Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil, and La Financière d’Emeraude join forces to create the Émeraude Capital group, supported by Abenex and Arkéa Capital

Backed by the merger of five wealth management firms, Emeraude Capital 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 manages €800 million in assets for more than 4,500 clients. Positioned as a new strategic player in wealth management, Emeraude Capital aims to strengthen its regional presence through a dynamic and well-planned external growth strategy.

Emeraude Capital: A New National Player in Wealth Management

Emeraude Capital 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. Their leaders, who have known each other for years, share the same professional vision. Advised by Pax Corporate Finance, they decided to unite their strengths to establish a leading wealth management firm with national ambitions.

Over the years, these firms have strengthened their regional presence through a proven external growth strategy. Today, the group boasts a broad and diversified client portfolio, managing approximately €800 million in assets. Its services are structured around four key areas: Insurance brokerage, Financial investment advisory, Wealth engineering, Social protection
This diverse offering allows Emeraude Capital to provide a comprehensive range of services while ensuring long-term client support.

At the head of this new entity, Régis Hervé, CEO of Capital Confiance, takes on the presidency of the group, alongside Christophe Cozanet, managing director of Cozanet & Cie, and Benjamin Continente, partner at Magister Patrimoine. Additionally, about ten key executives have joined the company’s shareholders, forming a majority group committed to driving its expansion.

Abenex and Arkéa Capital: Complementary Partners to Support Emeraude Capital’s National Ambition

With Abenex as a key shareholder and Arkéa Capital joining as an investor, Emeraude Capital is set to accelerate its external growth strategy and expand its regional footprint in a sector where client proximity is crucial. Both partners will leverage their expertise in acquisitions to support the group’s ambitious development plans.

This investment marks the third commitment from the Abenex Small Cap II fund, highlighting Abenex’s expertise in identifying and supporting high-growth regional companies, once again within a primary transaction framework.

Régis Hervé, CEO of Emeraude Capital:
“The creation of Emeraude Capital is the culmination of a significant investment by all our teams after ten years of collaboration on product offerings, regulatory, and compliance aspects. We are proud to have built a sizeable and unique player by putting human capital at the heart of this project. We look forward to welcoming new partners to further strengthen our expertise and national presence.”

Julien Keignart, Partner, Small-Cap at Abenex:
“We are thrilled to support the leaders in the emergence of Emeraude Capital. Their vision and dedication, combined with our expertise in external growth and the deployment of significant financing alongside CIC Private Debt, position the group among the leading consolidators in the market. We offer a unique and differentiating partnership model for firms looking to join a strong platform while maintaining their autonomy.”

Gaëlle Tanguy, Investment Director at Arkéa Capital:
“We are proud to support the leaders of Emeraude Capital in their ambitious growth project. Their vision—combining proximity, innovation, and excellence in service to their clients—aligns perfectly with the values of the Arkéa Group.”