Meilleurtaux has acquired Patrimea, enhancing its wealth management capabilities and boosting its total managed assets to €3.7 billion.
Target Company Overview
Meilleurtaux has announced its latest acquisition in the savings sector by acquiring Patrimea, a company specializing in wealth management and investment advisory services. With approximately €430 million in assets under management, this acquisition increases Meilleurtaux Placement's total managed assets to €3.7 billion. This transaction was facilitated by the specialized teams at Pax Corporate Finance and strengthens Meilleurtaux Placement's position as an independent player in digital savings and investment.
Founded in 2009 by Philippe Gourdelier and Nicolas Sost, Patrimea manages €430 million in assets for about 8,000 savers, both in France and abroad. Patrimea's strategy focuses on promoting high-performing investment products with low fees. With a robust online presence complemented by physical offices in Paris, Bordeaux, and Aix-en-Provence, their approach aligns well with that of Meilleurtaux Placement.
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Industry Overview in France
The French savings and investment sector has shown significant transformation in recent years, characterized by increasing digitalization and a shift towards more accessible financial products for consumers. As more individuals turn to online platforms for i
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