Norman K. has secured a minority stake investment from MBO+ to accelerate its growth in the wealth management sector.

Information on the Target

Norman K. is an innovative, independent wealth management platform that was founded in 2021 and is headquartered in Paris, with additional locations in London, Geneva, and the French Riviera. The firm employs a multidisciplinary team of over 60 professionals, providing clients with comprehensive services tailored to meet the diverse financial needs of international entrepreneurs and families. Norman K. operates on an open architecture model, which enables the creation of bespoke solutions in-house, encompassing portfolio management, financing (real estate and corporate), corporate advisory, and wealth structuring.

The company rapidly established itself as a new leader in the wealth management sector by offering a "one-stop-shop" approach that emphasizes ultra-personalization, performance, and innovation. It serves both direct clients and business-to-business (BtoB) clients, including wealth management advisors, family offices, and other institutional entities.

Industry Overview in the Target's Specific Country

The wealth management industry in France has witnessed significant growth, driven by an increase in high-net-worth individuals and a demand for holistic financial services. As asset values continue to rise, there is an inc