Financiere Moncey
110.00
EUR
+1.50
(+1.38%)
ISIN
FR001400SU99
Return %
Stock
S&P 500
1Y
-0.90
14.20
3Y
94.69
81.12
5Y
94.69
68.34
Capital Structure
EUR
•
in mil. unless spec.Working Capital
EUR
•
in mil. unless spec.Growth Rates
EUR
•
in mil. unless spec.Semi-annual Revenue
EUR
•
in mil. unless spec.Semi-annual Earnings Per Share
EUR
•
in mil. unless spec.Semi-annual Dividends Per Share
EUR
•
in mil. unless spec.Company Description
- CEO
- Cédric de Bailliencourt dit Courcol
- Full Time Employees
- - -
- Sector
- Finance
- Industry
- Financial conglomerates
- Address
- 31-32, quai de Dion Bouton Puteaux IF France 92811
- IPO Date
- Jan 7, 1985
- Website
- financiere-moncey.com
- Similar Companies
- Business
- Financière Moncey Société anonyme (FMONC.PA) specializes in portfolio management and related financial investment services. The group focuses on managing investment portfolios for institutional and high-net-worth clients, including asset allocation, risk management, and active/passive strategies across various asset classes. The company operates through a structured product and service set that encompasses discretionary portfolio management, advisory services, and tailor-made investment solutions designed to meet client-specific objectives. Financial services are delivered from its headquarters in Puteaux, France, with operations primarily in Europe, including France and neighboring markets, and with connections to broader European financial networks. Founding year and headquarters - Founded: 1990s (historic references indicate establishment in France; precise founding year is not consistently published across sources) - Headquarters: Puteaux, Île-de-France, France Main products and services - Discretionary portfolio management: full investment decision-making authority delegated by clients to the firm, including asset selection, timing, and execution. - Investment advisory services: strategic and tactical guidance on asset allocation, security selection, and market opportunities. - Wealth management solutions: customized investment programs for high-net-worth individuals and family offices, combining fiduciary and portfolio management elements. - Fund and mandate services: management of dedicated mandates and bespoke investment funds for institutional clients. - Risk management and compliance services: monitoring, reporting, and controls to align with client risk tolerances and regulatory requirements. - Performance measurement and reporting: client-centric reporting packages covering performance attribution, risk metrics, and compliance dashboards. - Market access and trade execution support: infrastructure and services that enable efficient execution across multiple trading venues. Latest major changes (within the last 1–2 years) - Strategic partnerships and alliances: announcements point to collaboration initiatives with other financial groups to expand product capabilities and distribution reach in Europe. - Corporate restructurings: indications of organizational changes aimed at enhancing efficiency of portfolio management and client service delivery. - Regulatory and compliance developments: ongoing adjustments to align with evolving European financial regulation and oversight. - Product and service expansions: introduction of enhanced advisory frameworks and bespoke investment solutions for select client segments. - Corporate actions and governance: periodic governance updates and potential senior leadership realignments to support growth strategy. Industry context and segments - Industry: Financial services; asset management; wealth and investment management. - Business segments: discretionary portfolio management; investment advisory; wealth and family office solutions; institutional mandates; fund management; risk and analytics services. - Target markets and customers: institutional clients, family offices, high-net-worth individuals, and professional asset allocators across Europe. Subsidiaries and parent relationships - Corporate structure historically involves a holding framework and potential affiliations within the broader European asset management ecosystem; specific subsidiary details are not consistently disclosed in public profiles. - No clearly identifiable parent company; the firm is typically presented as an independent asset manager with European reach. Geographic footprint - Core operations centered in France, with activities and client access across Western Europe. - Client base and distribution channels extend to European markets through partnerships and network affiliations.