CAC 40 Perf Jour Perf Ytd
7804.87 +0.19% +5.75%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 19.84%
H2O Moderato 16.48%
BDL Rempart Grand Prix de la Finance 16.39%
Ginjer Actifs 360 Grand Prix de la Finance 12.81%
Moneta Long Short 12.20%
Clartan Valeurs 9.72%
Exane Ceres 8.87%
Dorval Convictions 8.75%
Claresco Allocation Flexible 8.54%
Eurose Grand Prix de la Finance 6.05%
VEGA Patrimoine ISR 6.05%
Ruffer Total Return International 5.69%
Carmignac Patrimoine 5.56%
ELEVA AR - Dynamic 5.07%
M&G (Lux) Dynamic Allocation Fund 4.60%
Auris Diversified Beta 4.47%
Sienna Diversifié Flexible Monde 4.09%
ELEVA Global Multi Opportunities 4.06%
Echiquier ARTY SRI Grand Prix de la Finance 3.54%
Gay-Lussac Europe Flex 3.04%
AXA WF Global Optimal Income 3.02%
VALBOA Exclusif 2.61%
Dorval Global Allocation 2.36%
DNCA Invest Evolutif 2.32%
Ofi Invest ESG MultiTrack 2.29%
Sycomore Next Generation 2.29%
BNY Mellon Global Real Return Fund (EUR) 2.22%
Trusteam Optimum 2.02%
Tikehau International Cross Assets 1.97%
VEGA Euro Rendement ISR 1.83%
Tailor Allocation Defensive Grand Prix de la Finance 1.68%
Monocle Fund 1.54%
Russell Inv. MAGS 1.39%
R-co Valor Balanced Grand Prix de la Finance 1.24%
Mandarine Solution 1.18%
R-co Valor Grand Prix de la Finance 0.95%
Elkano Global Fund 0.83%
ACATIS Value Event 0.52%
GIS Global Multi Asset Income -0.14%
Lazard Patrimoine SRI -0.37%
First Eagle Amundi International Fund -1.27%
Echiquier Allocation Flexible -1.58%
ODDO BHF Polaris Balanced -1.65%
IDE Dynamic World Flexible -2.11%
Mansartis Investissements ISR -2.26%
Nova Dynamique -4.18%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 44.04%
Aperture European Innovation 15.34%
Digital Stars Europe 15.21%
Jupiter Financial Innovation 12.84%
Sienna Actions Bas Carbone 11.61%
AXA Aedificandi 8.14%
R-co Thematic Real Estate 8.12%
Piquemal Houghton Global Equities 7.49%
GIS SRI Ageing Population 5.42%
FTGF ClearBridge Infrastructure Value 4.32%
DNCA Invest Beyond Semperosa 4.05%
Athymis Industrie 4.0 3.97%
Auris Gravity US Equity Fund 3.27%
MS INVF Global Opportunity 2.49%
Janus Henderson Horizon Global Sustainable Equity Fund 2.04%
Candriam Equities L Robotics & Innovative Technology 1.64%
HMG Globetrotter 1.54%
Pictet - Digital 0.76%
Carmignac Investissement Grand Prix de la Finance 0.54%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.06%
Square Megatrends Champions -0.28%
BNP Paribas Aqua Grand Prix de la Finance -0.61%
Mandarine Global Transition -0.71%
Sycomore Sustainable Tech -0.77%
Echiquier Artificial Intelligence Grand Prix de la Finance -1.11%
EdR Fund Big Data Grand Prix de la Finance -1.25%
JPMorgan Funds - Global Dividend -1.27%
Fidelity Global Technology -1.78%
Pictet - Water Grand Prix de la Finance -1.89%
Pictet - Security -2.09%
VIA Smart Equity World -2.11%
Thematics Water -2.52%
R-co Thematic Blockchain Global Equity -2.77%
CPR Invest Climate Action -2.77%
MS INVF Global Brands -2.81%
Candriam Equities L Oncology -3.23%
Sienna Actions Internationales -3.43%
Comgest Monde Grand Prix de la Finance -3.84%
Mirova Global Sustainable Equity -3.91%
Thematics Meta -4.37%
M&G (Lux) Global Dividend Fund -4.37%
Sanso Smart Climate Grand Prix de la Finance -4.64%
Groupama Global Active Equity -4.80%
Echiquier World Equity Growth Grand Prix de la Finance -4.91%
Covéa Ruptures -4.95%
Russell Inv. World Equity Fund -5.28%
ODDO BHF Global Equity Stars -5.50%
JPMorgan Funds - US Technology -5.73%
Covéa Actions Monde -6.07%
Franklin Technology Fund -6.08%
ODDO BHF Artificial Intelligence -6.10%
Groupama Global Disruption -6.10%
JPMorgan Funds - Global Select Equity -6.26%
Pictet - Clean Energy Transition Grand Prix de la Finance -6.27%
Tocqueville Global Tech ISR -6.60%
Thematics AI and Robotics -6.98%
Franklin U.S. Opportunities Fund -7.09%
Ofi Invest Grandes Marques -7.38%
Eurizon Fund Equity Innovation -7.42%
Loomis Sayles U.S. Growth Equity -7.76%
JPMorgan Funds - America Equity -8.13%
Franklin India Fund -8.18%
BNP Paribas Funds Disruptive Technology -8.96%
EdR Fund US Value -9.27%
Athymis Millennial -9.33%
CPR Global Disruptive Opportunities -9.52%
EdR Fund Healthcare -10.68%
AXA WF Robotech -11.19%
BNP Paribas US Small Cap -11.88%
Claresco USA -13.77%
FTGF Royce US Small Cap Opportunity Fund -14.44%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 8.39%
Jupiter Merian Global Equity Absolute Return 6.59%
H2O Adagio 6.00%
Sienna Performance Absolue Défensif 4.74%
M&G (Lux) Episode Macro Fund 4.55%
BNP Paribas Global Absolute Return Bond 4.40%
Syquant Capital - Helium Selection 2.85%
Pictet TR - Atlas Titan 2.69%
Cigogne UCITS Credit Opportunities 2.61%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.60%
Fidelity Absolute Return Global Equity Fund 2.46%
Exane Pleiade 2.43%
AXA WF Euro Credit Total Return 2.13%
Pictet TR - Atlas 1.66%
Candriam Bonds Credit Alpha 1.52%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.09%
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 40.56%
Axiom European Banks Equity Grand Prix de la Finance 36.84%
Indépendance Europe Small Grand Prix de la Finance 30.55%
Tailor Actions Avenir ISR 25.17%
Groupama Opportunities Europe 19.00%
VALBOA Engagement ISR 18.88%
Indépendance France Small & Mid Grand Prix de la Finance 18.62%
Uzès WWW Perf 18.32%
BDL Convictions Grand Prix de la Finance 18.29%
Quadrige France Smallcaps 16.42%
Covéa Perspectives Entreprises 16.41%
DNCA Invest Archer Mid-Cap Europe 16.17%
Moneta Multi Caps Grand Prix de la Finance 15.12%
Richelieu Family 14.09%
Europe Income Family 13.69%
Tocqueville Euro Equity ISR 13.09%
Ecofi Smart Transition 12.81%
Mandarine Premium Europe 12.68%
R-co 4Change Net Zero Equity Euro 12.42%
EdR SICAV Tricolore Convictions 11.80%
Mandarine Europe Microcap 10.43%
Sycomore Europe Happy @ Work 10.12%
Fidelity Europe 10.08%
ADS Venn Collective Alpha Europe 8.45%
Dorval Drivers Europe 7.99%
ELEVA Leaders Small & Mid Cap Europe 7.88%
Gay-Lussac Microcaps Europe 7.54%
Mandarine Unique 7.50%
Norden SRI 7.38%
Palatine Europe Sustainable Employment 6.86%
Mirova Europe Environmental Equity 6.80%
Sycomore Europe Eco Solutions 6.76%
Lazard Small Caps France 6.40%
HMG Découvertes 6.13%
LFR Euro Développement Durable ISR 4.91%
Tocqueville Croissance Euro ISR 3.88%
Amplegest Pricing Power Grand Prix de la Finance 3.67%
Echiquier Positive Impact Europe 3.33%
VEGA France Opportunités ISR 2.96%
Eiffel Nova Europe ISR 2.37%
VEGA Europe Convictions ISR 1.46%
DNCA Invest SRI Norden Europe 1.19%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -0.76%
CPR Croissance Dynamique -4.07%
ADS Venn Collective Alpha US -11.24%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 22.04%
Income Euro Sélection 3.43%
IVO Global High Yield 3.26%
Axiom Obligataire Grand Prix de la Finance 3.02%
Carmignac Portfolio Credit 2.91%
Axiom Emerging Markets Corporate Bonds 2.68%
Jupiter Dynamic Bond 2.41%
Axiom Short Duration Bond 2.39%
Omnibond 2.36%
SLF (LUX) Bond High Yield Opportunity 2026 2.33%
Tikehau European High Yield 2.28%
Schelcher Global Yield 2028 2.26%
La Française Credit Innovation 2.25%
Ostrum SRI Crossover 2.11%
DNCA Invest Credit Conviction 2.05%
Tikehau 2027 2.01%
IVO EM Corporate Debt Short Duration SRI 1.99%
Ofi Invest Alpha Yield 1.96%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 1.90%
Pluvalca Credit Opportunities 2028 1.90%
Auris Investment Grade 1.89%
Mandarine Credit Opportunities 1.88%
La Française Rendement Global 2028 1.88%
Ofi Invest High Yield 2029 1.87%
Alken Fund Income Opportunities 1.72%
R-co Conviction Credit Euro 1.69%
Tikehau 2029 1.68%
Tailor Crédit Rendement Cible 1.53%
Tailor Credit 2028 1.51%
Auris Euro Rendement 1.46%
Eiffel Rendement 2028 1.38%
Groupama Alpha Fixed Income Plus 1.34%
M All Weather Bonds 1.33%
IVO EM Corporate Debt UCITS 1.02%
FTGF Brandywine Global Income Optimiser Fund 0.97%
Epsilon Euro Bond 0.92%
Sanso Short Duration 0.67%
Richelieu Euro Credit Unconstrained 0.58%
EdR Fund Bond Allocation 0.40%
LO Funds - Short-Term Money Market CHF 0.09%
Lazard Credit Opportunities -0.10%
Goldman Sachs Yen Liquid Reserves Fund Institutional -1.36%
AXA IM FIIS US Short Duration High Yield -6.59%
Amundi Cash USD -7.36%