Armonial Partners has joined forces with Crystal's Laplace division to enhance private wealth management services in France, particularly in the Occitanie region.
Target Information
Armonial Partners, a leading wealth management firm based in Montpellier, France, has officially joined Laplace, the private management division of Crystal, a prominent player in entrepreneurial wealth management across the country. Established in 2018 by Marc Héry and Grégory Pollet, Armonial Partners currently oversees approximately €160 million in assets on behalf of 48 affluent families. The firm has cultivated a loyal clientele primarily in the Occitanie region, as well as in Rhône-Alpes and Paris.
The company's uniqueness stems from its expertise in business transfers, employing a family-office model tailored specifically for entrepreneurs. Armonial Partners has also showcased its proficiency in identifying sophisticated and secure investment solutions, which are particularly suited for high-net-worth individuals.
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Industry Overview
The wealth management industry in France has seen significant growth in recent years, driven by an increasing number of affluent individuals seeking personalized and professional financial advice. This trend
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