Ciclad has acquired a stake in wealth management consultancy Centaure Investissements to support its growth ambitions, particularly through strategic acquisitions and digital innovations.

Target Information

Ciclad, through its Ciclad Entreprise fund, has acquired a stake in Centaure Investissements, a wealth management consulting group based in Cognac, alongside its founder and CEO, Cyrille Restier. Since its establishment in 2010, Centaure Investissements has organically expanded its client base while offering expertise in four key areas: wealth consulting, financial investments (insurance and CIF), insurance brokerage, and real estate transactions. The group has also begun pursuing external growth strategies, successfully acquiring and integrating three portfolios.

Industry Overview in France

The wealth management industry in France has experienced significant changes in recent years, driven by evolving regulatory frameworks, increasing consumer demand for tailored financial solutions, and the digitalization of financial services. Factors such as an aging population and rising disposable incomes have created a favorable environment for wealth managers and financial advisors to provide services that cater to the diverse needs of their clients.

Moreover, the French market is characterized by a variety of players, ranging from independent consultants to large multinational firms. This competitive landscape has prompted wealth management firms to innovate continuou