Mobilis Gestion

Mobilis Gestion is a French asset management company and family office, established in 1989. The firm operates across a broad spectrum of international financial markets, offering services in direct management, multi-management, discretionary management, and advisory. Their investment universe encompasses various asset classes including equities, hedge funds, bonds, money markets, derivatives, currencies, and commodities, reflecting a diversified and flexible approach to investment.

Founded on December 28, 1988, and officially approved by the Autorité des Marchés Financiers (AMF) on December 31, 1997, Mobilis Gestion was created with a commitment to delivering independent and excellent service to its investors. This independence is a cornerstone of their philosophy, granting them complete freedom in making allocation and investment decisions for both the mandates entrusted to them and the management of their proprietary funds.

While Mobilis Gestion manages several funds, such as CGEST, CFlex, CAVA CT, and CAVA OBLIG, specific notable investments or portfolio companies are not publicly detailed. The firm's strategy emphasizes optimizing diversified and flexible asset allocation across various asset classes and geographical regions, aiming to achieve positive performance for its clients.

The management team at Mobilis Gestion brings a wealth of experience to the firm. Charles THEVENIN serves as Director General and Fixed Income Manager, with previous roles at Deloitte and Barclays AM. Loïc SANDER, Director of Management and Multi-Asset Manager, has over two decades of experience in allocation and managing diversified mandates, including a tenure with the Mulliez family office. Gaëtan BECQUE is the Risk Manager, and Raphaël LORENZ, a Chartered Financial Analyst (CFA), acts as a Portfolio Manager, leveraging over 12 years of experience from BNP Paribas in structured multi-asset funds. The operational backbone is supported by Loetitia WALD, the Back Office Manager, and Rachel DEMOREST, the Operations Manager.