoreStrategic or Co-development PartnerAPICIL Investment Solutions is a subsidiary of Groupe APICIL, a leading player in social and wealth protection in France. This parentage provides a solid and enduring framework, while leaving APICIL Investment Solutions the autonomy to deploy specialized, demanding, bespoke financial engineering.
• EQUITIMcoreStrategic or Co-development PartnerAPICIL IS is a brand of EQUITIM (500 933 635 R.C.S. Nanterre), a regulated investment company authorized by the ACPR under number 11283 and controlled by the ACPR and AMF. EQUITIM serves as the regulated parent entity for APICIL Investment Solutions.
• ODDO BHFminorOthersAPICIL Investment Solutions draws on ODDO BHF's primary research as an input for its independent market analysis, which is then cross-referenced, discussed, and interpreted internally.
• Les Cahiers Verts de l'Économie (L.C.V. Research)minorOthersLes Cahiers Verts de l'Économie provides research publications that APICIL Investment Solutions uses as a primary source for independent market analysis, alongside ODDO BHF research, with content co-developed into weekly market chronicles.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Goldman Sachs (Structured Products): Global investment bank with a leading structured products franchise for institutional and corporate clients. Listed by APICIL IS as a partner bank; comparable in serving complex bespoke mandates, but as part of a much larger global platform.
• Société Générale (Equity Derivatives & Structured Products): Global bank with one of Europe's largest structured products franchises, listed by APICIL IS as a partner bank. Comparable in serving French institutional and corporate clients with structured solutions, but at significantly larger scale.
• Natixis (Structured Products / Equity Derivatives): French bank with a major structured products and equity derivatives franchise serving corporate and institutional clients. Overlaps with APICIL IS in the French institutional structured products market, but is part of a much broader banking group.
• Deutsche Bank (Structured Products): Global bank with a major structured products, equity derivatives, and flow derivatives franchise for institutional and corporate clients. Listed as a partner bank of APICIL IS and a comparable broad incumbent in the same space.
• UBS (Structured Products / Investment Solutions): Global wealth and asset manager with a large structured products and derivatives business serving both wealth and institutional clients. Overlaps with APICIL IS in bespoke multi-asset structuring, particularly for the European institutional market.
• JP Morgan (Structured Products): Global bank with a significant structured products and derivatives business serving corporate and institutional clients. Listed as a partner bank of APICIL IS and a key competitor in the European institutional structured products market.
• BNP Paribas (Equity & Quantitative Derivatives): Top-tier European bank with a deep structured products and derivatives business serving corporate treasuries and institutional clients. Listed as a partner bank of APICIL IS and a direct competitor for French institutional mandates.

Direct peers

• Vontobel: Swiss-listed specialist in structured products and derivatives, with a multi-asset engineering platform serving institutional and private banking clients. Closely comparable to APICIL IS as a non-templated, multi-asset structurer in the European market.
• Leonteq: Swiss-headquartered structured products specialist offering bespoke and platform-issued investment products across asset classes, including for institutional clients. Direct peer in the multi-asset structured solutions space.

Regional players

• LBBW (Landesbank Baden-Württemberg Structured Products): German Landesbank with a sizable structured products issuance and distribution franchise primarily in the German-speaking and broader European institutional market. Comparable as a non-templated structurer, but with primary geographic focus in Germany rather than France.

Market position

Strengths4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/apicil-investment-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 APICIL Investment Solutions