Asset management companies: increase your visibility and generate leads

Increase the visibility of your asset management company and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Updated in October 2026 — Editorial team Les Experts du Patrimoine

Increase the visibility of your asset management company and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Investors, advisers and partners want to understand your investment philosophy, investment universes and the audiences your solutions serve. An institutional profile helps present your company within the wealth management ecosystem.

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Make your approach known to investors and partners

Your visibility goes beyond a fund’s reputation. Present your team, investment philosophy and areas of activity. Specify which profiles can access your services or solutions to guide visitors, particularly when distribution takes place through partners.

• Investment philosophy and team organisation.
• Asset classes and investment universes.
• Target clients and distribution channels.
• Investor services and partner relations.

Distinguish investor enquiries from partnership requests

An enquiry may come from an individual wanting to understand your offering, a wealth adviser looking for a contact or a professional considering a distribution relationship. Your profile clarifies these entry points. Contact enquiries remain separate from subscriptions and the checks required to access products.

SEO and GEO: visibility beyond the directory

Your firm’s search visibility starts with a useful description: whom you support, where you operate and how you work.

SEO: making your business easier to find

Search engine optimisation aims to make pages easier for search engines to crawl and understand. Les Experts du Patrimoine work on site structure, metadata, internal linking and structured data. Your profile becomes part of a set of pages devoted to professionals, their areas of expertise and their locations.

GEO: information usable by AI-powered search engines

People also use assistants and search engines incorporating artificial intelligence. GEO involves improving the clarity and structure of information so these systems can understand it more easily. A consistent presentation of your business supports this work, without guaranteeing a ranking, a citation or a volume of enquiries.

Generate leads through contact enquiries

Your profile gives visitors reference points to assess whether your asset management company matches their search. With the Pro and Premium plans, you activate contact features and contact-detail requests without a plan-based limit. A lead is an opportunity for a conversation: you then check the need, timing and fit with your services. No number of enquiries or new clients is guaranteed.

Measure results in your professional account

The statistics tools in your private account track visits to your profile, contact-detail requests and clicks on your phone number, email or website when these details are accessible.

These indicators help you understand interest in your asset management company and adjust its presentation. Visits and clicks measure activity; following up on conversations then helps assess genuine opportunities.

An additional entry point alongside your website and network

Already have a website? Your profile can help visitors who do not yet know you discover your organisation. It complements referrals and your local presence. The directory can be consulted in French, English, Spanish, German and Italian; the languages actually spoken by your team should be listed on your profile.

Discover professionals already listed in the directory

View asset management companies already listed in the directory

Wealth planning projects also involve other professions. Discover wealth advisers and financial investment advisers to better understand your business’s place in this ecosystem.

Frequently asked questions

Is a lead for an asset management company a subscription?

No. It is an enquiry from an investor or potential partner. Distribution, eligibility and any subscription are then subject to the applicable procedures. The company presentation does not replace regulatory product documentation.

Do I need a website to create a profile?

No. You can present your organisation in the directory with or without a website. If you already have one, your profile provides an additional route to your business.

Is creating a profile free?

You can start with a free Starter profile. The Pro and Premium plans activate contact features. Your choice depends on the services you want to use.

Create your profile and grow your contact opportunities

Present your asset management company, enhance your profile and choose the plan suited to your visibility and lead generation goals. Complete, accurate and up-to-date information helps visitors understand your support.

Create my professional account and add my company