Cohen Brothers Financial Services was founded by two brothers with a shared passion for finance, gained through over 40 years of directly relevant experience between them. Both have held top-level positions at leading Anglo-Saxon and French investment banks in London and Paris, one with specialist Asset Management expertise and the other with a Mergers & Acquisitions background.

Within the framework of an independent boutique, Robert and André Cohen are able to pool their complementary knowledge and experience sets in Asset Management and M&A to provide genuine value-adding services to the European Asset Management industry, from European cross border capital transactions to investment outsourcing and distribution development initiatives.

Client benefits include direct access to the founders’ financial expertise in Asset Management and M&A, to their thorough understanding of local markets, and to their extraordinarily deep and extensive network of contacts spreading right across the European marketplace.

Cohen Brothers Financial Services is founded upon a robust core of professional values and offers genuine – and much valued – independence and autonomy from the major banking groups and distribution networks.


M&A Advisory and Corporate Finance Services

Cohen Brothers Financial Services develops bespoke solutions for their clients, be they directors of blue chip financial service companies or entrepreneurial/family owners of independent businesses. Our solutions draw upon the founders’ unique combined skill base in capital transactions (including initiation, conduct and techniques) and asset management industry expertise in France, French-speaking countries and generally within Europe. This combined breadth and depth of expertise is a very scarce capability in the market.

Outsourcing of fund and investment services distribution

Cohen Brothers Financial Services is expertly positioned to manage the search process for outsourcing and sub-advisory contracts, a service we offer to leading asset management companies throughout the world that are seeking to enter the French or French speaking markets in Europe in a low risk, low capital manner through outsourced sales and marketing functions provided within the framework of exclusive distribution agreements.


Client Segments

In M&A

Cohen Brothers Financial Services caters primarily to large overseas financial services groups, and particularly those that are less well established within Continental European local markets, for private or listed transactions typically between €5 million and €500 million.

In Asset Management

Cohen Brothers Financial Services specialises in the institutional investor and professional distributor client segments, but also caters to regulatory bodies, professional organizations, press and consultants relevant to such segments. We are not involved in direct sales to individuals, whether high net worth or mass affluent.

For clarity, institutional investors refers to pension and benefits companies, charities, reserve and pension funds, the major multi-national companies headquartered in France (public and state-owned), national and regional banks, as well as insurances companies for balance sheet and technical provisions.

Fund distributors refers to private banks, insurers (for fund of funds and unit-linked contracts), multi-managers, online brokers, IFAs and banks involved in direct distribution.