Our activities
Philippe Hottinguer Gestion has a simple positioning, focused on three activities: private wealth management, family office and collective management.
At Philippe Hottinguer Gestion, we combine our expertise with the independence and flexibility of a human-scale entrepreneurial company, in order to offer our private and institutional clients optimised, made-to-measure support.
Our core mission is long-term performance, guided by the sole interest of our clients.
Private Management
It is the gathering of past and present information to prepare for the future. Preserving and growing your assets is our priority: our vision of wealth advisory is based on understanding the uniqueness of each individual.
The wealth and tax review
Discussions with the client to draw on their past and present
Review of their wealth — Drawing up a precise wealth and tax assessment in order to grasp their overall situation
Setting up a wealth strategy
Our experts propose a sound and effective strategy in terms of tax wrapper, investment and risk management
A made-to-measure strategy based on an open architecture
Legal and tax coordination
Each client has a unique wealth and tax situation
Calling on recognised experts to secure the client’s choices (lawyers, tax specialists, notaries, chartered accountants, etc.)
Our teams monitor the issues raised
Selection of the best solutions, service providers and investments
Once our wealth and tax strategy has been validated, selection of products (life insurance, capitalisation contracts, securities accounts, PEA, forestry land groupings, FCPI, FCPR, SCI, SCPI, structured products) and of partners for their quality and their services (insurers, custodians, banks, etc.)
A selection that rigorously meets the client’s objectives and risk appetite
As risk management is at the heart of our approach, the level of risk can be adjusted at any time — on our advice or at the client’s request — in line with structural and cyclical developments
Setting up tailored, regular monitoring
Production of periodic reports
Personalised monitoring of assets
Attentiveness, dialogue, responsiveness: a high-end service
Family office
We support families, executives and entrepreneurs in organising, structuring, managing and perpetuating their private and professional wealth. Our purpose: to think of wealth as a coherent whole, across several generations, and to free our clients from day-to-day constraints so that they can focus on what matters most.
Family governance and transmission
Defining a family charter and structuring holding companies and shareholders’ agreements
Anticipating and preparing for the transfer of wealth between generations
Facilitating family dialogue to preserve the unity of the wealth and the cohesion of the project over the long term
Wealth and tax engineering
Comprehensive review of private and professional wealth
Optimising ownership structures and anticipating French and international regulatory developments
Tailor-made solutions taking into account the tax specificities of each family, residence and jurisdiction
Investment advice and asset allocation
Investment strategy aligned with each family’s objectives and horizon
Allocation across all asset classes: equities, bonds, real estate, private equity, infrastructure, real assets
Selection of the best managers in open architecture and negotiation of terms with banking and financial partners
Coordination of experts and consolidated reporting
Steering all the parties involved: chartered accountants, lawyers, notaries, bankers, asset management companies, auctioneers
Setting up consolidated, clear and regular wealth reporting
A comprehensive and clear view of the wealth, in complete discretion
Collective Management
Philippe Hottinguer Gestion designs and manages a range of open-ended funds, available to investors of every kind. Whether through our own funds, dedicated funds or discretionary management mandates, the whole of our collective management is built on our proprietary Abacus methodology: active, conviction-based management, independent of market indices, grounded in fundamental quality research, a rigorous selection discipline and careful management of the risk/return trade-off.
A range of open-ended funds
Three funds that reflect our Abacus methodology and fully integrate extra-financial analysis, all classified as Article 8 or 9 under SFDR.
Placeuro Abacus Discovery: fundamental Small & Micro Cap management in the eurozone, combining financial and extra-financial criteria (Article 8 SFDR, PEA and PEA-PME eligible).
Abacus Green Deal: an impact fund investing in European equities of all capitalisations, serving the ecological and energy transition (Article 9 SFDR, PEA eligible).
Abacus Credit Impact: a sustainable impact bond fund, invested in bonds aligned with ICMA standards (Article 9 SFDR).
Dedicated funds
The creation of tailor-made vehicles (dedicated funds) meeting a specific strategy or set of requirements.
Discretionary management mandates
Personalised discretionary management, tailored to the objectives, investment horizon and risk profile of each investor, with the same selection and risk-management discipline derived from the Abacus methodology.
Extra-financial analysis
The integration of ESG criteria at the heart of selection, through our proprietary tools and based on the principle of double materiality.
The monitoring of controversies and shareholder engagement, in the service of sustainable and responsible performance, across our entire range classified as Article 8 or 9 under SFDR.