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Country: France
Independent group of heritage experts
News
Dijon-based Patrimoine et Gestion joins Patrimmofi 22/05/2024
- - Patrimoine et Gestion sales in 2021: Almost 3 million euros.
- - Patrimoine et Gestion net profitability in 2021: 1.2 million euros.
- - Assets under management by Patrimoine et Gestion: Around 500 million euros.
- - Number of Patrimoine et Gestion employees*: Thirteen.
- - Assets advised by the Patrimmofi group: 2.2 billion euros.
- - Annual funds collected by the Patrimmofi group: Over 300 million euros.
- - Target assets under management for the Patrimmofi group by the end of 2025: 3 billion euros.
- - Number of families advised by Patrimmofi: 500.
Studies mentioning this company
The wealth management market - France
Other companies mentioned:
- Amundi
- HSBC Private Bank
- Société Générale Private Banking
- Natixis Wealth Management
- Milleis Banque
- Pictet
- Primonial
- Astoria Groupe
- Cyrus Conseil
- Compagnie Financière Richelieu
- Ethenea
- Cholet-Dupont
- Magnacarta
- Althos-Patrimoine
- K&P Finance
- Experts en Patrimoine
- Lonlay & Associés
- Nalo
- Yomoni
- Grisbee
- Finary
- Epsor
- Premium Groupe
- Ageas France
- BPI France
- Scala Patrimoine
- Shares
- Thesaurus
- Crystal Groupe
- LFPI
- Mandarine gestion
- Oaktree Capital Management
- Rothschild Martin Maurel
- Lazard Frères Gestion
- Meeschaert (LFPI Groupe)
- Abeille Assurance (Aéma groupe)
- Turenne Groupe
- Siparex
- Lucya
- Oddo BHF
- Equance
- Patrimmofi
- Cashbee
- CA Indosuez Private Banking & Wealth Management
- Palatine Banque (BPCE Groupe)
- Banque Palatine (groupe BPCE)
- LCL Crédit Lyonnais
- CIC Banque Privée