Clients

Assistance and support to Portfolio Management Companies is at the heart of our business.

We have developed a service offering tailored to each client based on their structure, organisation and the risks inherent to their business.

Financial markets

We are working with many clients who are managing UCITS funds, AIFs, mandates. Our clients operate in the following areas:

  • Equities
  • Bonds
  • Diversified strategies
  • Funds of funds

Investment management Companies on financial markets account for 8.5% of initial authorisations in 2016 (Source: AMF).

Real Estate

We provide support to real estate asset management companies (OPCI, SCPI, SLP, other AIFs).

Real estate investment management companies account for 34% of initial authorisations in 2016 (Source: AMF).

Private Equity

Our clients are involved in all areas of private equity and at all stages of the development of equity interests:

  • Venture capital
  • Private equity
  • LBOs
  • Turnaround / restructuring
  • Private equity fund of funds

Private equity management companies account for 48.5% of initial authorisations in 2016 (Source: AMF).

Securitisation and specialty financing

We are also working with asset management companies managing unlisted debt vehicles (French and European AIFs, securitisation vehicles, etc.).

Our clients operate in the following areas:

  • Securitisation
  • Specialty financing
  • Private debt
  • Litigation finance

Asset management companies with a securitisation activity represent 6% of initial authorisations in 2016 (Source: AMF).

Link to “our offer to asset management companies”

In a context of continuous regulatory developments and expansion of business obligations, financial Invesment advisors are increasingly using specialised compliance and internal control firms.

More broadly and based on their accreditations and status, we provide support for:

  • Independent Financial investment advisors (CIF)
  • Tied agents (ALPSI)
  • Insurance intermediaries (IAS)
  • Intermediaries in bank operations and payment services (IOBSP)

Link to “our offer to Independent Financial advisors”