Richelieu Invest

What Richelieu Invest does

Richelieu Invest is a newly established private banking and wealth management entity operating as an investment vehicle under Groupe Banque Richelieu, the Paris-based banking group founded in 1985. The company provides asset management, fixed income, equity, diversified funds and discretionary portfolio management services aimed primarily at high-net-worth individuals seeking wealth preservation, growth and succession planning. As of end-June 2026, the group reported approximately €11 billion in assets under management, with a stated three-year target to reach €15 billion, and operates a Swiss subsidiary, Banque Richelieu Switzerland (formerly Kaleido Privatbank Zürich), which was fully acquired in 2026 to anchor cross-border private banking.

The business model is anchored on recurring management fees on assets under management, with the AUM base growing through net inflows and selective external acquisitions. The capital structure is conservative for the segment, with consolidated own funds of €230 million, a 25% consolidated capital ratio, a 355% Liquidity Coverage Ratio and a 170% Net Stable Funding Ratio — all well above prudential minimums and supportive of further inorganic growth. The go-to-market relies on direct, relationship-led distribution typical of private banking, targeting HNWIs in Western Europe, with Switzerland as a flagship market alongside France.

Strategically, Richelieu Invest is positioned as a growth platform combining organic AUM scaling, internal synergies across the group, an "AI-driven transformation" agenda, and selective acquisitions. Operational signals are still nascent: the company's website was under maintenance at the time of data collection, and no product-level fee schedules, segment revenue splits, named client mandates, or leadership disclosures were available, leaving execution visibility limited at this early stage.

Name

Richelieu Invest

Legal name

Richelieu Invest

Website

https://richelieuinvest.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Richelieu Invest is a Paris-based wealth and asset management firm serving high-net-worth individuals through fixed income, equity, diversified funds and discretionary mandates, operating under Groupe Banque Richelieu with €11 billion AUM and a Swiss subsidiary.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management
• Asset management
• Private banking
• Portfolio management
• Fixed income management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Generates revenue through management fees on assets under management (AUM). The company grows its fee base through net inflows and AUM growth toward its €15 billion target.

Core offering

Richelieu Invest is a French wealth and asset management firm, part of Groupe Banque Richelieu, that provides discretionary portfolio management, fixed income, equity, and diversified funds to high-net-worth private and institutional clients. The group also operates Banque Richelieu Switzerland (formerly Kaleido Privatbank Zürich), its fully-owned private bank subsidiary, giving clients a France–Switzerland dual-jurisdiction offering.

Product overview

Richelieu Invest operates as a newly established investment vehicle under Groupe Banque Richelieu, alongside its newly acquired Swiss subsidiary (Banque Richelieu Switzerland, formerly Kaleido Privatbank Zürich). The company offers wealth and asset management services, aiming to grow its assets under management from €11 billion to €15 billion within three years through organic growth, internal synergies, AI-driven transformation, and selective external acquisitions.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management
• Fixed Income Funds
• Equity Funds
• Diversified Funds

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Lazard: Paris-listed financial advisory and asset management firm with a substantial European wealth management franchise serving HNW clients. Comparable product mix (asset management, fixed income, equity, diversified funds) and customer base to Richelieu Invest.
• Rothschild & Co: Paris-based wealth and asset management group with significant European private banking and discretionary portfolio management activities. Comparable as a French-anchored, European-focused wealth manager serving HNW/UHNW families with advisory and discretionary mandates.
• Indosuez Wealth Management: French-headquartered private bank serving HNW and UHNW clients with discretionary portfolio management and wealth advisory across Europe and Asia. Directly comparable in target customer (HNWIs), product mix (discretionary management, diversified funds), and European cross-border model that Richelieu Invest is pursuing.
• Union Bancaire Privée (UBP): Geneva-based private bank focused on wealth management for HNW and UHNW clients with discretionary portfolio management and asset management services. Directly comparable Swiss-headquartered private banking peer serving similar European clientele.
• Edmond de Rothschild: Swiss-headquartered private banking and asset management group serving HNW/UHNW families across Europe with discretionary and advisory mandates. Comparable as a Franco-Swiss private bank focused on wealth management for HNW clients.
• Mirabaud: Swiss private bank offering wealth management, asset management, and discretionary portfolio management for HNW individuals and families. Comparable in scale band, target client, product offerings, and Franco-Swiss private banking orientation.
• Pictet Group: Geneva-based private banking and asset management group managing hundreds of billions of AUM for HNW and institutional clients. Comparable in product suite (discretionary portfolio management, fixed income, equity, diversified funds) and Swiss/European footprint overlapping with Richelieu Invest's Swiss subsidiary.

Broad incumbents

• UBS Wealth Management: Global wealth management leader serving HNW and UHNW clients with discretionary portfolio management, asset management, and cross-border services. Comparable at the product and customer level but operates at vastly greater scale across many more geographies.
• BNP Paribas Wealth Management: Wealth management arm of a major French universal bank serving HNW and UHNW clients globally. Comparable customer segment and product mix but operates as part of a much broader financial institution rather than as a focused private bank.
• Société Générale Private Banking: Private banking division of a major French universal bank offering wealth management and discretionary portfolio management to HNW clients across Europe and internationally. Comparable offering but embedded within a much larger banking group.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/richelieuinvest

Revenue estimate

Valuation estimate

Number of profiles

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 Richelieu Invest