Richelieu Gestion

What Richelieu Gestion does

Richelieu Gestion, operating commercially as Richelieu Invest, is the dedicated asset management company of Groupe Banque Richelieu, a private banking group with offices in France, Monaco, Switzerland, and the GCC. The firm was formed in 2025 from the 100% acquisition of Hugau Gestion by Richelieu Gestion, combining the two entities' historical expertise into a single platform. It manages more than €2 billion in assets under management across a team of approximately 25 employees based in Paris.

The product platform is organized around five pillars: Gestion Active Obligataire (active bond management), Gestion Diversifiée (diversified management), Gestion Actions (equity management), Gestion Dédiée (dedicated management), and Gestion sous Mandat (discretionary portfolio management). These are delivered through three OPCVM (UCITS) building blocks covering monetary & bond, diversified, and equity asset classes, alongside discretionary mandates that can incorporate OPCs, ETFs, equities, bonds, and structured products. The firm holds French asset management authorization and complies with SFDR and SRI disclosure frameworks; Russia/Belarus fund subscriptions are restricted under EU sanctions.

Revenue is generated entirely through recurring asset management fees on AUM. Distribution is anchored in the captive private banking network of Groupe Banque Richelieu, with a growing external client base of wealth management advisors (CGPs) and institutional investors accessing the UCITS and mandate platform directly. The firm is a wholly-owned subsidiary of Groupe Banque Richelieu, with no external equity or PE ownership disclosed.

Name

Richelieu Gestion

Legal name

Richelieu Invest

Website

https://richelieugestion.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Richelieu Gestion (Richelieu Invest) is the asset management arm of Groupe Banque Richelieu, managing over €2 billion in AUM across UCITS funds and discretionary mandates in bond, diversified, and equity strategies, serving private clients of the group and external wealth advisors and institutional investors.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Asset management services
• UCITS fund management
• Active bond management
• Discretionary portfolio management
• Wealth management solutions

Headquarters

HQ city

Paris

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. Asset Management Fees: Richelieu Invest generates revenue through management fees charged on assets under management across its range of UCITS funds (monetary & bond, diversified, equity) and discretionary mandate portfolios. As a pure player in wealth management, the firm earns recurring management fees based on AUM.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Richelieu Invest is the asset management company of Groupe Banque Richelieu, managing over €2 billion in assets under management through active bond, diversified, and equity strategies. It offers a complete UCITS fund platform (monetary & bond, diversified, equity) alongside discretionary mandate management (gestion sous mandat) covering OPCs, ETFs, equities, bonds, and structured products. The firm was formed through the 100% acquisition of Hugau Gestion by Richelieu Gestion and serves both the private clients of Groupe Banque Richelieu and an external clientele of wealth management advisors and institutional investors.

Product overview

Richelieu Invest is the asset management subsidiary of Groupe Banque Richelieu. It offers a unified platform of investment solutions combining asset management services and discretionary management. The product portfolio is organized around five main categories: Gestion Active Obligataire (active bond management), Gestion Diversifiée (diversified management), Gestion Actions (equity management), Gestion Dédiée (dedicated management), and Gestion sous Mandat (discretionary portfolio management). The company manages over €2 billion in assets under management across approximately 25 employees. The offerings combine the historical expertise of Richelieu Gestion and Hugau Gestion, covering monetary, bond, diversified, and equity asset classes.

Differentiator

Problem solved

Functional benefit

Brands

• Richelieu Invest Funds: A complete range of OPCVM funds covering monetary & bond management, diversified management, and equity management.

Products and services

• Gestion Active Obligataire (Active Bond Management) Active management of fixed-income strategies focused on bond securities, positioned as the core expertise (Maison de la gestion active obligataire) of the firm and targeted at financial intermediaries and institutional clients.
• Gestion Diversifiée (Diversified Management) Diversified investment solutions combining multiple asset classes to offer balanced portfolios, forming one of the three main OPCVM pillars of the firm's offering.
• Gestion Actions (Equity Management) Equity management focused on stock investments across various sectors and regions, forming one of the three main OPCVM pillars.
• Gestion Dédiée (Dedicated Management) Dedicated management solutions tailored to specific client needs and investment preferences, designed to address bespoke portfolio requirements.
• Gestion sous Mandat (Discretionary Portfolio Management) Discretionary portfolio management service where specialists manage clients' securities portfolios including OPCs, ETFs, stocks, bonds, and structured products. Targeted at clients who wish to delegate financial management entirely to professional specialists.
• OPCVM Funds (UCITS Collective Investment Vehicles) UCITS-compliant collective investment vehicles (Organismes de Placement Collectif en Valeurs Mobilières) covering monetary, bond, diversified, and equity asset classes, structured around three main pillars combining the historical expertise of Richelieu Gestion and Hugau Gestion.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Hugau GestioncoreStrategic or Co-development PartnerRichelieu Invest was formed through the 100% acquisition of Hugau Gestion by Richelieu Gestion. This strategic merger combined the expertise and resources of both entities to create a unified asset management company offering innovative and performative investment solutions. The merger integrated Hugau Gestion's historical expertise into the Richelieu Invest platform.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• LBPAM (La Banque Postale Asset Management): French asset manager affiliated with a major French banking group, offering bond, equity, and diversified funds to institutional and retail-intermediated clients. Comparable as a French bank-affiliated asset manager but at substantially greater scale.
• Ostrum Asset Management: Large French institutional asset manager (Natixis affiliate) with significant fixed income and multi-asset capabilities. Comparable as a French active asset manager but much larger in scale, serving primarily institutional clients.
• Lombard Odier Asset Management: Swiss private banking and asset management group with strong fixed income, multi-asset, and equity franchises. Comparable as a Geneva-based private banking group with active management capabilities across similar asset classes, though at meaningfully greater scale.
• Indosuez Wealth Management Asset Management: Asset management capabilities of Crédit Agricole's Indosuez private banking arm, serving HNW and institutional clients across Europe, Asia, and the Middle East. Comparable as a French-headquartered private banking group with active management offerings across multiple geographies including GCC.

Direct peers

• Lazard Frères Gestion: French asset management subsidiary of Lazard offering active management across equities, fixed income, and diversified mandates to institutional and private clients in France and Europe. Directly comparable as a French active asset manager serving institutional and intermediated distribution.
• Carmignac: Independent French asset manager with European and global distribution, known for active fixed income, equity, and diversified funds. Comparable as an independent French active manager with cross-border intermediated distribution.
• Mandarine Gestion: Independent French asset manager focused on active European equity, fixed income, and diversified strategies distributed via private banks and wealth advisors. Comparable as a mid-sized French active manager targeting similar CGPs and institutional client segments.
• Rothschild & Co Asset Management: Asset management arm of the Rothschild & Co private banking group offering active bond, equity, and diversified solutions across Europe. Comparable as the asset management subsidiary of a French-headquartered private banking group with similar geographic footprint.
• Edmond de Rothschild Asset Management: French/European asset manager offering active fixed income, equity, and diversified strategies distributed through private banking and intermediated channels. Comparable as a mid-sized European active manager with similar product mix and distribution model.
• Syz Asset Management: Swiss private banking and asset management group offering active fixed income, equity, and multi-asset strategies to private and institutional clients. Comparable as a European private banking-affiliated active manager with similar multi-geography footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCZdz1WMoFhaY5CQTPgOSmFQ
• LinkedInlinkedin.com/company/richelieu-gestion
• Instagraminstagram.com/banque_richelieu

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

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 Richelieu Gestion