Entity
  • Finaltis

    Created in 2001
  • Social networks

    83 1,230
  • Entity types

  • Location

    63 Av. des Champs-Élysées, 75008 Paris, France

    Paris

    France

  • Employees

    Scale: 11-50

    Estimated: 18

  • SIREN

    438026098
  • Engaged corporates

    7
    0 7
  • Added in Motherbase

    4 years, 4 months ago
Description
  • Value proposition

    Explorer . Partager . Investir | Explore . Partner . Invest

    Finaltis is an entrepreneurial asset management firm owned by its partners.

    For more than 15 years, Finaltis has been discovering original and sustainable investment solutions adapted to tomorrow’s challenges and to the needs of both institutional and private clients (advised by investment professionals). Finaltis anchors its relations in partnership and transparency: its clients benefit from the experience, the curiosity, the agility and the ideas of a unique team with diverse and complementary backgrounds. Finaltis implements its investment strategies with a rigour acknowledged by its clients. It is faithful to its convictions, with accurate risk management as a keystone. This philosophy is at the heart of each of its investment proposals:
    - Discretionary Multi-Asset Solutions: structured products and dedicated mandates
    - Trend Following Multi-Asset Solutions: Cyril Systematic (UCITS), structured products and dedicated mandates
    - Thematic Equities:
    o investment grade equities (World): Finaltis Titans (UCITS, SFDR8), dedicated mandates;
    o profitable digital leaders (World): Finaltis Funds – Digital Leaders (UCITS);
    o resilient gold mines (World): Finaltis Gold (UCITS) (a.k.a. Landolt Investment (Lux) – Gold);
    o minimum variance/low volatility: Finaltis EfficientBetaTM Euro (UCITS, SFDR 8), dedicated mandates;
    o Multi-Thematic Equity Solutions: structured products and dedicated mandates.


    Finaltis is regulated by the Autorité des Marchés Financiers (the French Financial Markets Authority).



    Low Volatility Equities, Quality Equities, European Equities, Digital, Smart Beta, Thematic Equities, US Equities, Portoflio Construction, Risk Management, UCITS, Portfolio Management, Mandates, Quantitative Research, and Fundamental Research

  • Original language

    Explorer . Partager . Investir | Explore . Partner . Invest

    Finaltis is an entrepreneurial asset management firm owned by its partners.

    For more than 15 years, Finaltis has been discovering original and sustainable investment solutions adapted to tomorrow’s challenges and to the needs of both institutional and private clients (advised by investment professionals). Finaltis anchors its relations in partnership and transparency: its clients benefit from the experience, the curiosity, the agility and the ideas of a unique team with diverse and complementary backgrounds. Finaltis implements its investment strategies with a rigour acknowledged by its clients. It is faithful to its convictions, with accurate risk management as a keystone. This philosophy is at the heart of each of its investment proposals:
    - Discretionary Multi-Asset Solutions: structured products and dedicated mandates
    - Trend Following Multi-Asset Solutions: Cyril Systematic (UCITS), structured products and dedicated mandates
    - Thematic Equities:
    o investment grade equities (World): Finaltis Titans (UCITS, SFDR8), dedicated mandates;
    o profitable digital leaders (World): Finaltis Funds – Digital Leaders (UCITS);
    o resilient gold mines (World): Finaltis Gold (UCITS) (a.k.a. Landolt Investment (Lux) – Gold);
    o minimum variance/low volatility: Finaltis EfficientBetaTM Euro (UCITS, SFDR 8), dedicated mandates;
    o Multi-Thematic Equity Solutions: structured products and dedicated mandates.


    Finaltis is regulated by the Autorité des Marchés Financiers (the French Financial Markets Authority).

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