MW GESTION - Financial asset management and wealth management

What make us different

Since 1992 our mission has remained unchanged:
Advising our clients, aiming for the best performance of their investments in the financial markets, in accordance with their needs, diversifying their Assets according to their patrimonial and tax structures to serenely prepare their and their family’s future.

Our core values: Proximity, Transparence, Measured risks

We are enforcing to respect these engagements and values with our employees, clients & partners.
Close to the needs of our clients and employees

Close to the needs of our clients and employees

Transparence & Wisdom is our management.

Transparency: in our management, our reporting, and our fees.

Measured risks: Our Asset Management approach is collegial, supervised by a weekly management committee. Our multi-expertise team manages our clients’ assets with attentive appreciation of the market fluctuations.

Our history

Your benefits

Independent Asset Management company, flexible & dynamic

Highly professional & experienced team

High-end diversified offer

Dedicated attention to understand your individual demands.

Tailor-made conviction management

Strong experience in stock-picking

Stock investment (discretionary managed account) after having met the management of the companies in which we invest

An asset manager or a wealth manager dedicated to clients based on their individual needs

About us

MW Gestion is a French limited liability company with a capital of €360,000.

In September 1992, MW Gestion started its activities in Paris with a general accreditation of the AMF.
Since 2005, it is under the UCITS Directive.

MW Gestion is an independent financial asset management company of UCITS funds and discretionary mandates, specialized in shares and bonds investments approved by the AMF since 1992 under N°GP92014.

Orias Member N° 09051291

MW Gestion has also a “free provision of services” in Italy as well as in Luxembourg

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MW Key figures

Paris - Milan - Luxembourg - Londres

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Employees

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Years of experience

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Luxembourg funds

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Asset Management Divisions

Our funds

Quaterly Review

Market commentary Q3 - 2024

For several months now, and particularly during the 3rd quarter, the statistics published have highlighted the growing fragility of economic rhythms in the main regions. At global level, industrial and manufacturing activity is now contracting overall. It is the services sector that is escaping the recession, but in Europe and China in particular, we are seeing a downturn in household consumption. At the beginning of August, the publication of mediocre statistics on the US employment market also raised fears of a hard landing for the US economy.

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Market commentary Q2 - 2024

After very high levels in 2023, US growth is slowing in 2024. This is illustrated by growth in the 1st quarter (+1.3% annualized), which marks a clear deceleration compared with previous quarters (+3.4% in Q4 2023 and +4.9% in Q3 2023). In Q2, the statistics published in the United States confirm the growing doubts about the robustness of the economy. However, while there are signs of fragility, notably in the real estate market and consumer confidence, it is premature to suggest that a recession is imminent.

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Q 1 - 2024 commentary

During the first quarter of 2024, market volatility and risk aversion remained very low. What explains this optimism? Since October 2023, investors have been betting on a soft landing for economies with continued disinflation. They anticipate that central bankers will be able to significantly lower their key rates and offer markets a more accommodative monetary framework. This "ideal" scenario is notably supported by Jerome Powell, the head of the Fed.

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4th quarter 2023 commentary

Fourth-quarter statistics show that disinflation is continuing in the main economic zones. In the United States, inflation stood at 3.4% in December, compared with 3.7% at the end of September. In Europe, inflation fell from 4.3% to 2.9% over the same period. These figures are indeed reassuring; they validate the markets' hopes for a rapid return of inflation towards the 2% target set by central bankers in order to be in a position to lower their key rates in 2024.

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NEWS OF THE QUARTER 2022

Depuis le début de l’année, et jusqu’au 24 février, la principale source d’inquiétude pour les marchés financiers a été l’inflation. La crise sanitaire semblant désormais reléguée au second plan. La dernière vague de contamination qui a touché les pays occidentaux à partir de novembre 2021, s’est révélée massive dans son ampleur mais limitée dans ses conséquences. En début d’année, malgré la réintroduction ou le durcissement des règles sanitaires dans de nombreux pays, l’activité économique est restée satisfaisante. S’agissant de l’inflation, elle est toujours sur une pente ascendante. Elle atteint en fin de trimestre 8.5% aux Etats-Unis et 7.5% en Europe. Forte d’un marché du travail très robuste, la demande est restée en effet très solide. L’offre, elle, est toujours handicapée par les goulets d’étranglements dans les chaînes de production, conséquence de la crise sanitaire. Des éléments structurels comme un coût croissant des prix énergétiques renforcent la pression sur les prix.

NEWS OF THE QUARTER 2022

NEWS OF THE QUARTER 3 - 2022

Dear Client,
We have entered a very complicated economic and political period where most asset classes have been disrupted this year. Stocks, such as bonds, gold, etc., lost a lot of value and only rare sectors resisted such as energy, telecoms, defense and the dollar and Swiss franc currencies against the euro.

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