Our Philosophy
Our Philosophy
By Entrepreneurs
for Entrepreneurs
A Comprehensive and Independent Approach
Montpensier Arbevel was founded by entrepreneurs with extensive experience in family wealth, private wealth management, and all its components:
financial asset management, wealth planning, and philanthropy .
This broad offering is built on core principles: independence, simplicity, and agility. These values reflect our entrepreneurial DNA and guide all our actions in service to our clients.
Long-Term Wealth Support
Focusing on the long-term management of your wealth, Montpensier Arbevel creates a personalized and holistic approach for families, based on the recognized expertise of its subsidiary, Actis Multi Family Office.
We emphasize the quality and durability of our relationships, the continuous search for value creation through our historical expertise as a “research-driven firm,” and the development of tailored competencies.
Entrepreneurial DNA, Independence, and Expertise
Our entrepreneurial DNA underpins all our relationships with individuals, families, holding companies, and family businesses, fostering a culture of independence. This independent mindset provides a flexible and motivating framework that encourages collective intelligence and innovation.
Independence in investment choices is a hallmark of our process. Our proprietary methods are continuously enriched by research, analysis, and the expertise of our teams and partners, and are shared through dedicated insights.
Dialogue, Service, and Stability
Dialogue with families is an integral part of our private wealth management and advisory processes. Constructive and fluid communication builds trust and ensures a deep understanding of challenges and priorities. This dialogue enables the sharing of tailored wealth solutions and fosters responsiveness to your needs.
The stability of our private wealth managers and their close relationships with clients ensure effective communication. This foundation facilitates the operational implementation and coordination of various expertise for your wealth.
Simplicity, Agility, and Responsiveness
Financial markets and the broader economic and regulatory environment are increasingly complex. Montpensier Arbevel’s response is simplicity: we aim to invest in instruments that embody this principle.
Simplicity also extends to our pricing policy: our fees are established and shared with clients at the beginning of our relationship.
Our flexible and agile organization supports efficient decision-making and execution. Investment decisions are continually informed by shared insights, ensuring responsiveness and adaptability.