Palatine Asset Management SA

Palatine Asset Management SA is a French asset management firm specializing in private equity and real estate investments. The firm focuses on providing tailored investment solutions to meet the needs of its clients, including individual investors, institutional investors, and family offices. Palatine Asset Management is a 100% subsidiary of Banque Palatine, a bank committed to supporting mid-cap companies and their managers. The firm manages approximately €5.5 billion in assets as of June 30, 2023.

The firm's investment strategy emphasizes sustainable and responsible investing, integrating Environmental, Social, and Governance (ESG) criteria into all its funds. Palatine Asset Management offers a range of funds, including equity, bond, money market, and absolute return funds, all adhering to ESG principles. The firm is a signatory of the United Nations Principles for Responsible Investment and is a member of the French Asset Management Association's Responsible Investment Commission. Its equity funds focusing on France and Europe have been awarded the French government's SRI label.

Palatine Asset Management's portfolio includes investments in various sectors such as energy, technology, healthcare, consumer goods, telecommunications, media, transportation, utilities, retail, manufacturing, pharmaceuticals, automotive, and agriculture. The firm primarily invests in growth and buyout stages, with investment sizes ranging from €1 million to €50 million. Its geographical focus includes France, the United States, and Spain. The firm's commitment to sustainable employment in France and Europe is reflected in its investment approach, aiming to promote companies that have implemented virtuous employment policies.