Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil, and La Financière d’Emeraude are joining forces to create the Émeraude Capital group, supported by Abenex and Arkéa Capital.
Backed by the alliance of five firms specializing in wealth management, the Emeraude Capital group is structured with the support of Abenex and Arkéa Capital, the private equity subsidiary of Crédit Mutuel Arkéa.
With 12 locations spanning from Brest to Ciboure, the group, which manages €800 million in assets for more than 4,500 clients, positions itself as a new strategic player in wealth management. It aims to strengthen its regional presence through a dynamic and well-thought-out external growth strategy.
Emeraude Capital Group
Emeraude Capital Group is the result of the alliance of five independent firms with complementary expertise: Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil, and La Financière d’Emeraude, whose leaders have been collaborating for several years. Sharing the same values in their profession, the firm leaders, advised by Pax Corporate Finance, decided to join forces to create a benchmark player in wealth management, forming a group with national ambitions.
For years, these firms have strengthened their regional presence through a proven external growth strategy. The Group currently has a broad and diverse portfolio of over 4,500 clients, representing approximately €800 million in assets under management. Its diversified offering, focused on four key areas—insurance brokerage, financial investment advisory, wealth planning, and social protection—allows it to provide a wide range of services to clients and support them over the long term.
At the helm of this new entity, Régis Hervé, head of Capital Confiance, takes on the role of President of the Group, alongside Christophe Cozanet, managing director of Cozanet & Cie, and Benjamin Continente, partner at Magister Patrimoine Group. Additionally, around ten key executives are joining the shareholding structure to form a majority bloc and drive the Group’s development.
Abenex and Arkéa Capital: Two Complementary Partners to Support Emeraude Capital’s National Ambition
With Abenex as a key shareholder, alongside Arkéa Capital, the Emeraude Capital Group aims to accelerate its external growth strategy and strengthen its territorial coverage in a sector where client proximity is crucial. Both partners will leverage their expertise in external growth to support Emeraude Capital’s strong development ambitions.
This third investment from the Abenex Small Cap II Fund perfectly illustrates Abenex’s expertise in identifying and supporting regional companies with high growth potential, once again within the framework of a primary transaction.
Régis Hervé, CEO of Emeraude Capital:
“The creation of the Emeraude Capital Group is the culmination of significant investment by all teams after ten years of effective collaboration on product offerings, regulatory, and compliance aspects. We are delighted to have built a substantial and unique player by placing human capital at the heart of this project. We look forward to expanding our partnership by welcoming new colleagues to enhance our expertise and national presence.”
Julien Keignart, Partner at Abenex Small Cap:
“We are very pleased to support the executives in the emergence of the Emeraude Capital Group. The team’s vision and commitment, combined with our experience in external growth and the implementation of significant financing resources alongside CIC Private Debt, enable the Group to stand out as one of the main consolidators in the market, offering a unique and differentiated partnership model for firms looking to integrate a platform while maintaining their independence.”
Gaëlle Tanguy, Investment Director at Arkéa Capital:
“We are proud to support the executives of the Emeraude Capital Group in their ambitious development project. Their vision, which combines proximity, innovation, and excellence in service to their clients, aligns perfectly with that of the Arkéa Group.”
