AG2R LA MONDIALE Épargne patrimoniale is taking a new step forward in its development by announcing the creation of a sales division specifically dedicated to wealth management professionals: wealth management advisors (WMAs), family offices, asset management firms, and platforms.
A direct response to market needs
This initiative stems from an observation shared by many financial partners: the need for enhanced, personalized support accessible through a single point of contact. By creating this department, AG2R LA MONDIALE aims to offer a “One-Stop Shop” approach supported by teams of French and Luxembourg-based experts.
Objective: to offer the best in French and Luxembourg wealth management life insurance, with a level of service and responsiveness tailored to the growing expectations of distributors and their clients.
“This launch is the result of months of reflection, listening to our partners. After being approached by several of them—who will recognize themselves—we decided to create this team to offer them the best in French and Luxembourg wealth management life insurance,”
notes Loïc Lefoll, CEO of AG2R LA MONDIALE Épargne patrimoniale.
A rapidly growing market
The wealth management advisors (WMAs) and family offices segment is expanding rapidly. In this context, AG2R LA MONDIALE is strengthening its capacity to support these professionals, enabling them to effectively meet the needs of increasingly demanding investors. This development is part of AG2R LA MONDIALE Épargne patrimoniale’s broader ambition: to become a leading phygital wealth management platform in Europe, combining human expertise with state-of-the-art digital tools.
Cyril Fridman to Lead
The leadership of this new entity has been entrusted to Cyril Fridman, a long-time employee of the group who joined AG2R LA MONDIALE seven years ago. His mission will be to transform this division into one of the spearheads of AG2R LA MONDIALE Épargne patrimoniale, working in tandem with the existing institutional sales divisions led by Sandrine Levasseur and Laurent Mercier. This complementary trio of executives will drive the sales strategy with distributors and help strengthen the group’s collective momentum.
A pivotal step for AG2R LA MONDIALE
With this new department, AG2R LA MONDIALE reaffirms its commitment to working closely with its partners, combining wealth management expertise, innovation, and personal relationships.
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