Clients

Sloane advises publicly and privately held companies, regulated institutions in the banking, insurance, and financial markets sectors, as well as their intermediaries; family-owned groups; nonprofit organizations (foundations, associations); corporate governance bodies; and executives.

Our practice is selective, tailored, and designed to support complex long-term trajectories, adapting to the decision-making processes, shareholder balances, and governance structures specific to each type of client.

We tailor our methods, pace, and deliverables to the realities of each organization: the board of directors of a publicly traded group, the executive committee, senior management, founders and investors of a startup, executives of a regulated institution, and so on.

The firm assists groups listed on Euronext or on foreign markets, family-owned groups, wealth management holding companies, startups and scale-ups, fast-growing SMEs, mid-sized companies, and subsidiaries of international groups in structuring their governance, executive and employee compensation plans, relations with regulatory authorities, and crisis management.

We tailor our approach to the specific challenges of each structure: governance of listed companies subject to increased transparency, family dynamics within wealth management groups, fund requirements in the context of LBOs, and the balance between financial investors and founders in startups and scale-ups.

• • CAC 40 and SBF 120
• • Family-owned groups, wealth management holding companies, and family offices
• • Companies under LBO and those controlled by private equity funds
• • Start-ups, scale-ups, SMEs/mid-cap companies
• • French subsidiaries/branches of international groups

Our attorneys primarily advise regulated entities in the banking, insurance, and financial markets sectors, including banking groups, payment service providers, portfolio management companies (PMCs), investment funds, fintechs/insurtechs, and asset managers. The firm also advises insurance companies, mutual insurance companies, and supplementary pension and retirement institutions.

We integrate the governance specific to regulated institutions (boards of directors, risk committees, audit committees, key functions, internal control) and the expectations of regulators into our approach to best align strategy, compliance, and risk management.

• • Commercial banks, corporate and investment banks, private banks
• • Financial companies and specialized credit institutions
• • Investment firms
• • Portfolio management companies
• • Insurance companies, mutual insurance companies, and supplementary pension and retirement institutions
• • Payment and electronic money institutions
• • Fintechs, insurtechs, and Digital Asset Service Provider (DASPs)

Sloane advises associations, foundations, endowment funds, and nonprofit organizations on governance structuring, the definition of delegations of authority, compliance with statutory and regulatory obligations, the management of institutional partnerships, and the prevention of directors’ liability risks.

We consider the specific nature of their governance structures (volunteer boards of directors, scientific committees, patrons, public or private partners) and their funding constraints to propose operational, sustainable solutions that align with their public interest mission.

• • Associations
• • Foundations
• • Endowment Funds

Sloane assists financial investment advisors, brokers, platforms, and distributors in structuring their business models, ensuring the compliance of their contractual and commercial arrangements, and managing their relationships with partners and regulators.

We tailor our recommendations to the distribution channels and compensation structures specific to each actor (networks, platforms, wholesale brokers, marketplaces), while taking into account the constraints of product governance, the duty to advise, and client protection (or consumer protection).

• • nsurance brokers
• • Intermediary in Banking Operations and Payment Services (IBOSP)
• • inancial investment advisors and investment platforms
• • rowdfunding platforms and digital distribution providers
• • istributors and agents

Sloane works with boards of directors, specialized committees (audit, compensation, nominations), supervisory boards, and executive committees to help organize, streamline, and ensure the security of their operations. The firm also assists board chairs and secretaries in drafting bylaws and governance charters.

Our services are designed to align with the specific balance of each governance structure: the distribution of roles between the board and senior management, coordination with committees, the expectations of shareholders (the State, funds, families, institutional investors), and the requirements of regulatory authorities or the markets.

Sloane advises executives on all matters related to the exercise of their corporate mandate, compensation, and liability. The firm provides support both beforehand, in negotiating and securing executives’ employment status and compensation, and afterward, in the event of litigation, dismissal, or an investigation by regulatory authorities.

We work with executive officers, independent directors, committee members, subsidiary executives, startup founders, and family business managers, taking into account in each case their position within corporate bodies, the group’s governance structure, and the expectations of various stakeholders (shareholders, the State, investment funds, regulators, and employees).