Montefiore Investment accelerates the development of its private investor offering and strengthens its organisation

Montefiore Investment, a leading investment firm working with SMEs and mid caps in Europe’s services industry, has announced the expansion of its offering aimed at private investors and the creation of a dedicated “Private Wealth” division, headed by Joséphine Loréal. This initiative marks a new milestone in Montefiore’s growth, as the firm celebrates its 20th anniversary and at a time when access to private markets is opening up to a broader audience.

Bringing Montefiore’s performance to private investors

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.

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&B Hotels, Asmodee, Interflora, and European Digital Group. On average, portfolio companies grow from an annual growth rate of 8% prior to Montefiore’s investment to 26% annually during the partnership period. This philosophy strongly resonates with private investors looking for discernment, meaning, and long-term performance.

For several years now, wealth management professionals have expressed a strong interest in Montefiore Investment’s strategies and performance, and a desire for broader access. This initiative is designed to meet those expectations.

“We have unique strengths that will enable us to grow further in the Private Wealth market. The arrival of Joséphine Loréal and the development of dedicated solutions will allow us to build an ambitious and distinctive offering in this space.”

Eric Bismuth
President of Montefiore Investment

An experienced team to drive this new ambition

To lead this strategic initiative, Joséphine Loréal 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’s long-term DNA.

“The Montefiore team doesn’t just select opportunities — 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.”

Joséphine Loréal
Head of Private Wealth

These new offerings, developed in close partnership with Montefiore’s 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.