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La Financière de l'Echiquier - LFDE

Our purpose: Committing our energy and our clients' capital as pioneers in building a responsible world for tomorrow.

Our approach

LFDE manages a range of funds primarily invested in equities, corporate bonds and convertible bonds. Our management approach, based on an in-depth knowledge of companies, allows us to overcome market movements.

Key figures as of 31/12/2022




10,5 billion euros



Fund management team


Areas of expertise


ESG Integration

92,7% of AuM

Breakdown of AuM by type of clients

Breakdown of AuM by type of funds

Values to share

Bettina Ducat

The Echiquier spirit is based on meeting two requirements: a service that is both high quality and local. Our daily ambition is to offer you tailor-made service and dedicated solutions.

Bettina Ducat

Bettina Ducat


What you can expect from us in concrete terms:

Sharing of value added

Our managers have built our funds’ performance by paying close attention to the “value of things” for more than 30 years. This is how they create the value that we share year after year.

Sharing of interests

The alignment of interests between clients and fund managers is at the heart of La Financière de l'Echiquier's concerns and is guaranteed in particular by the indexation of fund managers' remuneration to the performance of the funds and that of LFDE.

Sharing of know-how

Information is regularly provided in a transparent manner. More than 80 annual events provide further opportunities to share in-depth expertise with our clients and partners.

The Groupe Primonial Foundation

La Financière de l’Echiquier is a stakeholder in the social and solidarity economy. Our Foundation is backed up by two innovative mechanisms: the sharing of fund management fees, and the sharing of our employees’ time.

Our awards

Amadeis Management Companies Awards 2021

Once again, LFDE was named among the leading asset management companies by the Amadeis consultancy firm, which honours the highest-rated management companies among French institutional investors. For the third consecutive year, LFDE was ranked first among asset management companies managing less than €10 billion, and first in the Marketing and Sales category.

Amadeis Management Companies Awards 2021

Pyramides de la Gestion Awards 2021

LFDE was awarded three prizes by the magazine Investissement Conseils, including the Best Asset Management Company prize.

Pyramides de la Gestion Awards 2021

Grands Prix de la Finance H24

Once again multi-primed, LFDE was voted 2nd management company managing between 7 and 15 billion euros of assets under management, and 3ème favorite ESG management company

Grands Prix de la Finance H24

Option Finance Asset Management Awards 2022

1st place SRI Communication

Our story