Montpensier Arbevel

What Montpensier Arbevel does

Montpensier Arbevel is a French independent asset management and private wealth management firm headquartered in Paris, formed in 2016 through the merger of Montpensier Finance and Arbevel. The firm is controlled by its management with the support of Amundi Asset Management and Weinberg Capital Partners, and operates as an AMF-authorized portfolio management company (GP 97-125). It manages more than €5 billion in assets under management across approximately 35 funds spanning seven asset-class categories: fixed income (Taux), convertible bonds, international thematic equities, European small/mid cap equities, European large cap equities, diversified and dedicated funds, and private assets (notably private debt for SMEs via the Arbevel Dette Privée PME funds with European Investment Fund guarantees, and the Arbevel Life Sciences Crossover healthcare private-equity vehicle).

The firm serves a hybrid client base through two complementary divisions. The Asset Management division markets funds to institutional investors in France, Switzerland (qualified investors), Luxembourg, Belgium, Germany, and Italy via direct sales, alongside intermediated distribution through CGPs, Family Offices, and an extensive insurance/banking shelf-space network (Allianz, Axa Thema, Cardif, Eres, Generali, Spirica, Swisslife, etc.). The Private Wealth Management division — supplemented by the wholly-owned Actis Patrimoine Family Office subsidiary — provides discretionary management and wealth advisory services (estate planning, philanthropy, retirement, holding/TPE-PME cash management) to high-net-worth individuals, families, and entrepreneurs.

Revenue is generated through recurring management fees on UCITS funds, dedicated mandates, and discretionary portfolios, with pricing varying by share class (IC, RC, ID, RD, IPC, IPD), fund type, and distribution channel. The investment process is built on proprietary in-house methods for portfolio construction across fixed income, equities, and convertibles, layered on the Amundi Alto portfolio management platform, with ESG integrated throughout via third-party data from MSCI and ISS and adherence to PRI, TCFD, TNFD, SFDR Article 8/9, Greenfin and Towards Sustainability standards. The firm employs 80+ professionals and is led by Guillaume Dard (Chairman of the Supervisory Board) and Jean-Baptiste Delabare (President of the Management Board).

Name

Montpensier Arbevel

Legal name

Montpensier Arbevel, S.A.S.

Website

https://montpensier-arbevel.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

Montpensier Arbevel is a Paris-based independent asset manager managing €5B+ AUM across ~35 funds in fixed income, convertibles, equities, and private assets. It serves institutional and qualified investors across six European countries, and high-net-worth families through private wealth management and its Actis Patrimoine Family Office subsidiary.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged on assets under management across investment funds (UCITS), dedicated funds, and discretionary mandates. Fees vary by share class (IC, RC, ID, RD, IPC, IPD) and fund type.
2. Private Wealth Management Services: Financial management and wealth advisory services for families and entrepreneurs, including portfolio structuring, estate planning, and philanthropy advisory.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Montpensier Arbevel is a French entrepreneurial asset management company managing more than €5 billion in assets under management across a range of UCITS investment funds spanning fixed income, convertible bonds, European equities (large, small, and mid cap), international thematic equities, diversified funds, and private assets (private debt and private equity). The firm also offers discretionary private wealth management, intermediated portfolio management for clients referred by wealth advisors (CGPs) and family offices, and family office services through its wholly-owned subsidiary Actis Patrimoine.

Product overview

Montpensier Arbevel is a French entrepreneurial asset management company offering a comprehensive range of investment products across multiple asset classes and strategies. The company operates through two main divisions: Asset Management (offering fixed income, convertible bonds, international thematic equities, European small/mid cap, European large cap, diversified funds, and private assets) and Private Wealth Management (providing financial management, wealth advisory, and philanthropy services). The product portfolio includes over 35 distinct funds spanning Taux/Fixed Income (Arbevel Short Term Credit, M All Weather Bonds, Meilleurtaux Horizon, Pluvalca Credit Opportunities, Pluvalca RentOblig), Obligations Convertibles (M Convertibles, M Global Convertibles, M International Yield Convertible), Actions Thématiques Internationales (Aesculape SRI, MA Climate Clean Energy, Tech Future SRI, M Sport Solutions SRI, Pluvalca Global Blockchain Equity, MA Strategic Leaders, Global Onshoring & Sovereignty), Actions Européennes Small et Mid Cap (Pluvalca Disruptive Opportunities, Pluvalca Initiatives PME, MA Small Midcaps Europe, Pluvalca Sustainable Opportunities), Actions Européennes Large Cap (Best Business Models SRI, Great European Models SRI, Improving European Models, M Prime Europe Stocks), Diversifiés (Pluvalca Alterna Plus, Pluvalca Multimanagers, TrendSelection PEA Evolutif), and Private Assets (Arbevel Dette Privée PME, Arbevel Life Sciences Crossover). The company also offers intermediated management services and operates Actis Patrimoine as a 100%-owned Family Office subsidiary. Montpensier Arbevel is regulated by the AMF (GP 97-125) and serves clients in France, Switzerland, Luxembourg, Belgium, Germany, and Italy.

Differentiator

Problem solved

Functional benefit

Brands

• M Funds: Product line including M Convertibles, M Global Convertibles, M All Weather Bonds, M Prime Europe Stocks, M Sport Solutions SRI, MA Climate Clean Energy, MA Strategic Leaders, MA Small Midcaps Europe
• Pluvalca
• Aesculape SRI
• Arbevel
• Great European Models SRI
• Best Business Models SRI

Products and services

• Fixed Income (Taux) Funds Fixed income fund range covering short-term credit, multi-strategy flexible bonds, maturity funds, and private debt. Includes Arbevel Short Term Credit, M All Weather Bonds, Meilleurtaux Horizon, Meilleurtaux Horizon 2031, Pluvalca Credit Opportunities, Pluvalca Credit Opportunities 2031, and Pluvalca RentOblig. Designed for investors seeking euro and international credit exposure.

Quantifiable outcome

• 15+ years track record in convertible bonds management
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Ten partnerships are on record, tiered core, minor and strategic.

• Amundi IntermédiationcoreTechnology or IntegrationAmundi Intermédiation, licensed as an investment firm, handles order reception and transmission for the majority of financial instruments. Montpensier Arbevel entrusts order transmission to Amundi Intermédiation for best execution.
• CACEIScoreTechnology or IntegrationCACEIS serves as depositary and fund administrator for Montpensier Arbevel funds, providing custody and NAV calculation services.
• Climate Action 100+minorOthersInvestor alliance representing over $65 trillion in assets launched at One Planet Summit. Montpensier Finance joined in December 2021 to encourage large greenhouse gas emitters to transition to cleaner energy.
• TNFD (Taskforce on Nature-Related Financial Disclosures)minorOthersWorking group focused on nature and biodiversity-related financial disclosures. Montpensier Finance joined in October 2022.
• UN Global CompactminorOthersMontpensier Finance adheres to the UN Global Compact and supports the Declaration of Human Rights as part of its investment procedure.
• Finance for Biodiversity PledgeminorOthersInitiative launched during COP15 in 2022 calling for mobilization of financial activities to support biodiversity restoration. Montpensier Finance joined in November 2022.
• UN PRI (Principles for Responsible Investment)minorOthersSignatory to UN PRI, committing to integrate ESG criteria into investment processes and promote responsible investment practices.
• Actis PatrimoinecoreStrategic or Co-development Partner100% subsidiary of Arbevel offering comprehensive Family Office services including structuring and management of family wealth, covering legal, strategic, financial, and real estate investments.
• ISS (Institutional Shareholder Services)strategicTechnology or IntegrationMontpensier Arbevel uses ISS for voting policy recommendations (ISS Governance), engagement actions (ISS Ethix), and Proxy Research services for independent analysis.
• MSCIstrategicTechnology or IntegrationMSCI ESG research provides environmental, social, and governance data for investment analysis and decision-making.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Federal Finance Gestion: Caisse d'Epargne-affiliated French asset manager offering fixed income, equities, and diversified funds with similar intermediated distribution model. Comparable scale and product overlap, particularly in fixed income and credit strategies.
• DNCA Finance: French active multi-asset manager with European equities, fixed income, and conservative/conviction strategies. Similar size band and French CGP/Family Office distribution footprint, making it a direct competitor for the same mandates.
• La Financière de l'Échiquier: French independent active asset manager of comparable AUM scale, offering European equities, convertibles, fixed income and thematic strategies with a similarly strong intermediated distribution focus. Directly comparable boutique competitor in the same channels and product categories.
• Sycomore Asset Management: French SRI-focused boutique asset manager with comparable AUM and similar emphasis on ESG integration, European equities, and impact/thematic strategies. Overlaps strongly on retail intermediated and institutional channels.
• Indosuez Wealth Management: Crédit Agricole's private wealth arm offering Family Office and discretionary management services comparable to Montpensier Arbevel's Private Wealth and Actis Patrimoine offering. Directly comparable business model for HNW/family clients in Europe.
• Edmond de Rothschild Asset Management: European asset manager with multi-asset capabilities (fixed income, equities, convertible bonds) and strong private wealth tie-ins. Comparable product range and client segments, though somewhat larger and more internationally distributed.

Broad incumbents

• Groupama Asset Management: French insurer-affiliated asset manager with extensive fixed income, equity and SRI capabilities. Much larger AUM but competes for the same intermediary distribution and ESG-labeled mandates.
• Lazard Frères Gestion: French arm of Lazard's asset management business, materially larger but offering overlapping active equity, fixed income and convertible bond strategies. Represents a broader incumbent competitor for institutional mandates and European retail shelf space.
• OFI Asset Management: Large French multi-affiliate asset manager (Macif, Matmut, Socfim) with a broad fixed income, equity and ESG product range. Overlaps significantly with Montpensier Arbevel's product set but operates at greater scale and with broader institutional reach.

Emerging players

• Mandarine Gestion: French SRI-focused boutique manager with European equity, thematic and impact strategies. Smaller scale but overlapping ESG philosophy, intermediated distribution, and thematic product set, representing an emerging peer for ESG-mandated flows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xtwitter.com/Montpensier
• LinkedInlinkedin.com/company/montpensier-arbevel

Compliance18 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Montpensier Arbevel