Patrick Serre

Tocqueville Finance SA is the asset management subsidiary of La Banque Postale SA, which is owned by La Poste SA in France. Headquartered in Paris, the firm was founded in 1991 and offers tailor-made investment solutions to private individual and institutional clients.

KBL Richelieu Gestion SA (KBLR) is the France-based fund management subsidiary of KBL Richelieu Banque Privée SA, ultimately owned by Precision Capital SA in Luxembourg. The firm was established in 2008 by the merger of KBL France Gestion SA, established in 1997, and Richelieu Finance Gestion Privée, founded in 1985. KBLR is headquartered in Paris with several offices throughout France. The firm manages the Æden and Richelieu families of mutual funds, as well as discretionary accounts for private individuals and institutional clients.

Dôm Finance SAS is an independent French asset management firm headquartered in Paris. The firm was founded by Philippe Douillet and Eric Marmousez in 2004. Dôm Finance manages investment vehicles for institutional and private clients. The firm is a signatory to the Carbon Disclosure Project, a non-profit NGO that publicly reports environmental data on more than 2500 issuers.

Edmond de Rothschild Asset Management SA (EDRAM) is the asset management subsidiary of Edmond de Rothschild (France) SA, itself a subsidiary of Edmond de Rothschild SA in France. The firm was founded in 1985 and previously known as Gestion Saint Honoré. Headquartered in Paris, EDRAM is a multi-specialist expert in managing equities, corporate debt, asset allocation and sovereign debt, quantitative management, infrastructure debt and overlay and benefits from the stable and independent family shareholding structure of their parent company. They are a socially responsible investor which aims to integrate environmental, social and governance factors in an investment approach that adds value in these areas.

Equigest SA (Equigest) is an independent French mutual fund management firm which was established in 1999. The firm is located in Paris and provides pooled investment products and discretionary asset management services for institutional and corporate clients, as well as private individuals. Significant institutional shareholders include pension funds, mutual insurances, and sector specialist investors.

Mansartis Gestion SA (Mansartis) is the asset management subsidiary of Financiere PGC SA in France. Formerly known as Société Privée de Gestion & de Conseil SA, the firm was founded in 1982 by Guillaume Jalenques de Labeau and became Mansartis Gestion in 2014. Headquartered in Paris, Mansartis manages portfolios and provides family office services for institutions, non-profits organizations and private clients.

Moneta Asset Management SAS (Moneta) is an independent mutual fund manager headquartered in Paris, France. The firm was founded by Romain Burnand and Patrice Courty in 2003. Moneta provides equity portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies.