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AG2R LA MONDIALE Épargne patrimoniale's Overview

Total employees203
HeadquartersParis
Founded1989

AG2R LA MONDIALE Épargne Patrimoniale represents the savings and wealth management arm of AG2R LA MONDIALE, one of France's foremost social protection and patrimonial groups. It provides a wide array of financial solutions including life insurance, retirement savings plans (such as PER - Plan d'Épargne Retraite), investment products, and personalized wealth management advice. Catering to individuals, professionals, and businesses, AG2R LA MONDIALE Épargne Patrimoniale focuses on helping clients build, manage, and transmit their wealth effectively, aligning with their long-term financial goals and risk profiles. The services are backed by the stability and expertise of the larger AG2R LA MONDIALE group, known for its mutualist values and commitment to sustainable development.

Where is AG2R LA MONDIALE Épargne patrimoniale's Headquarters?

AG2R LA MONDIALE Épargne patrimoniale officeAG2R LA MONDIALE Épargne patrimoniale officeAG2R LA MONDIALE Épargne patrimoniale officeAG2R LA MONDIALE Épargne patrimoniale office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as a central hub for strategic decision-making, administration, and management of the group's diverse activities, including its savings and wealth management (Épargne Patrimoniale) offerings. Key functions include product development, investment strategy, client services oversight, and marketing.

Notable Features:

Located in a prestigious area of Paris, reflecting the group's status. The building likely features modern office facilities designed to support a collaborative and efficient work environment for its financial and insurance operations.

Work Culture:

Professional, client-centric, and driven by mutualist values of solidarity and long-term commitment. Emphasis on expertise, responsible investment, and providing tailored advice to clients. Collaborative environment fostering innovation in financial products and services.

HQ Significance:

This Paris headquarters is significant as it places AG2R LA MONDIALE at the heart of France's financial center, facilitating interactions with key market players and regulatory bodies. It underscores the group's national reach and importance in the French insurance and savings landscape.

Values Reflected in HQ: The headquarters' operations aim to reflect the group's core values: solidarity, performance, proximity to clients, and responsibility. The management of Épargne Patrimoniale from this center emphasizes trust and long-term financial well-being for its members and clients.

Location:

AG2R LA MONDIALE Épargne Patrimoniale primarily operates within France, serving the domestic market. While the group focuses on the French territory, it may offer solutions for French expatriates or have partnerships that extend some services internationally. However, its core savings and wealth management activities are deeply rooted in the French regulatory and economic environment.

Street Address:

104-110 Boulevard Haussmann

City:

Paris

State/Province:

Île-de-France

Country:

France

AG2R LA MONDIALE Épargne patrimoniale's Global Presence

Mons-en-Barœul, Hauts-de-France/France

Address: 32 Avenue Emile Zola, 59370 Mons-en-Barœul

Serves as a significant operational hub for Northern France and contributes to national operations, including client services, claims management, and product administration for savings and wealth products.

Nationwide, France

Address: Numerous regional directorates and local agencies across all French regions.

To deliver localized client service, financial advice, and product distribution, ensuring accessibility and tailored support for savings and wealth management needs across different regions of France.

Buying Intent Signals for AG2R LA MONDIALE Épargne patrimoniale

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AG2R LA MONDIALE Épargne patrimoniale

As of April 2025, AG2R LA MONDIALE Épargne patrimoniale' leadership includes:

Bruno Angles - Directeur Général (CEO)
Benoit Courmont - Directeur des Investissements (Chief Investment Officer)
Isabelle Hébert - Directrice Assurance de Personnes et Services de Santé (Director of Personal Insurance and Health Services)
David Giblas - Directeur Épargne et Clients Patrimoniaux (Director Savings and Wealth Clients)
Anne-Sophie Grave - Directrice des investissements et des placements immobiliers (Director of Investments and Real Estate Investments)

Investors of AG2R LA MONDIALE Épargne patrimoniale

AG2R LA MONDIALE Épargne patrimoniale has been backed by several prominent investors over the years, including:

AG2R LA MONDIALE is a mutual insurance group (société de groupe d’assurance mutuelle). As such, it is owned by its policyholders/members rather than by traditional shareholders or external investors. Its financial strength is built upon its operational results and member contributions.

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

In the last 12 months, AG2R LA MONDIALE has seen key appointments strengthening its investment and client-facing divisions, pertinent to its Épargne Patrimoniale activities. No major widely publicized departures at the top executive (Comex) level have been noted.

New Appointments:

Benoit Courmont, Benoit Courmont was appointed as Chief Investment Officer, a crucial role for the group's savings and wealth management strategies.
David Giblas, David Giblas was appointed Director Savings and Wealth Clients, directly overseeing the Épargne Patrimoniale segment.

Technology (Tech Stack) used by AG2R LA MONDIALE Épargne patrimoniale

Discover the tools AG2R LA MONDIALE Épargne patrimoniale uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AG2R LA MONDIALE Épargne patrimoniale Email Formats and Examples

AG2R LA MONDIALE typically uses a standard corporate email format based on employee names. The most common format is [first_initial][last_name] or [first_name].[last_name] followed by @ag2rlamondiale.fr.

[first_initial][last_name]@ag2rlamondiale.fr or [first_name].[last_name]@ag2rlamondiale.fr

Format

jdupont@ag2rlamondiale.fr or jean.dupont@ag2rlamondiale.fr

Example

80%

Success rate

News and media

AG2R LA MONDIALE NewsroomMarch 28, 2024

AG2R LA MONDIALE: 2023 Annual Results: Solid performance and strengthened fundamentals

AG2R LA MONDIALE announced its annual results for 2023, highlighting a net result of €203 million and a turnover of €11.2 billion. The group emphasized its strong solvency ratio and continued commitment to its members, particularly in supplementary retirement and health insurance....more

L'AgefiJanuary 15, 2024

Benoit Courmont appointed Chief Investment Officer of AG2R La Mondiale

Benoit Courmont joined AG2R La Mondiale as Director of Investments, taking over from Philippe DesPRES. This appointment is significant for the group's €130 billion asset management and investment strategy, directly impacting its savings and wealth management offerings....more

News Assurances ProFebruary 20, 2024

AG2R La Mondiale finalizes the acquisition of a portfolio from Mutuelle Ociane Matmut

AG2R La Mondiale completed the acquisition of a health and provident insurance portfolio from Mutuelle Ociane Matmut, strengthening its position in these sectors. This move aligns with its strategy to grow its core insurance businesses....more

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