Exclusive Partners

Exclusive Partners

The firm received its Prestataire de Services d’Investissement (PSI) authorization on 15 January 2010, operating since then as a dedicated intermediary for the selection and commercialization of high-value-added investment solutions. Its client base includes institutional investors, private banks, family offices and independent wealth advisors across France. The company is wholly owned by EXP Holding, which is itself 80% controlled by Exclusive Partners’ executives, employees and tied agents — a structure that embeds economic participation deeply within the operating team. The firm’s core activity is sourcing and distributing investment products developed by external asset managers, rather than constructing discretionary portfolios in-house. Offerings target institutional investors, corporates, private banks and family offices through a curated platform of funds and structured solutions. The firm integrates ESG criteria into its due-diligence process on analyzed products and, in a separate commitment, engaged the consultancy EcoAct to measure its carbon footprint annually and offset emissions through certified sustainable-development projects. Team size, assets under management and total platform deployment are not publicly disclosed. The ownership structure concentrates control with the operating partners while remaining housed under the holding entity EXP Holding. No adjacent philanthropic vehicles or club memberships have been publicly identified. The firm has not publicized a named CEO or CIO in available materials. Exclusive Partners’ distinction lies in its regulatory standing and distribution-only mandate. As a licensed PSI — a status more commonly associated with broker-dealers and execution venues — the firm acts as a gatekeeper that vets and places third-party funds rather than manufacturing its own products, a model that shifts the investment-risk equation from balance-sheet management to product-selection rigor.