Management trust bandeau

Management trust

This kind of trust aims at transferring assets to the trustee, whose mission will be the management of these assets on behalf of the settlor or a third beneficiary party. The goal of this operation is to have the assets managed by a third independent party in order to preserve it in accordance with the provisions of the contract.

Applications of the management trust:

  • Operational restructuring : conservation of assets dedicated to the job saving plan (PSE) and execution of the plan in the interest of the beneficiaries.
    An Equitis Operation: selling of La Redoute by Kering
  • Financial restructuring : LBO trust and share rights management trust.
    An Equitis Operation: Belvédère
  • Project Financing: management of the trust assets composed with the financed assets and debt, and distribution of the income/cash flow proceeding from the financed assets (lease payment, dividend, debt obligation etc…).
  • Share management: externalisation of the management of shares as well as publicly or non-publicly traded shares portfolio.
    Two Equitis operations: GFI (Apax Partners); Gemalto
  • Management of real estate portfolio: externalisation of management of real estate portfolio and cash flow, monitoring of assets and property managers, control of the selling/realisation of financed real estate assets.
    An Equitis operation: Rive Defense tower
  • Management of third parties’ accounts: conservation of sums belonging to online players for online gambling operators a required by the French online gambling authority.
    Equitis operations: Winamax ; Betclic, Française des Jeux etc.