{"id":11677,"date":"2025-06-02T16:04:32","date_gmt":"2025-06-02T14:04:32","guid":{"rendered":"https:\/\/preprod.montefiore.eu\/montefiore-investment-accelere-le-developpement-de-son-activite-dediee-aux-investisseurs-prives-et-renforce-son-organisation\/"},"modified":"2026-01-08T16:08:17","modified_gmt":"2026-01-08T14:08:17","slug":"montefiore-investment-accelere-le-developpement-de-son-activite-dediee-aux-investisseurs-prives-et-renforce-son-organisation","status":"publish","type":"post","link":"https:\/\/preprod.montefiore.eu\/en\/montefiore-investment-accelerates-the-development-of-its-private-investor-offering-and-strengthens-its-organisation\/","title":{"rendered":"Montefiore Investment acc\u00e9l\u00e8re le d\u00e9veloppement de son activit\u00e9 d\u00e9di\u00e9e aux investisseurs priv\u00e9s et renforce son organisation"},"content":{"rendered":"[vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; constrain_group_2=&#8221;yes&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221; gradient_type=&#8221;default&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; sticky_content=&#8221;true&#8221; sticky_content_functionality=&#8221;css&#8221; sticky_content_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/4&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; column_padding_type=&#8221;default&#8221; gradient_type=&#8221;default&#8221;][nectar_global_section id=&#8221;6885&#8243;][\/vc_column][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;3\/4&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text css_animation=&#8221;fadeIn&#8221;]<strong>Montefiore Investment, a leading investment firm working with SMEs and mid caps in Europe\u2019s services industry, has announced the expansion of its offering aimed at private investors and the creation of a dedicated &#8220;Private Wealth&#8221; division, headed by Jos\u00e9phine Lor\u00e9al. This initiative marks a new milestone in Montefiore\u2019s growth, as the firm celebrates its 20th anniversary and at a time when access to private markets is opening up to a broader audience.<\/strong><\/p>\n<p><strong>Bringing Montefiore\u2019s performance to private investors<\/strong><\/p>\n<p>This launch comes amid a shift in the savings and investment landscape, driven by the rise of private market products among individual investors and a growing appetite for long-term investments that create value and are rooted in the real economy. In a world where retail investors remain significantly underexposed to real assets, the momentum is building: the French Pacte Law, the ELTIF reform, and the Green Industry Law all signal a broader opening. The time has come to realign private portfolios with structural growth drivers.<\/p>\n<p>Montefiore aims to meet the demand of private investors by offering them direct access to its longstanding expertise in supporting profitable, fast-growing European SMEs and ETIs. Since 2005, Montefiore has backed dozens of entrepreneurial ventures, transforming local leaders into European champions such as B&amp;B Hotels, Asmodee, Interflora, and European Digital Group. On average, portfolio companies grow from an annual growth rate of 8% prior to Montefiore\u2019s investment to 26% annually during the partnership period. This philosophy strongly resonates with private investors looking for discernment, meaning, and long-term performance.<\/p>\n<p>For several years now, wealth management professionals have expressed a strong interest in Montefiore Investment\u2019s strategies and performance, and a desire for broader access. This initiative is designed to meet those expectations.<\/p>\n<blockquote><p><em>\u201cWe have unique strengths that will enable us to grow further in the Private Wealth market. The arrival of Jos\u00e9phine Lor\u00e9al and the development of dedicated solutions will allow us to build an ambitious and distinctive offering in this space.\u201d<\/em><\/p>\n<p><strong>Eric Bismuth<\/strong><br \/>\nPresident of Montefiore Investment<\/p><\/blockquote>\n<p><strong>An experienced team to drive this new ambition<\/strong><\/p>\n<p>To lead this strategic initiative, Jos\u00e9phine Lor\u00e9al joins Montefiore Investment as Head of Private Wealth. She brings nearly 20 years of experience in asset distribution to wealth management professionals, private banking, and high-net-worth investors. Having held positions at CDC IXIS AM (Natixis IM), Edmond de Rothschild Asset Management, and more recently Apax Partners and Astorg, she joins Montefiore with the mission of designing a bespoke offering that remains true to the firm\u2019s long-term DNA.<\/p>\n<blockquote><p><em>\u201cThe Montefiore team doesn\u2019t just select opportunities \u2014 it shapes them, building relationships based on excellence and trust. We now want to share this unique approach with a discerning private clientele and the wealth professionals who advise them.\u201d<\/em><\/p>\n<p><strong>Jos\u00e9phine Lor\u00e9al<\/strong><br \/>\nHead of Private Wealth<\/p><\/blockquote>\n<p>These new offerings, developed in close partnership with Montefiore\u2019s insurance partners, will be aimed at various wealth management professionals, including private banks, family offices, independent financial advisers, and insurance networks. The solutions will be tailored to different investor profiles and needs, with a focus on long-term horizons. They will offer this new client segment access to alternative strategies built on clear and robust investment theses.[\/vc_column_text][vc_row_inner column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; top_padding=&#8221;30&#8243; text_align=&#8221;left&#8221; row_position=&#8221;default&#8221; row_position_tablet=&#8221;inherit&#8221; row_position_phone=&#8221;inherit&#8221; overflow=&#8221;visible&#8221; pointer_events=&#8221;all&#8221;][vc_column_inner column_padding=&#8221;padding-4-percent&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;1px&#8221; column_border_color=&#8221;#9e1b0d&#8221; column_border_style=&#8221;solid&#8221; column_padding_type=&#8221;default&#8221; gradient_type=&#8221;default&#8221;][vc_column_text]About Montefiore Investment<\/p>\n<p>Created in 2005, Montefiore Investment is the reference Private Equity firm dedicated to service SMEs and mid-market companies. With a team of 70 employees, and relying on its sector expertise and know-how, the company successfully supports companies in their growth and development projects. Montefiore Investment has demonstrated its ability to transform SMEs and midcap companies into true European champions. Its performance has enabled it to establish itself as a key player in mid-market private equity. Based in Paris and Milan, Montefiore Investment currently manages \u20ac5 billion equity and invests ticket sizes ranging from \u20ac20 million to \u20ac200 million in order to finance sustainable and profitable growth for its portfolio companies. Since 2021, Montefiore has also been a shareholder and strategic partner of Starquest, a management company dedicated to investments in innovative companies with a strong environmental impact (GreenTech).[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; constrain_group_2=&#8221;yes&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221; gradient_type=&#8221;default&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; sticky_content=&#8221;true&#8221;&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[111],"tags":[],"class_list":{"0":"post-11677","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-press-release"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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