‘We bring you our expertise and our convictions built on performance, loyalty and creativity’
‘Performance is what you expect from us. It is our goal thanks to experienced professionnals whose convictions and know-how are dedicated to our clients.’
‘We are comitted to your own interests while abiding by your objectives. We support you consistently, with full transparency and confidentiality.’
For over 30 years Mansartis, in complete independence, has developped expertise in Wealth Management, Fund Management, Family Office and Mergers & Acquisitions while.
Since we opened our doors in 1982, Pgc, a wealth management company regulated by the AMF, in addition to personal portfolio management, has provided corporate strategy advice to companies and their shareholders, given the closely intertwined relations between corporate and personal wealth.
In 1995, Colonne Vendôme was created to address these needs, through a dedicated team of professionals in mergers & acquisitions. In 2002, another subsidiary, Adonide, was founded to provide Multi Family Office services.Henceforth, all these activities will be known under a single name, Mansartis. Our approach is to work together with our clients to determine a personal widespread strategy to meet individual long term financial needs.
Our portfolio management, M&A and Family Office teams work closely with a network of French and worldwide partners to tailor to our clients’ demands.
Mansartis is a family-run group. The dedication of its shareholders, represented by Guillaume Jalenques de Labeau, the solidity of its business model and the importance of its shareholders’ capital are strong guarantees of its independence.
8, place Vendôme - 75001 PARIS
Tél : + 33 1 42 96 10 70
complementary activities to cover the needs of individuals, families, entrepreneurs or non-profit organisations
- Wealth management : Mansartis manages discretionary portfolios, and provides expert advice to clients who also have non-financial asset, fiduciary or estate planning questions. The in-depth comprehensive knowledge that we have of the different aspects of wealth management is the basis for the quality and the pertinence of our recommendations. Growing steadily since the group’s creation, assets under management today represent 600 million euros on behalf of 400 clients.
- Fund management : A pioneer in the creation of money market funds in 1984, Mansartis now provides a wide range of regional equity funds and diversified funds in order to offer different investment strategies through its 17 funds, either open to the public or dedicated to non-profit organizations. These funds represent more than 450 million euros in assets under management.
- Family Office : This team was created to manage diverse and complex financial needs for wealthy families. It draws on all of Mansartis’ resources to serve the individual objectives of the clients in a wide variety of custom-made services.
- Mergers & Acquisitions : A specialist in mergers & acquisitions, Mansartis helps CEOs who appreciate independent, tailor-made advice, in defining their corporate organizational strategies that include acquiring, disposing of or financing companies.
Each one of our teams guarantees our clients loyalty, performance and creativity in order to attain, in their own best interests, their pre-defined financial, family or strategic goals.
through custom-made discretionnary mandates, clients benefit from mansartis asset management expertise to achieve their needs and goals.
Wealth management at Mansartis aims first and foremost to generate superior return on investment taking into account the client’s broader objectives and constraints.
Assessment of the Clients personal situation is central to the management process which integrates social and corporate governance issues in investment practices. Full transparency of the process is deeply intertwined with the basic rules of loyalty and professionalism followed by our managers.
The client's goals are formalized in a management agreement which defines asset allocation, any specific constraints, reporting and fee schedules. Within this mandate, the portfolio manager dedicated to the client, acts in close cooperation with the specialist asset management team to define asset allocation construct the portfolio.
The Manager, in its advisory role, calls on all of the Group expertise to ensure that the enacted investment policy provides the clients with optimal solutions in his own tax and regulatory environment and wealth management projects.
Mansartis uses technology to serve the clients needs producing detailed investments reports available daily on the company website. These reports provide comprehensive information on all transactions and operations, management fees and short and long- return of the managed portfolio.
A comprehensive and global approach to define a tailor-made solution
Understanding your needs
From the very first meeting, with the help of his portfolio manager, the client sets his goals and defines the best ways to reach them.
This step is essential. Beyond quantitative elements, it requires a real exchange and an active listening approach to understand the interests and goals of the client.
To implement the decisions taken in the first step, all financial statements and the overall financial situation of the client are analyzed.
The overall balance of the global asset allocation and the short to long term goals are thoroughly checked.
The portfolio manager proposes a comprehensive asset allocation strategy, of which the financial portfolio is only one of the components, in line with the client’s goals (acceptable level of risk, desired investment horizon, inflows, outflows).
These recommendations may be discussed and implemented with other professional advisors. They will be followed by your portfolio manager and our wealth management team.
A tailor-made management proposition
With the help of our tax and estate planning specialists, the portfolio manager implements a proposition of a tailor-made managed account which defines the best suited asset allocation strategy and the appropriate investment vehicles.
the international expertise to select suitable investment opportunities
|Funds||ISIN code||Date||NAV (€)|
|Diversified mutual funds|
|Equity mutual funds|
A clearly defined investment philosophy and a team oriented investment approach with a view of creating value over the long term.
- A team-oriented decision-making approach based on fundamental analysis and bottom-up stock picking
- Diversification and shared rules for portfolio construction as the cornerstone of our investment process in order to achieve below average levels of risks
- A conviction style approach to portfolio management with no reference to a given benchmark, and no bias in investment style or market capitalization sizes
- A sharing of expertise at each steps of the decision making process
- A long-only approach which integrates ongoing momentum and companies’ intrinsic valuation
A disciplined investment’s process:
each step of the process must be validated by a committee
A tailor-made service offer for high net worth individuals and complex asset structures
The Family Officer, the unique and privileged contact, is the mastermind of a global support for the family group. He assists the client in the decision making process and the implementation of wealth management projects.
The Multi-Family-Office of Mansartis provides its clients with portfolio consolidation and performance measurement tools as well as tailor-made and timely reporting tools whatever the asset classes held in the portfolio. If need be, he designs and puts to work decision support tools.
The Family Officer calls on all the Group’s expertise to assist the client in tax matters, whether it is filing returns or litigation. He can monitor and be active in real-estate related questions, he can be in charge of the day-to-day administrative follow-up of personal business which can ultimately lead to the organization of a full-service private secretary service for the family.
Mansartis, through the Family Officer, guarantees full discretion and the preservation of confidentiality, for the data in its possession and the business it is entrusted with.
" Our relationship, we build it together.
The mission will be tailored to your needs and shaped according to the structure of your private or business related assets "
Mergers & Acquisitions
Mergers & Acquisitions transactions with a track record of 20 years
Mansartis advises and assists entrepreneurs, groups and private equity firms in their transaction processes for businesses between €5 and €50 million, within all industry sectors and with both French and foreign counterparts:
- Sell-side advice: valuation, drafting of information memorandum, identification of potential buyers, assistance in negotiations, coordination of due diligences and of the drafting of the legal documentation.
- Buy-side advice: industry analysis, identification and contact of potential targets, financial and strategic analysis, assistance in negotiations, coordination of due diligences and of the drafting of the sale and purchase agreement.
- Structuring: LBO, OBO, fund raising, financial valuation, equity structuring.
A dedicated M&A team of experienced professionals, appreciated for its rigour, commitment and discretion in the completion of the missions entrusted by its clients.
Depending on the missions’ requirements, Mansartis offers its clients the whole group’s knowledge and expertise along with its international network of Mergers & Acquisitions’ specialists, selected for their professional skills, working methods and the common values they share with Mansartis.
Mansartis team is dedicated to achieve its clients’ objectives.
" Our people are the main assets of Mansartis. Our team is built around different skills and know how, they form a melting pot where expertise is shaped. Everyone is dedicated to make client relationship the bedrock of customer satisfaction, performance and growth "
Guillaume Jalenques de Labeau
Chairman and Chief Executive Officer
A team of 25 professionals, your dedicated contact:
Wealth management & tax planning
Mergers & Acquisitions
Philippe ChauviréWealth Manager
Philippe joined Mansartis in 1998. After managing Mansartis Europe for fifteen years, he manages Mansartis Investissements since 2014.
He has been managing portfolios for private clients and Institutions since his first day with Mansartis. Before joining, he had been CEO of the asset management division of Finindus Group and Chief Financial Officer at Banque de Baecque Beau.
He has lectured finance at the University of Paris-Jussieu and holds a Masters degree in Economics (University Paris Dauphine).
Thibaut MuniniWealth Manager
Thibaut joined Mansartis in 2011 after spending two years as junior portfolio manager with Cholet-Dupont in Paris. Thibaut started his career as Business Analyst with Wyeth (Pfizer Group) in London.
He manages diversified dedicated mutual funds and discretionnary mandates for private clients and institutions.
He graduated in engineering, EPF (Sceaux), and holds a Master Degree in Wealth Management (ESCP-Paris).
Nourane CharraireWealth Manager
She has over 12 years experience working at Neuflize OBC.
She holds a Master's Degree in Banking & Finance and is certified International Investment Analyst since 2009.
Alexandra LanéeWealth Management and Tax advisory
Alexandra joined Mansartis in 2010. Previously she had worked over 10 years in accounting or law firms as lawyer specializing in tax matters for professional and private clients. Her last assignment was with TAJ where she was in charge of relocation for private clients.
She holds a Master Degree in Law (Paris II Assas).
Stephen de MendelssohnChief Investment Officer
Stephen joined Mansartis in 2009 to become CIO. He manages Mansartis Japan and Mansartis Asia equity funds. Previously he was a portfolio manager at Provalor and specialist in Asian equities at Philipp Capital Ltd and Barclays Capital Management. He started his career as sales-analyst specialized in Japanese equities at Sanyo Securities and Nomura Securities.
He holds a Master Degree in Law and Economics (Paris II).
Julie JourdanFund Manager
She graduated from the ESCP-EAP business school in France with a major in strategy and holds a BA in Economic History (Sorbonne). She spent three years with Accenture before joining Global Equities (2001) and specializing on the US equities markets.
Sébastien LemonnierFund manager
Sébastien joined Mansartis in 2014 after 10 years of experience in European equities, both as Financial Analyst and since 2006 as Fund Manager.
Before joining Mansartis, Sébastien has been managing the Tocqueville Value Europe fund.
He holds a Master Degree in Financial Management (Panthéon-Sorbonne Paris 1 University).
Stéphanie de ChauliacChairman
Stephanie joined Mansartis in 1995 to structure the M&A activities of the Group. She was previously associated with Smith Barney in London and Barings Brothers in Paris. She has over 25 years’ experience in cross-border acquisitions and disposals, in private placements, mezzanine finance raising and fairness opinions.
She graduated from ESCP Business School (Paris).
Jean-Pascal ClédatChief Executive Officer
Jean-Pascal joined Mansartis in 2010 after working 15 years in Mergers and Acquisitions and corporate advisory at BNP-Paribas, Gimar Finance and PwC Corporate Finance.
He advised on a large number of M&A transactions for individuals, corporations or Private Equity funds.
He graduated from HEC Business School (Paris).
Joined Mansartis in 2010 with 5 years’ of experience in Mergers and Acquisitions and business consulting (PwC Corporate Finance, Alliances Management Consultants).
Strategic reviews, valuation reports, execution of sell-side and buy-side advisory mandates for private individuals, corporations and Private Equity houses.
Thierry graduated from EM-Lyon.
He graduated from Toulouse Business School and holds a Master in Corporate Finance from Paris 1.
Guillaume Jalenques de LabeauChairman and Chief Executive Officer
Guillaume joined Mansartis in 1992. Under his leadership the company, founded in 1982 by his father, has expanded in the merger and acquisition and the family office activities while at the same time remaining committed to the company’s historical core values. He led the development of the portfolio management business for non-profit institutions.
He started his career in 1982 with Brown Brothers Harriman & Co in New York as salesman in US equities. He was appointed in 1988 head of the branch in Paris, before joining the London office in 1990 as head of the asset management subsidiary.
Guillaume graduated from Essec Business school and is a CFA charterholder. He is a member of the Enforcement Committee of the French Regularity Authority (AMF).
Cécile ImbertHead of Business Development
Cecile has been appointed Head of business development in April 2015 after being in charge of US equities management.
Before joining Mansartis in 2013, Cécile had been Fund manager at Prigest for 10 years where she managed Prigest Europe and Prigest US since 2009.
Eric SönkesBusiness Development Director
Eric joined Mansartis in 2012. Eric spent 10 years with Paribas in Corporate Banking before being a Private Banker dedicated to entrepreneurs for 11 years with BGPI, Banque Transatlantique and Credit Suisse.
Eric is in charge of the business development of Mansartis.
He graduated from ESC Bordeaux and holds a Master in Wealth Management.