What One Gestion Privée does

One Gestion Privée is a French boutique independent wealth management advisory firm founded in 2015 by Frédéric Faive and legally structured as an EURL (Entreprise Unipersonnelle à Responsabilité Limitée), registered under SIRET 998 975 809 00018. The firm serves approximately 80 families across France, with a primary client base of business owners, self-employed professionals (TNS, including artisans, merchants, liberal professionals, and farmers), and high-net-worth individuals. It is regulated as an ORIAS-registered intermediary (number 26001762) under CIF, IAS, and Carte T categories, supervised by ACPR and AMF, and is a member of the CNCGP professional chamber; required professional liability insurance of €2,500,000 per claim and per year is in place with MMA IARD.

The firm's service portfolio is organized around a single integrated advisory journey rather than discrete product modules: a free 2-minute Diagnostic Patrimonial (an online questionnaire), a free 30-minute Bilan Patrimonial Offert discovery session, and an ongoing advisory relationship anchored by a proprietary "Relevé de Frais" (fee transparency tool) that exposes every entry charge, annual management fee, retrocession, and the adviser's own remuneration in euros on a per-product basis. Specialist advisory modules span real estate (SCI, LMNP), retirement (PER, Madelin), investments (assurance-vie, SCPI), social protection (prévoyance Madelin), and corporate structuring and exit planning (Holding Patrimoniale, Pacte Dutreil, Apport-Cession under Article 150-0 B ter, LBO Personnel/OBO, Cession d'Entreprise). All client work is delivered by the sole adviser, principally in person at Versailles and via secure video conference nationally, with periodic visits to secondary cities (Lille, Nantes, Fréjus, Challans).

The revenue model is hybrid: advisory fees (honoraires de conseil) and recurring commissions on subscribed products (assurance-vie, PER, SCPI) are both employed, and every component of adviser remuneration is disclosed in writing before any client commitment. Acquisition is entirely inbound and referral-driven — content marketing (blog, FAQs, city-specific landing pages), organic search, the free diagnostic lead magnet, and word-of-mouth — with no paid advertising, no intermediary channels, and no external capital. The firm has no subsidiaries, no funding rounds, no institutional investors, and no M&A activity; it remains a single-advisor EURL.

Name

One Gestion Privée

Legal name

One Gestion Privée

Website

https://onegestionprivee.fr

Company type

Private

Founded year

2015

Operating status

Operating

Short description

One Gestion Privée is a Versailles-based independent wealth management advisory firm (EURL) serving approximately 80 French families of business owners, self-employed professionals, and high-net-worth individuals, with all client work delivered by a single adviser.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Independent wealth advisory
• Patrimonial management
• Retirement planning
• Business owner advisory
• Tax optimization advisory

Headquarters

HQ city

Versailles

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Honoraires de conseil (Advisory Fees): Advisory fees charged directly to clients for consulting work, financial planning, and strategic recommendations. These fees are disclosed upfront and transparently before any engagement begins.
2. Commissions sur produits souscrits (Trails/Commissions on Subscribed Products): Commissions received from financial product providers (insurers, asset managers) on products subscribed by clients. These commissions are always announced in advance and displayed transparently via the firm's transparency tool. This is a hybrid model where both advisory fees and commissions can coexist.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

One Gestion Privée provides independent wealth management and financial advisory services for business owners (TNS/dirigeants) and high-net-worth individuals across France. Services span retirement planning (PER, Madelin), real estate (SCI, LMNP), investment selection (assurance-vie, SCPI), social protection (prévoyance), corporate structuring (holding, Pacte Dutreil, apport-cession), and business sale preparation (LBO/OBO, cession). The firm's defining feature is a proprietary fee transparency tool that discloses every product cost and the adviser's remuneration in euros before each client decision.

Product overview

One Gestion Privée is a boutique wealth management advisory firm serving business owners, self-employed professionals (TNS), and high-net-worth individuals across France. It operates as a unified advisory practice — not a platform with modules — organized around three core client journeys: (1) a free 2-minute Diagnostic Patrimonial, (2) a free 30-minute Bilan Patrimonial Offert, and (3) an ongoing structured advisory relationship. The service portfolio is anchored by the proprietary Relevé de Frais transparency tool, which exposes every fee line-by-line, supported by specialist advisory modules covering Retirement (PER Individuel, Madelin), Real Estate (Immobilier Patrimonial, SCI, LMNP), Investments (assurance-vie, SCPI), Protection (Prévoyance Madelin, Protection Sociale TNS), Corporate Structuring (Holding Patrimoniale, Pacte Dutreil, Apport-Cession 150-0 B ter), and Exit Planning (LBO Personnel/OBO, Cession d'Entreprise). The firm holds CIF, IAS, and Carte T registrations (ORIAS 26001762) and is a member of CNCGP, operating exclusively on a fee-and-commission-transparent basis with no proprietary products.

Differentiator

Problem solved

Functional benefit

Products and services

• Ongoing Wealth Management Advisory (Conseil Patrimonial) The core ongoing advisory relationship: a comprehensive wealth strategy combining savings, real estate, tax, retirement, and estate planning, delivered directly by founder Frédéric Faive with full fee transparency via the Relevé de Frais tool. Targeted at business owners, TNS, and affluent individuals across France.
• Real Estate Patrimonial Advisory (Immobilier Patrimonial) Real estate advisory for business owners covering SCI at IS taxation, LMNP on réel regime, property holding structures, and optimization of significant real estate portfolios.
• Retirement Planning Advisory (Retraite du Chef d'Entreprise) Retirement advisory for business owners and self-employed professionals, covering PER individual, Madelin contracts, pension gap simulations, and exit strategies.
• Investment & Savings Advisory (Investissement Épargne) Investment and savings advisory covering assurance-vie, SCPI, PER, and private fund allocations, selected from the broader market without proprietary products.
• Protection & Prévoyance Advisory Social protection and provident coverage advisory for self-employed professionals, including Madelin prévoyance, daily allowances, invalidity, death benefit, and health insurance.
• Holding Patrimoniale Advisory Patrimonial holding creation and management advisory covering holding animatrice vs. passive distinction, mother-daughter regime, integration fiscale, and holding-based LBO (OBO) structuring.
• Pacte Dutreil Transmission Advisory Business transmission advisory leveraging the Pacte Dutreil (Article 787 B CGI) for a 75% abatement on transferred shares, combined with life-interest structures for maximized tax efficiency.
• Business Sale Advisory (Cession d'Entreprise) Business sale advisory covering pre-sale structuring, value enhancement, the 150-0 B ter apport-cession mechanism, and post-sale reinvestment strategies.
• Director Remuneration Optimization Advisory Advisory on optimizing business owner compensation through salary/dividend arbitrage, profit-sharing, employee savings schemes, and social charge optimization.

Quantifiable outcome

• Fee transparency example: insurance-vie showing 0.80%/yr management fee and 0.40% retrocession, presented in euros to the client — enabling informed product comparison vs. the client's existing arrangements.
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core and minor.

• MMA IARD Assurances MutuellescoreOthersProfessional liability insurance (RC Professionnelle) provider. Coverage: €2,500,000 per claim and per insurance year for CIF, IOBSP, and insurance brokerage activities. The firm is required to maintain this insurance under its ORIAS registrations (CIF, IAS, Carte T).
• ACPR (Autorité de Contrôle Prudentiel et de Résolution)coreOthersFrench prudential supervisory authority for insurance and banking. One Gestion Privée is subject to ACPR oversight as a CIF and IAS registration holder.
• AMF (Autorité des Marchés Financiers)coreOthersFrench financial markets regulator. One Gestion Privée is subject to AMF oversight as a CIF registration holder and offers a mediation pathway for client disputes.
• CNCGP (Chambre Nationale des Conseillers en Gestion de Patrimoine)minorOthersNational professional chamber for wealth management advisers. Frédéric Faive is a member of CNCGP, which provides professional representation and standards-setting for CGP practitioners.
• ORIAS (Registre des Intermédiaires)coreOthersOfficial registry of financial intermediaries in France. One Gestion Privée is registered under number 26001762 as CIF (Conseiller en Investissements Financiers), IAS (Intermédiaire en Assurance), and holder of Carte T. Registration is publicly verifiable on orias.fr.
• Notaires et Experts-Comptables (Notaries and Accountants)minorImplementation/ SI/ Consulting PartnerCoordinate with clients' notaries and accountants during holding creation, business succession, and estate planning engagements. These professional advisers are cited as key collaborators in Pacte Dutreil, holding, and cession d'entreprise engagements.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Indosuez Wealth Management: Wealth-management arm of Crédit Agricole CIB serving HNW and UHNW clients in France with similar advisory services (structuration, transmission, investissement). Comparable as a broad incumbent serving the same HNW/dirigeant segment with deeper institutional resources.
• BNP Paribas Wealth Management: Private-banking arm of BNP Paribas providing wealth advisory, investment and estate-planning services to HNW clients in France. Comparable as a broad incumbent whose CGP-like services compete for the same dirigeant and family-wealth mandates.
• Primonial: Large French wealth-management and asset-management group offering savings (assurance-vie, PER), real estate (SCPI) and advisory services. Comparable as a much larger incumbent in the same product categories (assurance-vie, PER, SCPI, gestion patrimoniale) targeted by One Gestion Privée.

Direct peers

• Magnacarta: Network of independent wealth-management advisors in France serving private clients and business owners with similar advisory modules (fiscalité, retraite, transmission, immobilier). Comparable as a peer CGP using a transparency-led, fee-disclosed model.
• Fidroit: French independent wealth-management advisory firm offering wealth strategy, tax optimization, retirement and transmission advisory to business owners and HNW individuals. Comparable as a similarly positioned independent CGP operating outside bank distribution networks with a national footprint.
• Cyrus Conseil: Independent French wealth-management firm advising business owners, executives and HNW families on wealth structuring, M&A and private equity. Comparable as a like-for-like independent CGP operating nationally without bank affiliation.
• Kereis (formerly Nortia): French network and back-office platform for independent wealth-management advisors (CGPs). Comparable because the firm competes for the same independent-advisor-supplied clients and offers similar CGP service modules (épargne, retraite, prévoyance, transmission).

Emerging players

• Goodvest: French digital wealth-management startup focused on responsible/sustainable investing with transparent fees and automated portfolio management. Comparable as a French transparency-first competitor targeting a similar HNW segment with a digital delivery model.
• Nalo: French online wealth-management platform offering automated life-insurance and savings solutions with transparent fees. Comparable as an emerging digital player in the same assurance-vie/PER space with a similar transparency-led narrative.
• Ramify: French digital private-bank offering wealth advisory and investment solutions to HNW and mass-affluent clients, with a tech-led transparent-fee model. Comparable as an emerging tech-enabled competitor addressing the same HNW/entrepreneur client with scalable tooling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 One Gestion Privée