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.

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OUR MANAGEMENT PHILOSOPHY

Since 1992, MW Gestion has developed a French and foreign wealth management clientele, thanks to its expertise on the following two asset classes: Stocks & Bonds.
Our management philosophy is well adapted to a patrimonial approach, where wealth management is supported by the Asset Management aiming to control the market volatility and risks on the EU & US stock & bond markets.

Faithful to our convictions, we have developed a coherent & constant approach. Supported by a London based financial investment advising structure, MW Gestion offers 5 funds suitable for our wealth management strategy.

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. 

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.

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TEAM

Cyril Deblaye

Bernard Delattre

Jean-Luc Rosat

Christophe Peyraud

Armin Zinser

Ralf Schmidgall

Rémy Cudennec

Paolo Lombardi

Michel Delobel

Sandra Berkani

Kemynn Sia

Samuel You

Louise Maloma

Murielle Plavis

Francesca Colombo

Patrick Bouthillier

Alain Dupuy

Cyril Deblaye

Christophe Peyraud

Rémy Cudennec

Ralf Schmidgall

Cyril Deblaye

Paolo Lombardi

Michel Delobel

Alain Dupuy

Patrick Bouthillier

Sandra Berkani

Kemynn Sia

Francesca Colombo

Murielle Plavis

Samuel You

Louise Maloma

Bernard Delattre

Jean-Luc Rosat

Murielle Plavis

THE 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.


Italy


Luxembourg


EMPLOYEE WORDS