OUR HISTORY

MW Gestion is an independent financial asset management company specialising in UCTIS funds and discretionary mandates, with focus on shares and bond investments...

MW Gestion began as an asset management company, but quickly expanded to include a wealth management division in order to better meet clients’ needs. This includes addressing key concerns such as tax optimisation, financial investments, and the transmission of wealth and inheritance.

The company is owned by a Luxembourg-based holding which also operates in asset management in Switzerland.

Today, counts a team of 20 experts dedicated to the specific needs of our clients. Our strong professional standards enable us to support them in achieving both their short and long-term investment objectives, preparing for retirement, and planning for estate succession.

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Fondateur  de  MW Gestion

Sergio Montalcini

Sergio Montalcini holds a double bachelor’s degree in Law and Economics from the University of Geneva”. He started his career in the financial services world as financial analyst & wealth manager at a Geneva based private bank. In 1984, he launched ATLAS MANAGEMENT of which he is actually chairman of the board of directors. Then, in 1992, he founded MW Gestion in Paris.

Our management philosophy

Since 1992, MW Gestion has built a private clientele in France and abroad, thanks to its expertise in two main asset classes: equities and bonds. We manage the assets of over 400 clients with a rigorous process.

Depending in the type of account (PEA, life insurance, or securities account), we work with each client to define a risk profile aligned with their objectives, using six investment profiles, built on eleven model portfolios, ranging from 0% to 100% equities

In this case, MW Gestion determines the allocation based on the client's risk profile and their own market outlook.

We select financial instruments that precisely reflect each asset class and subclass exposure within our model portfolios. For research, MW Gestion relies on a long-standing partner based in London to define these exposures. Management decisions are developed through a rigorous operational strategy, from order entry to portfolio management, with effective risk control at every stage.

True to our convictions, we maintain a consistent and coherent approach. Supported by the same London- based advisory structure, MW Gestion offers six funds tailored to wealth management.

Both our equity funds, MW Multi-Caps Europe & MW Actions Europe, are fully invested in quality and growth stocks on the back of a long-term orientated stock-picking strategy.

MW Actions Global seeks to achieve long-term performance. It focuses on global equities, mainly listed on US markets (up to 70%), with the aim of outperforming its benchmark index, MSCI World (in dollars and dividends reinvested) through active management, with no constraints on portfolio composition.

The bond fund, MW Obligations Internationales aims to capture the premium risk (Rate risk & Credit risk) opportunistically and dynamically. It is mainly invested in investment grade bonds of the most solid rated companies, to avoid exposure to default risk.

The MW Patrimoine fund is a hybrid (Bonds & Stocks) fund sharing the same DNA as MW Obligations Internationales on the bond part with a flexible allocation (from 0 to 50%) on stocks.

Team

Cyril Deblaye
Bernard Delattre
Jean-Luc Rosat
Olivier de Saint Ferjeux
Christophe Peyraud
Ralf Schmidgall
Rémy Cudennec
Paolo Lombardi
Michel Delobel
Sandra Berkani
Cyril Deblaye  Président Directeur Général
Rickard Olovsson
Nicodème Tokpessi
Kemynn Sia
Samuel You
Clémentine Lefeubvre
Louise Maloma
Murielle Plavis
Francesca Colombo
Patrick Bouthillier
Alain Dupuy
Armin Zinser
Cyril Deblaye
Christophe Peyraud
Rémy Cudennec
Cyril Deblaye  Président Directeur Général
Rickard Olovsson
Ralf Schmidgall
Cyril Deblaye
Paolo Lombardi
Michel Delobel
Ralf Schmidgall
Rémy Cudennec
Samuel You
Louise Maloma
Clémentine Lefeubvre
Kemynn Sia
Nicodème Tokpessi
Francesca Colombo
Murielle Plavis
Bernard Delattre
Jean-Luc Rosat
Olivier de Saint Ferjeux
Murielle Plavis

Governance

Cyril Deblaye
Bernard Delattre
Paolo Lombardi
Armin Zinser
Alain Rochedieu

Our partners

Private customers

France

A privileged partner since 2021, La Financière de l'Europe has entrusted us with the management of its clients' assets and remains the leading investor in our Luxembourg Sicav.

Guillaume Lemaire is the founding Chairman of La Financière de l'Europe, established in 2005.

With his team of experienced professionals, he has built up an independent brokerage firm specializing in asset allocation, with a portfolio of 1,000 customers, representing over 125 million euros in assets under management.

As a result, La Financière de l'Europe customers benefit from the synergy of our two companies' skills.

La Financière de l'Europe is a key player in wealth management, with in-depth knowledge of all tax and financial issues. It supports investors in the fields of tax optimization, savings, retirement and legal assistance, offering personalized services in line with its customers' expectations.


Italie


Luxembourg

Employee testimonials

For the past 30 years, our professional team has been working in accordance with
our values by offering our clients the expected transparency and proximity to build long term relationships.

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