Richelieu Gestion

Dear customers, investors and partners,

We thank you for your confidence and your adaptability to the constraints that the evolution of the health situation imposes on us.

We would also like to thank all of our employees for their continued mobilization.

We continue to go through this special period with you.

We follow the recommendations given by our government authorities and the World Health Organization.

By appointment only, our premises are open to you, in order to provide direct contact as human as the current sanitary conditions allow.

Be assured of our commitment by your side, including remotely, in order to guarantee you an irreproachable quality of service.

Christophe Boulanger
Chief Executive Officer - Richelieu Gestion

Richelieu Gestion: a multi-thematic, sustainable and international management offer, in collective portfolio management and discretionary management.

Richelieu Gestion embodies the asset management and financial management expertise of the Richelieu Group. It offers a range of open-ended and dedicated UCITS products and services through discretionary management for private clients. It targets both external professional clients (Wealth Management Consultants, Family Offices, third-party management companies, institutional investors) and the Richelieu Group private clients, for whom this competitive positioning is a guarantee of the quality of its management offer.

Richelieu Gestion is one of the subsidiaries of Compagnie Financière Richelieu, a French holding company created on 9th July 2018, that also comprises Banque Richelieu France and Banque Richelieu Monaco.

This reference document has been published in the midst of a health crisis and unprecedented economic situation. It may seem paradoxical since it traces the successful conquest undertaken by the Richelieu Group over the past year and a half.

Its purpose is effectively to share the spirit that drives us, our specificities, our talents, and our first results with you.It reports on the work accomplished by teams devoted to our clients.

The illustration principle that we have chosen differs from the usual communication codes used in our sector, and it is meaningful. The reader is invited to go on a journey marked by encounters with remarkable century-old French trees making a link between tradition and modernity and demonstrating the force of a Group rooted in its history and its regions.

Like our campaign visuals before them, these remarkable trees are unique markers of our identity. They embody the values of a Banque Richelieu Group that has been built over time, that draws its strength from its roots and its environment, and that is constantly renewed with the same esprit de conquête.

Our governance

MANAGEMENT

Christophe Boulanger
Chief Executive Officer

Christophe Boulanger was previously Chief Executive Officer of Edmond de Rothschild Asset Management. He has more than 20 years' experience in asset management. He began his career at Arthur Andersen as Finance Manager before joining Edmond de Rothschild Asset Management as Chief Financial Officer.

Laurence Adam
Deputy Chief Executive Officer
and Chief Operating Officer

Laurence Adam was previously Head of Operations at Edmond de Rothschild Asset Management for 10 years.
She began her career in the alternative management universe, in 1998 at BAREP and then in 2001 at SYSTEIA Capital Management, she has more than 20 years' experience in asset management.

Alexandre Hezez
Group Chief Investment Officer

He served for 10 years as Director of Collective Management, Strategy and Asset Allocation for Auris Gestion Privée. He has more than 20 years’ experience in asset management and the financial markets. Involved in the creation of La Française des Placements in 2000 as an equity and diversified fund manager, he joined Convictions AM in 2008 as Chief Investment Officer and Founding Partner where he developed asset allocation and financial interest allocation funds.

Michel Dinet
Chief Development Officer

Michel Dinet previously spent 10 years as the head of partnership development at Edmond de Rothschild Asset Management in France, Belgium, Luxembourg and Monaco.
He also used to be commercial director at UAF Patrimoine (Prédica) and an inspector at Guardian Vie.

Christophe Boulanger
directeur général

Laurence Adam
Deputy Chief Executive Officer and Chief Operating Officer

Alexandre Hezez
Group Chief Investment Officer

Michel Dinet
Chief Development Officer

BOARD OF
DIRECTORS

Philipe de Fontaine Vive
Representative of Compagnie Financière Richelieu – Director

Philippe de Fontaine Vive was the first Vice-President of the European Investment Bank (EIB) from 2003 to 2015. Previously, Mr de Fontaine Vive has worked at the beginning of his career at the French Treasury Department of the Ministry of the Economy and Finance.

Georges Saghbini
Chairman

Georges Saghbini joined the SGBL group in 1996, and is currently the Deputy General Manager. Mr. Saghbini is also Chairman of SGBL Insurance and sits on the Board of Directors of many SGBL Group subsidiaries in Jordan, Cyprus and Abu Dhabi.

Jean Danckaert
Representative of Banque Richelieu France - Director

Jean Danckaert became Chief Executive Officer of KBL Monaco in 2013 after having served as member of the Executive Committee of BNP Paribas Wealth Management Monaco from 2010 to 2013, General Manager of Fortis Banque Monaco from 2005 to 2009, Vice-Chairman of the Executive Board of Dexia Private Bank France from 2001 to 2004 and General Manager at Société Monégasque de Banque Privée from 1995 to 2001. He started his career in the banking sector in Luxembourg by joining BIL (Banque Internationale à Luxembourg) in 1990. He’s also a member of the Principality of Monaco’s Economic and Social Council.

Georges Saghbini
Chairman

Philipe de Fontaine Vive
Representative of Compagnie Financière Richelieu – Director

Jean Danckaert
Representative of Banque Richelieu France - Director

FR EN

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Access to the products and services presented on the Richelieu Gestion website may be subject to restrictions or legal prohibition in certain countries. You are responsible for verifying beforehand that you are legally authorised under the laws and regulations applicable in your country to access this website and view the information published thereon.

Please note that the mutual funds have not been and will not be registered with the US Securities and Exchange Commission as provided by the US Investment Company Act of 1940 and its amendments, or any other regulation applicable to securities.

Accordingly, none of the prospectuses published on this website may be taken or transmitted to, or distributed in, the United States of America, its territories or possessions, or remitted to American institutional residents or companies, associations or other entities created or governed under US laws (all of the foregoing constitute a “US person” as defined by the US Securities Act of 1933). Moreover, the mutual funds may not be offered or sold to US investors.

Richelieu Gestion advises any interested person to verify beforehand that he or she is legally authorised to invest in the products and/or services presented on the website. None of the products or services presented here shall be supplied to a person if the law of his or her country of origin, or any other country concerning him or her, prohibits it. The reader of this message is kindly requested to ensure that he or she is legally authorised to connect to this website in the country from where the connection is established.

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