Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection, and long-term wealth preservation strategies.
For investment managers, identifying the right bank trust relationships (especially across international markets) can be complex. These firms often operate behind the scenes, with limited public visibility. Dakota Marketplace helps simplify the search by offering verified data, allocator context, and direct contact information, all in one place.
In this article, we are giving you a list of the top 10 bank trusts in France. To see the full list, you can view it in Dakota Marketplace.
AUM: $2.67T
Metro: Paris
BNP Paribas is a Bank headquartered at 16 Boulevard Des Italiens, Paris. The international financial services and banking group was formed in 2000 through the merger of Banque Nationale de Paris and Paribas. With a presence in over 60 countries, BNP Paribas operates a diverse range of services, including BNP Paribas Wealth Management managing assets worth $500 billion.
BNP Paribas boasts an impressive AUM of $2.67 trillion. The Investment & Protection Services division oversees a substantial portfolio, which includes BNP Paribas Asset Management offering more than 300 funds. The firm’s wealth management arm collaborates with external managers in addition to its internal strategies, providing a comprehensive approach to asset management. The metro area of operation for BNP Paribas is Paris.
AUM: $1.46T
Metro: Paris
Societe Generale Bank is a Bank headquartered at 29 Boulevard Haussmann, Paris, operating within the Paris metro area. As one of the largest banks in France and Europe, Societe Generale offers a range of banking services including retail, investment, and private banking.
Societe Generale Bank manages an AUM of $1.46 trillion. The bank’s global presence extends beyond Paris, providing banking services internationally. While specific platform and opportunity details are not provided, Societe Generale’s significant AUM underscores its substantial presence in the financial services sector.
AUM: $1.449T
Metro: Paris
Groupe BPCE operates as a Bank and is headquartered at 50 Avenue Pierre Mendès France, Paris, Île-de-France. The organization is recognized as one of Europe’s largest banking groups, providing an extensive range of financial services including retail and corporate banking, insurance, and asset management. Groupe BPCE is situated within the Paris metro area and serves a diverse clientele across various sectors.
The firm manages an AUM of €1.4487 trillion, reflecting its significant role as a major allocator of client assets. Through its banking and asset management divisions, Groupe BPCE delivers investment solutions that encompass equities, fixed income, private markets, and multi-asset strategies, catering to institutional clients, corporates, and private investors.
4. Union De Banques Arabes Et Francaises
AUM: $820B
Metro: Paris
Union De Banques Arabes Et Francaises operates as a Bank, with its headquarters located at 2, Avenue Gambetta, Courbevoie. The institution is associated with the Paris metro area. Established in 1970, UBAF focuses on facilitating and securing international trade flows between Europe, Asia, the Arab world, and Africa, supported by a consortium of banks and financial institutions from 19 countries.
UBAF manages an AUM of $820 billion, leveraging over five decades of expertise in trade finance. The bank’s mission emphasizes securing and funding international trade, particularly in emerging markets, while utilizing a comprehensive global network to support cross-border corporate and banking clients.
5. Caisse des Depots – Banque des Territoires
AUM: $335.6B
Metro: Paris
Caisse des Dépôts – Banque des Territoires operates as a Bank and is headquartered at 72 avenue Pierre Mendès France, Paris, within the Paris metro area. Established in 2018, it serves as the territorial-development arm of France’s public financial group, Caisse des Dépôts (CDC). The institution provides loans, equity investments, advisory services, and banking services to local authorities, social-housing bodies, public operators, and SMEs, with a focus on enhancing social and territorial cohesion as well as facilitating the ecological transition.
The organization manages an AUM of €335.6 billion. In 2024, it recorded €28.5 billion in loans, primarily directed towards affordable housing and green projects. The platform emphasizes a nationwide coverage model through its 16 regional directorates and approximately 35 local offices, delivering solutions that support local infrastructure, mobility, and public-service enhancements. Additionally, it engages in a co-financing model that combines territorial engineering with loans and minority equity investments in renewable energy projects, financing over 2,000 generation assets with an installed capacity of around 8.9 GW to date.
AUM: $325.8B
Metro: Paris
Natixis Wealth Management operates as a Bank specializing in tailored wealth management solutions. Its headquarters are located at 115 Rue Montmartre, Paris, and it is associated with the Paris metro area. The firm is a subsidiary of Groupe BPCE and focuses on providing comprehensive financial strategies, including life insurance, private equity, and discretionary portfolio management, to entrepreneurs, executives, and families.
Natixis Wealth Management manages a significant AUM of $325.8 billion. This extensive financial scope reflects the firm’s commitment to long-term financial strategies and succession planning for its diverse clientele.
AUM: $64.16B
Metro: Paris
Crédit Mutuel Arkéa operates as a Bank, specifically within the banking sector. The organization is headquartered at 1 rue Louis Lichou, Le Relecq-Kerhuon, Brittany, and is associated with the Paris metro area. It functions as a cooperative banking and insurance group, offering a diverse range of services across banking, insurance, real estate, and connected solutions, while emphasizing a mission-driven approach that combines financial strength with sustainability to support communities and customers throughout France and Europe.
Crédit Mutuel Arkéa reports total assets under management (AUM) of €64.16 billion. The organization structures its expertise around strategic sectoral hubs, including maritime, real estate, and wines & spirits, while also providing comprehensive financial services. This dual model allows the firm to blend targeted specialization with a wide array of banking and insurance offerings.
AUM: $41.5B
Metro: Paris
Bpifrance Financement is a Bank that operates as a Public Investment Bank. The organization is situated at 27-31 Av. du Général Leclerc, Maisons-Alfort and is affiliated with the Paris metro area. Bpifrance supports companies across various stages, providing financing and investment solutions tailored to each phase of a company’s lifecycle. The organization manages a total AUM of $41.5B. Bpifrance acts as a key financial partner, assisting companies from seed funding to stock market listings, offering a range of financial services from credit to equity. With a focus on regional presence, Bpifrance serves as a privileged interlocutor, ensuring companies have access to appropriate financing or investment options aligned with their specific growth needs.
9. Caisse Regionale de Credit Agricole Mutuel de Champagne-Bourgogne
AUM: $23.54B
Metro: Paris
Caisse Regionale de Credit Agricole Mutuel de Champagne-Bourgogne operates as a Bank, providing a comprehensive suite of retail, private banking, and business banking services. Headquartered at 269 Faubourg Croncels, Troyes, Grand Est, the bank serves the Champagne and Burgundy regions and is associated with the Paris metro area. With approximately 1,740 employees and 137 branches, it caters to over 610,000 clients and 292,000 member-owners, reflecting its cooperative structure and local engagement.
The bank manages an AUM of €23.54B. It emphasizes a model of tailored portfolio construction within private banking, leveraging group shelves rather than an in-house alternatives product lineup. Additionally, it actively supports local economic development through initiatives such as CACB Invest, which allocates €250 million to finance regional projects, showcasing its commitment to cooperative governance and community investment.
10. Crédit Agricole Normandie
AUM: $23.37B
Metro: Paris
Crédit Agricole Normandie operates as a Bank, affiliated with the national Crédit Agricole Group. The bank is located at 15 esplanade Brillaud-de-Laujardière, CS 25014, Caen, and serves the Paris metro area. It offers a comprehensive range of financial services to individuals, professionals, and businesses in the Normandy-Seine region through an extensive network of local agencies.
The institution reports total AUM of €23.37 billion. It employs over 2,100 professionals and serves more than 757,000 clients. Crédit Agricole Normandie is dedicated to providing banking, lending, and investment services while emphasizing sustainable development and social responsibility in its operations.
To view more bank trusts in France or other countries, book a demo of Dakota Marketplace.
