LFDE combines its performance requirements with a strong and long-standing conviction: the creation of sustainable value results from balance and a management perspective focused on the world of today and tomorrow. Our vision of responsible investing is central to our responsible approach.Learn more
Demanding performance and impeccable service are central to our approach, whether with our private clients or our long-standing partners such as financial advisors and institutional investors.
The pillars of our client relationships
Several meeting formats and moments of inspiration (thematic debates, annual conferences, etc.) provide our clients with a forum for regular and privileged exchanges with our teams.
We strive to build long-term relationships of trust with our clients and partners. We offer clear and regular communication, seeking to be as transparent as possible about our products, services and expertise.
We strive to adopt an informative approach on a day-to-day basis, and to provide our clients with the information they need in the most practical way possible. Financial education is a critical challenge that is of particular importance for us.
Amadéis, 2017 wealth management company rankings (Palmarès 2017 des SGP)
LFDE was distinguished in the ranking established by this consulting firm, which rewards the wealth management companies that enjoy the best reputations among institutional investors (4th for equity management, 7th place for balanced management, 8th for SRI and 10th for convertible bonds).
2018 wealth management awards ( Palmarès Gestion de fortune 2018)
LFDE took third place in the list of management companies with AuM exceeding €5 billion. This Provider Ranking, the profession’s only indicator of this type, rewards the quality of the range, the quality of the service and the skills of the sales team.
La Financière de l’Echiquier pays particular attention to the professional and personal development of its employees, as their well-being is also an essential factor of cohesion and a driver of efficiency – and in turn a source of collective performance.
Numerous initiatives are aimed at improving the quality of life at work and ensuring balance between family and professional life: company nursery, sponsorship of new employees, climbing wall, gym, photo collection, etc.
Sharing of value created
Our compensation and share ownership policy helps promote the commitment of our employees by redistributing value to those who play a part in its creation.
We offer countless learning opportunities to employees and encourage the development of personal expertise. The company funds external diploma courses
Exceptional moments together
We forge strong bonds between our employees every day thanks to many opportunities for exchange – seminars, events, etc. – and the Fondation Financière de l’Echiquier’s skills sponsorship schemes.
La Financière de l’Echiquier works on many fronts to reduce its environmental impact.
Eco-responsible actions every day
Waste sorting, waste reduction policy, energy saving, paper and computer recycling, planting of roof-gardens, etc.
A bee-friendly company
Perched on the roof of our premises, our hives serve a dual purpose: conserve biodiversity in the city and preserve ancestral know-how.
Measuring the carbon footprint of our funds
We have taken the initiative to extend legal disclosure obligations to the majority of our funds. This measurement work showed that most of our funds boast a carbon footprint below that of their benchmark, particularly our SRI funds
LFDE’s philanthropic DNA is reflected in multiple actions, from the management fee sharing mechanisms of three investment solutions to employee time sharing. The Fondation Financière de l’Echiquier focuses its action in France on support for solidarity projects in favour of education, integration and the fight against exclusion. An equal opportunities programme, Les Maisons des Jeunes Talents, also offers brilliant scholarship students the chance to access preparatory classes for the most prestigious higher education institutions.The Foundation