Skip to content
Présentation AGAMA



Within Agama, all our staff will be happy to assist you
Meet our team…

Agama Group is a young, dynamic and fast-growing team: some forty people spread over France and Luxembourg, managed by 3 partners in both countries.

Our team assists asset management and financial sector players in the broadest sense of the term, on regulatory and operational aspects taking into account both the development objectives of clients and the expectations of regulators on the French and Luxembourg markets.

Our multi-specialist team is made up of women and men with complementary expertise and professional skills. Every one of us is enriched by his or her exchanges with clients, their service providers, their respective regulators, the link that unites the group’s teams and the values of Agama.



Philippe Levrel


It all started with Deloitte & Associés in Paris. In 1999, Philippe was entrusted with audit engagements of asset management companies and investment products.

He then became Head of Compliance and Internal Control for entrepreneurial management companies from 2004 to 2009 (ACOFI Group and SPGP). In 2010, he launched his own entrepreneurial venture and founded the firm Agama Conseil.


Louis-Grégoire LOGRE

Chief executive

Louis-Grégoire started his career in 2002 with the French financial markets authority (Autorité des Marchés Financiers – AMF) and became Director of the Investment Services division in 2008.

In 2010, he joined a compliance and internal control consulting firm.

With this experience, Louis-Grégoire joins Philippe and Agama Conseil as a partner in 2013.




Jean-Bernard started his career in 2001 at the French financial markets authority (Autorité des Marchés Financiers – AMF) in France, where he developed an expertise in investment strategies.

In 2006, he joined a consulting firm specialising in compliance and internal control for asset managers, before taking on the roles of Risk Manager and Conducting Officer in asset management companies in France and then Luxembourg.

Together with Philippe and Louis-Grégoire, Jean-Bernard founded the Agama office in Luxembourg in 2013.



A set of values that are more necessary than ever to meet the expectations and challenges of our clients with a double ambition: the trust of our clients and the excellence of our employees.


Agama is owned by its partners and employees.


Our teams are continuously trained and have at their disposal the latest technological solutions to provide a service adapted to our clients’ activities.

La valeur d'AGAMA Group
Intégrité et travail d'équipe


An internal ethics and conflict of interest management system has been put in place in accordance with our clients’ standards.


Assignments are carried out in teams, under the supervision of a Manager and a Partner, with a cultural and multidisciplinary diversity, and complementary levels of seniority adapted to the needs and activities of our clients to ensure high value-added support.

Intégrité et travail d'équipe


Les savoir-faires d'AGAMA

Here are the assets that Agama puts forward for consulting and assistance services in regulatory compliance :


Within the framework of our internal control missions, the teams use digital tools that we own, namely the BELT Solutions tool.

Les outils d'AGAMA Groupe
Engagements ESG

ESG commitments

Compliance consulting and internal control are our core business. We look beyond that.

Sustainability is a major concern at Agama. This is why we align ourselves with the interests of our clients and their investors in a responsible approach.

We are committed to contributing to Environmental, Social and Governance (ESG) challenges on a daily basis for our clients who are subject to ESG rules and criteria but also in our own internal operations.

Engagements ESG

Disability & Agama Group

Smiley face

Making vocational training accessible
to people with disabilities

As a consulting and training company,
the human aspect is at the heart of our business.

Prior to training sessions, at the request of our clients,
we take the necessary measures to take into account
and facilitate access to people with disabilities
in collaboration with our clients.

To facilitate access to our professional training courses, we implement the following measures:
– Agama Group is committed respecting confidentiality and neutrality towards training course participants
– The use of Microsoft Teams tool, which includes a subtitling function, during remote training sessions
– The provision of video subtitles for use during training courses
– The organization of disability awareness meetings for all Agama Group employees (consultants, support function, management)

A Disability Referent has been appointed: Emmanuelle Mélon

In order to provide our clients with the best support possible in developing their skills, we have set up a contact address:

Whether you want to make a suggestion, find out more about our training accessibility policy or find the best reasonable accommodation, don’t hesitate to contact us.

If you have a disability and you need financial or human support to follow your training, please see below:

Agama international



Agama Group has forged strategic partnerships to provide a structure and services that meet its clients’ needs :



Illustration de l'outil BELT

L’outil BELT Solutions pour la réalisation, la gestion, le suivi et le pilotage des travaux de conformité et de contrôle interne des prestataires de services d’investissement (PSI), dont des sociétés de gestion de portefeuille (SGP).

BELT permet notamment de :

Définir automatiquement un Plan de contrôle adapté aux agréments du PSI (SGP ou EI), selon ses agréments et les zones de risques opérationnels et réglementaires

Générer des fiches et documents de contrôles normés par thématiques réglementaires applicables au Plan de contrôle validé précédemment

Faciliter les travaux de contrôle et permettre une organisation des tâches au sein d’une équipe plurielle de contrôleurs

Assurer la piste d’audit, la traçabilité et la sécurisation des travaux

Générer les rapports de contrôle adaptables et destinés au RCCI, aux dirigeants, actionnaires, tiers ou investisseurs

Actualiser régulièrement les outils de contrôles aux évolutions des agréments de la société, de la réglementation applicable, de la jurisprudence et des bonnes pratiques appliquées sur le marché

Assurer un suivi des obligations réglementaires

Générer des plans d’actions, puis suivre les remédiations et zones de risques opérationnelles et réglementaires

Actualiser de manière automatique la cartographie des risques du dispositif de contrôle

L’outil d’aide au pilotage de nos missions de Vie Sociale et Juridique des OPC, permettant l’élaboration, la production et la gestion des documents réglementaires (DICI UCITS, DIC PRIIPS, Prospectus, Règlement/Statut) de façon collaborative et sécurisée tout en assurant la traçabilité, la piste d’audit et la conservation des données.

Définition et gestion du calendrier cible de réalisation de l’opération sur l’OPC

Workflow permettant la gestion des tâches et l’intervention des collaborateurs de la phase d’initialisation jusqu’à la production et la diffusion des documents

Comparaison en temps réel d’un document avec une version précédente (version marquée)

Stockage et historisation réglementaire de tous les documents et données (à disposition, consultables et exportables à l’unité ou en masse par toutes personnes habilitées)

Gestion simple des documents en langue de référence et de leurs traductions dans les différentes langues requises

Moteur graphique permettant la génération automatique des graphes de performances…

Uniformisation de la donnée et contrôle de la cohérence sur un ensemble de documents

The BELT tools

The BELT Solutions tool for carrying out, managing, monitoring and steering the compliance and internal control work of investment firms and management companies.

BELT allows you to :

Automatically define a control plan adapted to the licence granted to the regulated entity, according to its authorisations and the operational and regulatory risk areas

Generate standardised control sheets and documents by regulatory theme applicable to the previously validated control plan

Facilitate the control work and allow for the organisation of tasks within a multidisciplinary team of controllers

Ensure the audit trail, traceability and security of the work

Generate adaptable audit reports for the compliance officers, managers and directors, shareholders, third parties or investors

Regularly update the audit tools in line with changes in the entity’s licence and authorisations, applicable regulations, case law and best practices applied in the market

Monitor regulatory obligations

Generate action plans, then monitor remediation and operational and regulatory risk areas

Automatically update the risk map of the control framework

A tool to assist in the management of our social and legal life engagements for UCIs, enabling the preparation, production and management of regulatory documents (UCITS KIID, PRIIPS KIID, Prospectus, Regulations/Statutes) in a collaborative and secure manner, while ensuring traceability, the audit trail and data retention.

Definition and management of the target timetable for the completion of the transaction on the UCI

Workflow allowing the management of tasks and the intervention of staff from the initialization phase to the production and distribution of documents,

Real-time comparison of a document with a previous version (mark-up version),

Storage and regulatory history of all documents and data (available, consultable and exportable individually or in bulk by all authorised persons),

Simple management of documents in the reference language and their translations into the various languages required,

Graphical engine allowing the automatic generation of performance graphs..,

Uniformity of data and consistency control over a set of documents.