Keepers investit dans Pulse pour offrir une gestion de fortune indépendante et transparente, consolidant leur position sur le marché des family offices et élargissant leur clientèle.
Stratégies d'ingénierie patrimoniale et financière pour naviguer le transfert de richesse le plus important de l'histoire, avec un focus sur l'immobilier, les cryptomonnaies, et la structuration patrimoniale.
Amundi acquiert aixigo pour renforcer ses technologies de gestion de patrimoine, enrichissant ainsi son offre et accélérant sa transformation digitale.
Weinberg Capital Partners investit dans Marcel Villette pour accélérer la croissance et renforcer l'impact environnemental du leader des espaces verts en Île-de-France.
Le rapport 2024 de Tikehau Capital offre une analyse approfondie de la transformation en cours de notre modèle économique. Nous assistons à un passage d'un
Olivier de Berranger et Enguerrand Artaz de La Financière de l’Echiquier décryptent les récentes turbulences estivales et leur impact sur la psychologie des marchés. Correction passagère ou changement profond ?
Keesystem and its KeeSense platform simplify international wealth management by consolidating assets, automating reporting, and ensuring compliance, while providing customized interfaces for family offices and wealth managers.
Eric Rosenthal is joining AG2R LA MONDIALE as Deputy CEO, bringing his expertise to strengthen the company’s wealth management and retirement savings business starting in October 2025.
Mirabaud has appointed Ricardo Castillo as Chief Investment Officer to strengthen innovation and excellence in asset management, in line with the bank’s long-standing values.
Strategic merger: Chahine Capital and Dynasty AM have formed IRIVEST, which manages over €1 billion in assets, thereby strengthening their presence in Europe.
Delmas Private Wealth Management: an independent and client-focused approach to wealth management, combining financial performance with a close relationship with clients.
Moea Ibrahim Ouali has been appointed to lead digital operations at Banque Palatine to drive strategic digital transformation and enhance the customer experience.
Meet Mia, Abbove’s AI agent, which is revolutionizing wealth management in Europe by simplifying the analysis of complex data for advisors and their clients.
InnovaFonds has appointed Aymeric Pélissier as Director of Partnerships to strengthen its relationships and develop sustainable, high-performing investment solutions.
Erasmus AM is strengthening its team with the arrival of Michaël Yatime, an expert in multi-asset management and discretionary management, to further enhance its diversified offering.
Life insurance, a mainstay of French savings, saw record inflows in July 2025, attracting 4.1 billion euros, thanks to the growing popularity of unit-linked policies.
