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Informations réglementaires MW Gestion 7 rue Royale 75008 Paris

Company

MW Gestion is a french limited liability company with a share capital of €360,000..
It started its activity in Paris in September 1992 with a general authorization granted by the AMF. Since 2005, it take place under the statute of the UCITS Directive.

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

MW Gestion is specialised in the management of financial assets and provide :

  • Portfolio management mandates
  • Funds from Luxembourg
  • Life insurance contracts

It is also a wealth management specialist following a patrimonial audit.

MW Gestion is also active in the “free provision of services” in Italy, Luxembourg and Great Britain.

Offer: Management under PEA mandate, Life insurance, and securities accounts

Member of ORIAS (insurance brokerage)

newsletter

Our expertises

  • The solid experience of our managers in stock picking
  • Our independence from any index and sectoral constraint
  • Our human-size company providing availability, autonomy and reactivity
  • A dedicated customer team
  • A limited number of clients per manager
  • A single management advisor
  • Many appointments with companies before investing
  • Independence and freedom of management
  • Investments in live securities (mandated accounts)

Our team

MW Gestion Team

Our Regulatory Information

  • Check the voting policy (here)
  • Check the Conflicts of interest policy(here)
  • Check the Procedure for the selection and evaluation of intermediaries(here)
  • Monitoring and processing claims(here)

ESG Criteria (Environment, social and governance) : We don’t apply the ESG criteria in our management , however we don’t ignore them.

Our Partners

Private customers

France

12, bd de la Madeleine
75440 Paris Cedex 9

69, bd Haussmann
75362 Paris Cedex 8

253, Boulevard Pereire
75017 Paris

Italy

Via Mazzini 33
46017 Rivarolo Mantovano (MN)

Piazza del Calendario,3
20126 Milano

Via A. Manzoni 12
20121 Milano

Luxembourg

14 boulevard royal
L-2449 Luxembourg

12 rue Léon Laval
L-3372 Leudelange

69, route d’Esch
L 2953 Luxembourg

Funds from Luxembourg

CACEIS Luxembourg Branch – 31 allée Scheffer L-2520 Luxembourg

Compliance and Internal control

SF Consulting

Statutory audit

PRICE WATERHOUSE COOPERS : 63, rue de Villiers – 92200 Neuilly-sur-Seine

 

 

Avant d’accéder au site Web de MW Gestion, veuillez confirmer votre accord sur notre clause de non-responsabilité selon votre langue:

Before entering MW Gestion website, please confirm your agreement to our disclaimer according to your language:

Prima di accedere al sito web di MW Gestion, vi preghiamo di confermare il vostro consenso al nostro disclaimer nella vostra lingua:

Avertissement

Le site www.mwgestion.com, les services et produits proposés par notre société (hors OPCVM) s’adressent avant tout aux investisseurs français ainsi qu’aux ressortissants communautaires et des pays membres de l’Espace Economique Européen.

Les informations sont diffusées uniquement à titre d’information. Elles ne constituent en aucun cas un support promotionnel, une sollicitation, un conseil ou une offre d’achat ou de vente d’instruments financiers. La société de gestion ne saurait être tenue pour responsable d’une décision d’investissement ou de désinvestissement prise sur la base des informations contenues sur ce site.

L’internaute reconnaît que l’utilisation du site en tant que tel ainsi que toutes les activités qui peuvent être développées sur celui-ci, sont régies par le droit français et communautaire. Vous ne devez pas utiliser les informations diffusées par ce site à des fins qui pourraient être contraires aux lois et règlements en vigueur dans votre pays.

Avertissement

MW Gestion vous informe que les OPCVM affichés sur le site sont uniquement autorisés à la commercialisation à Luxembourg. Seuls, les clients professionnels français et étrangers (institutionnels, clients en gestion sous mandat) et les résidents luxembourgeois peuvent y souscrire. Les internautes non-résidents luxembourgeois intéressés par les OPCVM sont invités à nous contacter en écrivant à contact@mwgestion.com.

Le prospectus, le DICI, les fiches mensuelles, les rapports annuels et semestriels de chaque OPCVM visé par la Commission de Surveillance du Secteur Financier (Luxembourg) sont accessibles sur le site. Toute souscription dans un OPCVM ou dans un produit doit se faire après avoir pris connaissance des documents réglementaires en vigueur.

L’opportunité d’un investissement dans nos fonds et le montant qu’il est raisonnable d’investir dépendent de la situation personnelle du porteur. Pour les déterminer, il doit tenir compte de son patrimoine personnel, de ses besoins financiers actuels et futurs mais également de son aversion au risque.

Les OPCVM proposés par notre société sont investis sur les marchés financiers et sont susceptibles de connaître des fluctuations à la baisse ; ils ne sont assortis d’aucun mécanisme de protection en capital.

Dans tous les cas, il est fortement recommandé de diversifier suffisamment ses investissements afin de ne pas s’exposer uniquement aux risques des fonds proposés par la MW Gestion.

Les performances passées ne préjugent pas des performances futures et ne sont pas constantes dans le temps.

Pour accéder au site, vous reconnaissez avoir accepté les modalités d’utilisation et lu l’avertissement

Disclaimer

The website www.mvgestion.com, the services and products provided by our company (UCITS excluded) are for French investors as well as EU nationals and member countries of the European Economic Area. The information’s are just informative. They do not in any way constitute a promotional medium, a solicitation, an advice or an offer to buy or sell financial instruments. The management company cannot be held responsible for any investment or disinvestment decision taken based on the information contained on this site.

The user acknowledges that the use of the site as such as well as all the activities that can be developed on it, are governed by French and Community law.

You may not use the information provided by this site for purposes that may be contrary to the laws and regulations in force in your country.

DISCLAIMER

Just for your information, the UCITS on the websites are only authorized in Luxembourg. Only French and foreign professional clients (institutional clients, clients under mandate) and Luxembourg residents can subscribe to it. The non-residents interested by UCITS are invited to send us an email contact@mwgestion.com.

The prospectus, the DICI, the monthly statements, the annual and semi-annual reports of each UCITS covered by the Financial Sector Supervisory Commission (Luxembourg) are available on the website. Any subscription in a UCITS or in a product must be made after having read the regulatory documents in force.

The opportunity for investing in our funds and the reasonable amount to invest depends on the personal circumstances of the holder. To determine these factors, he must consider his personal wealth, current and future financial needs but also his aversion to risk.

The UCITS offered by our company are invested in the financial markets and are likely to experience downward fluctuations; They have no capital protection mechanism.

However, it is highly recommended to diversify its investments so as not to be exposed to the risks of the funds proposed by the MV Gestion. Past performance is not a guide to future performance and is not constant in time. To access the site, you acknowledge that you have accepted the terms of use and the warning.

In case of refusal, you will not be able to access the site.

Avvertenza

Il sito  www.mwgestion.com, i servizi e prodotti proposti dalla nostra società (esclusi  OPCVM) si rivolgono innanzitutto agli investitori francesi e ai cittadini comunitari e dei paesi membri dello Spazio Economico Europeo.

Le informazioni sono fornite a puro titolo informativo. Non costituiscono in alcun caso un supporto promozionale, una sollecitazione, un consiglio o un invito all’ acquisto o alla vendita di strumenti finanziari.

La società di gestione non può essere ritenuta in alcun caso responsabile delle decisioni di investimento o di disinvestimento assunte in base alle informazioni presenti su questo sito.

L’utente riconosce che  l’utilizzo del presente sito e delle attività potenzialmente contenute nelle relative pagine web troverà applicazione nel diritto francese e comunitario. L’utente non può utilizzare le informazioni contenute in questo sito per scopi contrari alle vigenti norme di legge del proprio paese.

Avvertenza

MW Gestion informa l’utente che gli  OPCVM presenti sul sito sono autorizzati alla commercializzazione esclusivamente a Lussemburgo. Possono abbonarsi solo i clienti professionali francesi e stranieri (clienti istituzionali, clienti con mandato di gestione) e i residenti lussemburghesi.

Invitiamo pertanto gli utenti non residenti lussemburghesi interessati dagli  OPCVM a contattarci scrivendeno a contact@mwgestion.com.

Il prospetto, il DICI, le schede mensili, i resoconti annuali e semestrali di ogni  OPCVM a cui si riferisce la Commissione di Sorveglianza del Settore Finanziario (Lussemburgo) sono accessibili sul sito. Ogni sottoscrizione a un OPCVM o a un prodotto sarà possibile solo dopo aver preso atto dei documenti regolamentari in vigore.

L’opportunità di un investimento nei nostri fondi e l’ammontare ragionevole da investire dipendono della situazione personale dell’utente. Per definirli, l’utente deve tener conto del patrimonio personale, dei propri bisogni di natura finanziaria attuali e del proprio grado di avversione al rischio.

Gli  OPCVM proposti dalla nostra società sono investiti in mercati finanziari e possono essere soggetti a fluttuazioni al ribasso ; non fruiscono da alcun sistema di protezione del capitale.

In ogni caso, è vivamente consigliato di diversificare in modo adeguato i propri investimenti per non risultare esclusivamente esposti ai rischi di fondi proposti dalla MW Gestion.

I risultati passati non sono predittivi di risultati futuri e non sono costanti nel tempo.

Per accedere al sito, l’utente riconosce di aver accettato le modalità di utilizzo e di aver letto le avvertenze.

In caso di rifiuto, non si potrà accedere al sito.

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