Montpensier and Arbevel, with the support of Amundi and Weinberg Capital Partners, announce that they are combining their strengths and expertise to create Montpensier Arbevel. Their goal is to accelerate their development for the benefit of their clients, both in France and internationally. Montpensier Arbevel will provide its expertise in active management to institutional, wholesale, IFAs and private investors. The merger between Montpensier and Arbevel is subject to the prior approval of the AMF (Autorité des Marchés Financiers).
Montpensier Arbevel will represent a combined asset under management of €6 billion and a team of over 80 people, including nearly 50 investment professionals. Montpensier Arbevel will target institutional investors, family offices, private clients, and IFAs in France and Europe.
The growth of Montpensier Arbevel will be bolstered by the specific and complementary expertise of Montpensier and Arbevel, shared strong convictions, and common goals to the benefit of investors:
✓ Independence and alignment of management:
The founding managers and teams of Montpensier and Arbevel share the same entrepreneurial DNA and the same priority towards their clients; they will hold the majority of the capital alongside Amundi and Weinberg Capital Partners.
Montpensier Arbevel will be managed by their current experienced and complementary teams. Guillaume Dard will be Chairman of the Supervisory Board, while Jean-Baptiste Delabare will be Chairman of the Management Board, which will include Sébastien Lalevée and Sébastien Barbe.
✓ Complementary expertise, method, talent and innovation:
Montpensier Arbevel will cover a broad range of assets: European equities, large, mid and small caps, global and thematic equities, convertible bonds, sovereign and corporate bonds, private debt, healthcare private equity and multi-asset management.
In equities, Montpensier Arbevel aims to continue distinguishing itself through its strong expertise in mid caps and global growth theme equities: healthcare, technology, climate solutions and innovation in these sectors.
Montpensier and Arbevel believe that strong performance is driven by a blend of talent, methodology and innovation. By closely integrating strategy, research, analysis and portfolio management teams, and leveraging proprietary methods, we are able to identify key trends, foster fresh ideas and inform our investment decisions.
✓ The desire to invest for a sustainable future:
Montpensier Arbevel’s commitment will involve both research into sustainable investment themes and the integration of ESG criteria into investment processes. Montpensier Arbevel will benefit from proprietary extra-financial analysis tools.
The Montpensier foundation and the Arbevel endowment fund support numerous projects in areas of public interest, such as climate change, healthcare, culture and education.
Guillaume Dard, Chairman of the Supervisory Board of Montpensier Finance, comments: “I am particularly proud and happy to be associating Montpensier Finance with Arbevel, with whom we share the same entrepreneurial culture. Our joint ambition, in the service of our customers, is based on strong, shared convictions, the choice of active management and recognized expertise, close teamwork and the integration of ESG into our investment processes. With the support of Amundi and Weinberg Capital Partners, the commitment of our teams, and the complementarity of our offerings, I am convinced that Montpensier Arbevel will be a recognized player in France and internationally.”
Jean-Baptiste Delabare, Chairman of Arbevel, comments: “Over the past 15 years, Sébastien Lalevée and I have created and developed Arbevel, an independent and entrepreneurial asset management company. We offer a wide range of asset management services and mandates to private and institutional clients. Our research house is internationally recognized for European small and mid caps. We are delighted to be joining forces with Montpensier Finance to bring a broad, common offering to the private and institutional clients who place their trust in us.”
