# Herez Herez is a Bank / Wealth / Trust based in Paris, France. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Paris, France - **Region:** Europe - **Address:** Paris, France - **Founded:** 1995 - **Assets under management:** Undisclosed - **Website:** herez.fr - **LinkedIn:** https://www.linkedin.com/company/herez ## Regulatory record - **Reports private funds:** No ## About Herez was founded in 1995 in Paris. The firm has built its practice around three integrated lines: discretionary portfolio management, broader wealth-management advisory, and family-office services. Its independence from large banking groups shapes its client proposition — families and entrepreneurs work directly with the investment team rather than through a layered private-banking distribution model. The firm's longevity, spanning nearly three decades, places it among the established independent wealth managers in the French market. The firm's investment approach rests on liquid-asset portfolio construction, drawing on global equities, fixed income, and diversified fund allocations. As an asset manager, Herez constructs concentrated portfolios tailored to individual family balance sheets rather than operating a single pooled fund. This direct-mandate structure gives each client family a distinct investment-policy statement and bespoke asset mix. Coverage spans European and North American developed markets, with tactical allocations to emerging markets and alternatives accessed primarily through external fund managers. The firm's posture emphasizes capital preservation alongside growth, a throughline in French private-wealth management where tax and estate-planning considerations often shape the investment perimeter. Herez operates from its sole office in Paris. Team size, total assets under management, and deployment figures are not publicly disclosed. The firm's deliberate opacity — common among independent French wealth managers that serve concentrated, long-tenure client bases — means that scale must be inferred from its thirty-year operational history and Paris headquarters. The firm has not announced launches of adjacent vehicles, philanthropic foundations, or specialized real-asset arms through public channels. In the absence of public reporting, its growth trajectory appears to come from organic client referrals rather than institutional fundraising cycles, a pattern typical of European multi-family offices that prioritize relationship density over asset-gathering. Herez's structural differentiator is its independence. Unlike many French wealth managers that operate as subsidiaries of bancassurance groups — a model where product shelves often steer clients toward in-house funds — Herez has no proprietary product factory. This open-architecture posture allows the firm to select external managers and strategies without a principal-agent conflict. ## Questions ### How does Herez's independence affect its investment offering? Because Herez is not owned by a large banking or insurance group, it operates on an open-architecture basis — the firm selects external funds and strategies without an incentive to allocate to in-house products. This structural independence means client portfolios are built from the full universe of available managers rather than a restricted product shelf. The trade-off, common to independent boutiques, is that the firm's research and operational resources are smaller than those of a large private bank. ### Does Herez manage pooled funds or only segregated accounts? Herez structures mandates as segregated portfolios tailored to each client family. The firm does not publicly offer a proprietary range of pooled funds or UCITS vehicles. This direct-mandate model is standard among independent French multi-family offices that prioritize customization over asset-gathering through fund distribution platforms. ### What types of clients does Herez typically serve? Herez serves entrepreneurs, wealthy families, and family groups who require integrated wealth management combining investment portfolios with broader financial and estate planning. The firm's Paris location and French-language posture suggest a predominantly domestic client base, though some French wealth managers of this vintage also serve Francophone families in Belgium, Switzerland, and Luxembourg. ## Related profiles - [Herbert J. Sims & Co.](https://altss.com/profile/herbert-j-sims-co-hjs) - [Hergenroeder Financial Advisors](https://altss.com/profile/hergenroeder-financial-advisors) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/herez Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology