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.
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.
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.
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.
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.
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.
104-110 Boulevard Haussmann
Paris
Île-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.
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.
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As of April 2025, AG2R LA MONDIALE Épargne patrimoniale' leadership includes:
AG2R LA MONDIALE Épargne patrimoniale has been backed by several prominent investors over the years, including:
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.
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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
AG2R LA MONDIALE Newsroom • March 28, 2024
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'Agefi • January 15, 2024
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 Pro • February 20, 2024
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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