CAC 40 Perf Jour Perf Ytd
7698.52 -0.57% +4.31%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.37%
H2O Moderato 19.24%
Ginjer Actifs 360 Grand Prix de la Finance 16.86%
BDL Rempart Grand Prix de la Finance 16.40%
Moneta Long Short 15.31%
Claresco Allocation Flexible 10.73%
Dorval Convictions 9.43%
Carmignac Patrimoine 8.29%
Exane Ceres 7.44%
Clartan Valeurs 7.30%
M&G (Lux) Dynamic Allocation Fund 6.99%
AXA WF Global Optimal Income 6.59%
Eurose Grand Prix de la Finance 6.54%
VEGA Patrimoine ISR 6.46%
ELEVA AR - Dynamic 6.18%
Auris Diversified Beta 5.91%
Sienna Diversifié Flexible Monde 5.75%
Ruffer Total Return International 5.71%
R-co Valor Grand Prix de la Finance 5.66%
ELEVA Global Multi Opportunities 5.30%
Ofi Invest ESG MultiTrack 4.52%
Monocle Fund 4.48%
R-co Valor Balanced Grand Prix de la Finance 4.35%
BNY Mellon Global Real Return Fund (EUR) 3.87%
Dorval Global Allocation 3.76%
Russell Inv. MAGS 3.47%
GIS Global Multi Asset Income 3.36%
Mandarine Solution 3.24%
Tikehau International Cross Assets 3.12%
DNCA Invest Evolutif 2.95%
Elkano Global Fund 2.91%
Echiquier ARTY SRI Grand Prix de la Finance 2.84%
Sycomore Next Generation 2.81%
Tailor Allocation Defensive Grand Prix de la Finance 2.66%
Trusteam Optimum 2.53%
Gay-Lussac Europe Flex 1.99%
VEGA Euro Rendement ISR 1.63%
Lazard Patrimoine SRI 0.65%
First Eagle Amundi International Fund 0.21%
VALBOA Exclusif -0.38%
ACATIS Value Event -0.83%
IDE Dynamic World Flexible -1.66%
ODDO BHF Polaris Balanced -2.07%
Nova Dynamique -2.28%
Mansartis Investissements ISR -3.85%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 46.92%
Jupiter Financial Innovation 23.31%
Digital Stars Europe 16.73%
Aperture European Innovation 14.55%
AXA Aedificandi 13.74%
R-co Thematic Real Estate 13.39%
Piquemal Houghton Global Equities 11.88%
R-co Thematic Blockchain Global Equity 10.37%
Sienna Actions Bas Carbone 9.74%
Auris Gravity US Equity Fund 9.44%
Athymis Industrie 4.0 7.89%
Candriam Equities L Robotics & Innovative Technology 7.46%
Carmignac Investissement Grand Prix de la Finance 6.36%
HMG Globetrotter 5.89%
FTGF ClearBridge Infrastructure Value 4.19%
Square Megatrends Champions 3.76%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.61%
GIS Sycomore Ageing Population 2.11%
Sycomore Sustainable Tech 2.09%
Janus Henderson Horizon Global Sustainable Equity Fund 2.04%
VIA Smart Equity World 1.99%
Mandarine Global Transition 1.62%
DNCA Invest Beyond Semperosa 0.94%
Pictet - Digital 0.51%
Groupama Global Active Equity 0.21%
BNP Paribas Aqua Grand Prix de la Finance 0.15%
Franklin Technology Fund 0.13%
MS INVF Global Opportunity -0.07%
Fidelity Global Technology -0.23%
Sienna Actions Internationales -0.26%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.27%
JPMorgan Funds - Global Dividend -0.50%
EdR Fund Big Data Grand Prix de la Finance -0.80%
Thematics Water -0.87%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.96%
CPR Invest Climate Action -1.25%
ODDO BHF Artificial Intelligence -1.76%
Sanso Smart Climate Grand Prix de la Finance -1.83%
BNP Paribas Funds Disruptive Technology -1.85%
Thematics AI and Robotics -1.93%
Pictet - Water Grand Prix de la Finance -1.96%
Russell Inv. World Equity Fund -2.14%
JPMorgan Funds - US Technology -2.21%
Covéa Ruptures -2.49%
Echiquier World Equity Growth Grand Prix de la Finance -2.72%
Eurizon Fund Equity Innovation -3.02%
Mirova Global Sustainable Equity -3.19%
Groupama Global Disruption -3.35%
Echiquier Global Tech -3.78%
M&G (Lux) Global Dividend Fund -3.79%
Loomis Sayles U.S. Growth Equity -4.04%
JPMorgan Funds - Global Select Equity -4.13%
Comgest Monde Grand Prix de la Finance -4.39%
Candriam Equities L Oncology -4.45%
Ofi Invest Grandes Marques -4.92%
Franklin U.S. Opportunities Fund -5.45%
Covéa Actions Monde -5.47%
Pictet - Security -5.73%
Thematics Meta -5.86%
AXA WF Robotech -6.17%
ODDO BHF Global Equity Stars -6.61%
JPMorgan Funds - America Equity -6.94%
MS INVF Global Brands -7.06%
Athymis Millennial -7.57%
Claresco USA -8.53%
CPR Global Disruptive Opportunities -8.87%
EdR Fund US Value -9.67%
BNP Paribas US Small Cap -10.43%
FTGF Royce US Small Cap Opportunity Fund -11.33%
EdR Fund Healthcare -11.52%
Franklin India Fund -15.50%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 7.38%
H2O Adagio 6.99%
Pictet TR - Atlas Titan 6.51%
RAM European Market Neutral Equities 6.22%
BNP Paribas Global Absolute Return Bond 5.70%
Sienna Performance Absolue Défensif 5.16%
Syquant Capital - Helium Selection 4.88%
M&G (Lux) Episode Macro Fund 4.86%
Pictet TR - Atlas 3.67%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.59%
Cigogne UCITS Credit Opportunities 3.56%
Exane Pleiade 3.31%
AXA WF Euro Credit Total Return 3.27%
Fidelity Absolute Return Global Equity Fund 2.71%
Candriam Bonds Credit Alpha 1.92%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.82%
Articles Patrimoine et Fiscalité

Le classement 2015 des meilleurs multi family offices…

 

 

H24 : Comme pour le classement des meilleurs CGP (cliquer ici), les résultats sont parfois surprenants...

 

 

Multi family offices indépendants

 

 

Incontournable :

 

  • Agami Finance
  • MJ & Cie
  • Intuitae

 

Excellent :

 

  • Antium finance
  • Family business group
  • Famility

 

Forte notoriété :

 

  • Affectio finance Family Office
  • Anthony & Cie
  • Caerus Family Office
  • Cohesia Family Office
  • Experts en patrimoine
  • La Fontaine Family Office

 

 

Multi family offices adossés à  une banque privée

 

 

Incontournable :

 

  • Aforge Degroof Family Office
  • Meeschaert Family Office

 

Excellent :

 

  • Edmond de Rothschild
  • Neuflize OBC Family Office
  • Pictet & Cie
  • Rothschild & Cie

 

Forte notoriété :

 

  • Banque privée 1818
  • Banque transatlantique
  • Quilvest Family Office
  • Stern & Cie

 

 

Multi family offices adossés à  des CGPI, des sociétés de gestion, des banques d’affaires

 

 

Incontournable :

 

  • Mansartis Family Office
  • Sycomore Family Office (H24 : Sycomore a récemment pris 34% de ce family office ex Financière Margot)

 

Excellent :

 

  • Allure Finance
  • Cyrus Conseil
  • H.Tax Planners
  • Sagis Family Office

 

Forte notoriété :

 

  • Abacus Conseil
  • La Financière Dioclès
  • Stern & Cie
  • Witam Family Office (H24 : dirigé par le Président de la Chambre Nationale des Conseils en Gestion de Patrimoine Benoist Lombard)

Publié le mardi 10 mars 2015

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 47.00%
Axiom European Banks Equity Grand Prix de la Finance 42.72%
Indépendance Europe Small Grand Prix de la Finance 38.36%
Tailor Actions Avenir ISR 29.23%
Quadrige France Smallcaps 24.44%
VALBOA Engagement ISR 23.89%
Tocqueville Value Euro ISR 23.40%
Indépendance France Small & Mid Grand Prix de la Finance 22.56%
Uzès WWW Perf 20.99%
BDL Convictions Grand Prix de la Finance 20.91%
Groupama Opportunities Europe 19.30%
Moneta Multi Caps Grand Prix de la Finance 18.86%
Covéa Perspectives Entreprises 17.88%
DNCA Invest Archer Mid-Cap Europe 16.59%
Richelieu Family 16.33%
Mandarine Premium Europe 16.16%
R-co 4Change Net Zero Equity Euro 14.61%
Europe Income Family 12.51%
Mandarine Europe Microcap 11.89%
Tocqueville Euro Equity ISR 11.57%
Ecofi Smart Transition 11.52%
EdR SICAV Tricolore Convictions 10.84%
Gay-Lussac Microcaps Europe 10.34%
Lazard Small Caps France 9.83%
Sycomore Europe Eco Solutions 9.24%
HMG Découvertes 8.76%
Sycomore Europe Happy @ Work 8.51%
ELEVA Leaders Small & Mid Cap Europe 8.33%
Mandarine Unique 7.44%
Fidelity Europe 6.93%
Mirova Europe Environmental Equity 6.69%
Dorval Drivers Europe 6.09%
ADS Venn Collective Alpha Europe 4.11%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.76%
Norden SRI 1.98%
LFR Euro Développement Durable ISR 1.64%
VEGA France Opportunités ISR 0.52%
Eiffel Nova Europe ISR 0.41%
Tocqueville Croissance Euro ISR 0.14%
Amplegest Pricing Power Grand Prix de la Finance 0.08%
CPR Croissance Dynamique -0.71%
VEGA Europe Convictions ISR -1.21%
DNCA Invest SRI Norden Europe -4.91%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.94%
ADS Venn Collective Alpha US -10.59%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 23.44%
IVO Global High Yield 5.33%
Carmignac Portfolio Credit 5.14%
Axiom Obligataire Grand Prix de la Finance 4.95%
Income Euro Sélection 4.70%
Axiom Emerging Markets Corporate Bonds 4.70%
IVO EM Corporate Debt UCITS 4.20%
Omnibond 4.13%
Tikehau European High Yield 3.85%
Jupiter Dynamic Bond 3.83%
IVO EM Corporate Debt Short Duration SRI 3.79%
Schelcher Global Yield 2028 3.54%
DNCA Invest Credit Conviction 3.38%
La Française Credit Innovation 3.36%
Axiom Short Duration Bond 3.36%
R-co Conviction Credit Euro 3.19%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.14%
Ostrum SRI Crossover 3.14%
SLF (LUX) Bond High Yield Opportunity 2026 3.11%
Ofi Invest High Yield 2029 3.10%
Ofi Invest Alpha Yield 3.10%
Tikehau 2029 2.98%
La Française Rendement Global 2028 2.86%
Alken Fund Income Opportunities 2.81%
Pluvalca Credit Opportunities 2028 2.79%
Tikehau 2027 2.73%
Mandarine Credit Opportunities 2.72%
Tailor Crédit Rendement Cible 2.66%
Auris Euro Rendement 2.65%
FTGF Brandywine Global Income Optimiser Fund 2.54%
Tailor Credit 2028 2.52%
Auris Investment Grade 2.47%
M All Weather Bonds 2.41%
Eiffel Rendement 2028 2.33%
Lazard Credit Opportunities 2.26%
Groupama Alpha Fixed Income Plus 2.03%
Richelieu Euro Credit Unconstrained 2.02%
EdR Fund Bond Allocation 1.57%
Epsilon Euro Bond 1.22%
Sanso Short Duration 1.12%
LO Funds - Short-Term Money Market CHF -0.33%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.48%
AXA IM FIIS US Short Duration High Yield -7.59%
Amundi Cash USD -8.28%