Independent Asset Management, Built on Expertise
BOUVIER GESTION is a regulated asset management company approved by the Autorité des marchés financiers (AMF) under licence GP-20000034, operating under the UCITS directive. Alongside its sister entities Bouvier Patrimoine and Bouvier Courtage, the group offers a fully integrated approach to financial and estate management from its offices in Paris and Aix-en-Provence. Each entity within the group holds its own regulatory approvals and professional memberships, ensuring clients benefit from rigorous compliance at every level of service. Our mission is to structure, grow and protect the assets of private clients and institutional investors through disciplined, transparent and personalised strategies. We believe that sustainable wealth management begins with a thorough understanding of each client's situation, objectives and risk profile.
BOUVIER GESTION manages collective and individual investment mandates under AMF supervision. Our portfolio managers apply rigorous quantitative and qualitative analysis to construct portfolios aligned with each client's investment horizon and risk tolerance.
Bouvier Patrimoine provides comprehensive estate planning and financial investment advice, registered with ORIAS under number 21000928 and a member of the CNCGP. We help clients navigate inheritance, tax optimisation and long-term asset structuring with clarity and precision.
Bouvier Courtage is an insurance brokerage registered with ORIAS under number 20009073 and a CNCGP member. We source and structure life insurance and savings products that complement our clients' broader financial strategies.
Every service we deliver operates within a strict regulatory framework. We are committed to full transparency, ongoing compliance with AMF guidelines and regular communication with clients regarding regulatory developments that affect their investments.
As an independent group, we have no product sales obligations. Our recommendations are driven solely by what is appropriate for the client, not by commercial incentives or third-party distribution agreements.
We provide clear documentation at every stage of our client relationships, including pre-contractual information, fee schedules and regular portfolio reporting. Clients always know exactly what they hold and why.
We build strategies designed to perform across market cycles. Our investment process favours thorough research and conviction over short-term market timing, seeking durable value creation for each client.
BOUVIER GESTION holds AMF approval GP-20000034 and operates under the UCITS directive (2009/65/CE). This ensures the highest standards of fund governance, client protection and operational oversight.
Both Bouvier Patrimoine (21000928) and Bouvier Courtage (20009073) are registered with ORIAS, the French register for financial intermediaries. This registration confirms our legal right to provide investment and insurance brokerage services.
We take data privacy seriously. Our GDPR policy, in force since May 2018, ensures that all client personal data is collected, stored and processed in full compliance with European regulations. Full documentation is available at our registered offices.