Agami Family Office has been acquired by Groupe Premium, enhancing their expertise in wealth management for affluent clients.
Target Information
Agami Family Office, founded in 2006 by François Simon and Laurent de Swarte, has established itself as a prominent player in the realm of wealth management, catering to affluent families, entrepreneurs, and high-net-worth individuals. Renowned for its holistic approach to asset management, Agami has been a pioneer in the multi-family office sector, innovating traditional practices through a universal business model that prioritizes the interests of its clients. Currently, Agami oversees assets amounting to €1.5 billion.
Industry Overview
In France, the wealth management industry has seen significant growth, driven by an increasing number of high-net-worth individuals and families seeking customized financial solutions. The sector is characterized by a diverse range of services, including investment management, estate planning, and tax optimization strategies. As the demand for personalized wealth management continues to rise, firms are expected to adapt and enhance their services to maintain a competitive edge.
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Furthermore, the presence of regulatory frameworks and tax policies tailored to affluent clientele has also encouraged the expansion of wealth management firms.
Similar Deals
Groupe Premium
invested in
Agami Family Office
in 2023
in a Merger deal