Gestion collective

Gestion privée sous mandat

Gestion de patrimoine

Family office

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

Our history

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

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.

WHAT

MAKE US
DIFFERENT ?

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

YOUR

BENE

FITS

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

More about us

MW KEY
FIGURES

Paris - Milan - Luxembourg - London

300 M€

AUM

20

Employees

30

Years of experience

5

Luxembourg funds

3

Asset Management Divisions

OUR FUNDS

QUATERLY

REVIEW

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.

More information +

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

Chère cliente, Cher client,

Nous sommes rentrés dans une période économique et politique très compliquée où la plupart des classes d’actifs ont été chahutées cette année. Les actions, comme les obligations, l’or, … ont perdu beaucoup de valeur et seuls de rares secteurs ont résisté comme l’énergie, les télécoms, la défense et les devises dollar et franc suisse contre l’euro.

More information +

All news

CUSTOMER TESTIMONIAL

“I have opened a PEA account with MW Gestion in 2010 to profit of their own expertise in stock Market active management.

After 12 years, & despite the repeated financial crisis and high volatility, I have no reason to regret my choice, .

My trust in the team remains intact, reinforced by the quality of their listening & understanding and our regular exchanges”.

Pascal H.

"I became a client of MW Gestion back in 2003. For almost 20 years, the wealth management team has helped me with all my tax declarations, as well as legal and tax advice.

My children have also been helped to obtain their mortgage.

A trust relationship has naturally emerged. The advising team of MW Gestion offers a very professional and trustworthy approach.”

Colette N.74 years old