Our Teams
The BOUVIER GESTION group brings together experienced professionals in asset management, wealth advisory, estate law and insurance brokerage. Each member of our team combines deep technical knowledge with a genuine commitment to client outcomes. We invest continuously in training and regulatory expertise to ensure our advice remains relevant, rigorous and compliant in an evolving financial landscape.
Julien Meunier
President, BOUVIER GESTION
Julien leads the BOUVIER GESTION group with responsibility for regulatory oversight, strategic direction and client relations at the highest level. With over 18 years in regulated asset management, he ensures the group maintains its AMF approvals and upholds the standards expected of a UCITS-compliant management company.
Claire Fontaine
Head of Portfolio Management
Claire oversees all investment mandates and portfolio construction across the group's client base. She specialises in multi-asset allocation and has built her career across Paris-based asset managers before joining BOUVIER GESTION at its inception. Her process combines macroeconomic analysis with rigorous individual security selection.
Édouard Ravel
Director, Bouvier Patrimoine
Édouard leads the wealth advisory activity at Bouvier Patrimoine, guiding private clients through estate planning, tax structuring and long-term financial strategy. A CNCGP member and ORIAS-registered adviser, he is known for his methodical approach and his ability to translate complex regulatory environments into clear client plans.
Sophie Arnaud
Insurance & Brokerage Director, Bouvier Courtage
Sophie manages the insurance brokerage operations of Bouvier Courtage from Aix-en-Provence. She has spent 15 years structuring life insurance and savings solutions for private and professional clients, and brings deep knowledge of French insurance regulation to every client engagement.
Thomas Vergne
Compliance & Risk Officer
Thomas is responsible for regulatory compliance across all three entities, maintaining the group's obligations to the AMF, ORIAS and the CNCGP. He leads internal audit processes, GDPR compliance and the preparation of all regulatory documentation provided to clients and authorities.