OUR HISTORY
MW Gestion is an independent financial asset management company of UCITS funds and discretionary mandates, specialized in equity shares and bonds investments.
MW Gestion started to operate as a fund management company although, it developed earlier on a wealth management department to successfully meet the client’s demands and needs regarding different problematics such as: tax optimisation, financial investments & wealth assets Inheritance transmission.
The company is owned by a Luxembourg hoding company which also manage financial asset managemet activities in Switzerland.
Today, it has become a team of 20 experts dedicated to the specific needs of our clients. It is thanks to its high professionalism that we are able to acheive their short & long term investment projects, their retirement or estate succession.
Sergio Montalcini
Sergio Montalcini holds a double bachelor’s degree in economy and laws from the Geneva University. 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 over 400 clients with a rigorous process.
Depending on the type of account (PEA, life insurance, or securities account), we work with clients to define a risk profile that matches their expectations, using 6 management profiles based on 11 model portfolios (ranging from 0% to 100% equities). MW Gestion also offers the option of managing tactical account allocation through a “discretionary” mandate. In this case, MW Gestion decides the allocation based on the client's profile and his or her forecast of market movements.
Investments are made through investment vehicles chosen to accurately represent each exposure to the asset classes and subclasses of the 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 beliefs, our approach is consistent. Supported by the same London-based advisory structure, MW Gestion offers 6 asset management-oriented funds.
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 any payment default.
The MW Patrimoine fund is a hybrid (Bonds & Stock equities) fund sharing the same DNA as MW Obligations Internationales on the bond part with a flexible allocation (from 0 to 50%) on stocks.
Team
Our parteners
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.
Christophe Peyraud
after 20 years in Fixed Income Management within large institutions such as Ostrum Asset Management and Rothschild & Co, I decided to join MW Gestion in March 2017 to be manage the bond fund and in January 2022 I was promoted to head of Asset Management. These past five years have brought me lots of professional and personal satisfaction.
MW Gestion is a small company where each employee has a unique role. The team spirit is a cardinal value among us. Moreover, we think that a happy employee is a more efficient employee, and I have always been amazed by the good will of MW employees. There is a spirit of curiosity and open mindset. Each new idea is studied and explored in a positive way.
2022
Jean-Luc Rosat
I have been working as financial director at MW for over 10 years and what strikes me the most is the large number of new projects, even though we are only a small company.
Amongst those projects, I have been in the middle of the creation of our Luxembourg SICAV, and following the hiring of 2 new Wealth Advisors, I had to supervise their financial and accounting integration. There’s no time to get bored. This professional environment is truly motivating both for me and, as I imagine, for our future employees.
2022
Rémy Cudennec
Working at MW Gestion for the past 3 years has been an enriching and stimulating experience for me, with many challenges. It's an environment where excellence and customer satisfaction are at the heart of our concerns.
I was able to demonstrate my analytical organization skills and take charge of the management of the MW Patrimoine and MW Obligations internationales funds, working in tandem with Christophe Peyraud. In October 2023, my mission was extended to include responsibility for the financial management of the Private Banking division, with a view to improving the efficiency of the value chain.
I am delighted with the trust you have placed in me.
2024
Michel Delobel
After eight years at Dubus as a portfolio manager, I joined MW Gestion at the beginning of 2014 with my clients.
I found it an ideal setting in which to further develop my clientele and work towards the company's growth. The managers work as a team for greater openness, sharing of ideas and better performance, whether with our analysis office in London, within our Paris office and our teams in Milan and Geneva.
A good working atmosphere and the benevolence of the whole team are the complementary ingredients that enable me to continue to support my clients in the best possible conditions.
2024