MW Gestion SA — Contact Email, Phone & Team

Overview

MW Gestion SA is an independent financial asset management company specializing in equity and bond investments. The firm offers a range of services, including discretionary portfolio management, UCITS funds, and wealth management solutions. MW Gestion SA operates across multiple European countries, including France, Italy, Luxembourg, and the United Kingdom, providing tailored investment strategies to meet the diverse needs of its clients. The company's investment approach focuses on equities and bonds, managing assets through various vehicles such as securities accounts, PEA (Plan d'Épargne en Actions), PEA-PME (Plan d'Épargne en Actions destiné au financement des Petites et Moyennes Entreprises), and Luxembourg life insurance contracts. MW Gestion SA also offers discretionary mandates, allowing clients to delegate investment decisions based on their risk profiles and market forecasts. With a team of 20 experts, MW Gestion SA has built a private clientele in France and abroad, managing over 400 clients with a rigorous process. The firm's management philosophy emphasizes a personalized approach, working closely with clients to define risk profiles and investment strategies that align with their financial goals and expectations.

Investment Focus

Accredited investors only
Compliance with local regulations in operating countries

Portfolio Companies

Atlas Management

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Frequently asked questions about MW Gestion SA

What sectors does MW Gestion SA invest in?

MW Gestion SA invests in Financial Services, Asset Management, Wealth Management, Private Equity and Investment Consulting, and is based in Île-De-France, France. MW Gestion SA is listed as a private investment firm in the ConnectSafely investor database.