Montefiore Investment, a leading private equity firm specialising in small and mid-sized service businesses, is taking a further step in the development of its private investor business with the appointment of Sébastien Nantas as Head of Marketing – Private Wealth. This newly created role is part of Montefiore’s Private Wealth strategy, led by Joséphine Loréal, which aims to open up access to leading private market investments for private investors within a rigorous and responsible framework.
Montefiore Private Wealth: a clear strategic ambition
In a market where access for individual investors remains limited, Montefiore aims to bridge this gap by offering solutions tailored to long-term wealth management objectives, in partnership with a network of wealth management and private banking professionals. The objective is to better align private savings with the underlying drivers of economic growth through proven investment strategies and high-quality investor education.
“Our ambition is clear: we want to offer private investors differentiated and sustainable access to private equity, with a level of service comparable to what Montefiore has been providing to institutional investors for more than 20 years. Sébastien’s arrival will enable us to scale this approach and accelerate our roadmap, developing suitable investment vehicles and delivering exemplary investor education alongside our distribution partners.”
Joséphine Loréal – Head of Private Wealth
With more than 20 years of experience in marketing and communications at leading investment firms, including Candriam, Tikehau Capital, Edmond de Rothschild AM and Amundi, Sébastien brings recognised expertise in strategic positioning, product launches and content development.
“Joining Montefiore to build an outstanding and accessible Private Wealth offering is a tremendous opportunity. Our ambition is to work hand in hand with our partners to develop sustainable solutions that meet investors’ expectations while remaining true to Montefiore’s entrepreneurial DNA.”
Sébastien Nantas – Head of Marketing – Private Wealth
Solutions tailored to private investors and their wealth management and private banking partners
Montefiore’s Private Wealth platform aims to offer investment vehicles tailored to the needs of private clients, including Evergreen funds and ELTIF 2.0 structures, while maintaining the quality of its underlying investments and the rigorous selection process that define Montefiore. Products will be distributed through private banks, life insurance companies, family offices and independent wealth advisers, supported by dedicated services and educational resources to deliver an optimal investment experience.
About Montefiore Investment
Founded in 2005, Montefiore Investment is a leading investor in French small and mid-sized service businesses. With a team of more than 70 professionals, the firm leverages its sector expertise and investment know-how to successfully support companies in their growth and development projects.
Montefiore Investment has demonstrated its ability to transform small and mid-sized businesses into leading European players. Its track record has established the firm as a key reference in the French mid-market private equity sector.
Based in Paris and Milan, Montefiore Investment currently manages €5 billion in assets and invests between €20 million and €200 million in equity to support the sustainable and profitable growth of its portfolio companies.
Since 2021, Montefiore has also been a shareholder and strategic partner of Starquest, an investment management firm dedicated to innovative companies with a significant environmental impact (Greentech).
