Groupe Emeraude

Groupe Emeraude comprises five independent wealth managers – Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil and La Financière d’Emeraude – which have been collaborating for several years. Emeraude Capital’s offer is built around four key areas of expertise – insurance intermediation, financial investment advice, wealth engineering and social protection. With 12 locations from Brest to Ciboure, managing €800m in assets for more than 4,500 customers, the Group positioned itself as a new strategic player in wealth management.

Date d'entrée au capital

December 2024

Type de deal

Primary MBO

Chiffre d'affaires

Nombre d'employés

Date de cession

Type de cession

« La “Certificazione B Corporation” è un marchio che viene concesso in licenza da B Lab, ente privato no profit, alle aziende che, come la nostra, hanno superato con successo il B Impact Assessment (“BIA”) e soddisfano quindi i requisiti richiesti da B Lab in termini di performance sociale e ambientale, responsabilità e trasparenza. Si specifica che B Lab non è un organismo di valutazione della conformità ai sensi del Regolamento (UE) n. 765/2008 o un organismo di normazione nazionale, europeo o internazionale ai sensi del Regolamento (UE) n. 1025/2012. I criteri del BIA sono distinti e autonomi rispetto agli standard armonizzati risultanti dalle norme ISO o di altri organismi di normazione e non sono ratificati da parte di istituzioni pubbliche nazionali o europee. »

“Certified B Corporation” is a trademark licensed by B Lab, a private non-profit organization, to companies like ours that have successfully completed the B Impact Assessment (“BIA”) and therefore meet the requirements set by B Lab for social and environmental performance, accountability, and transparency. It is specified that B Lab is not a conformity assessment body as defined by Regulation (EU) No 765/2008, nor is it a national, European, or international standardization body as per Regulation (EU) No 1025/2012. The criteria of the BIA are distinct and independent from the harmonized standards resulting from ISO norms or other standardization bodies, and they are not ratified by national or European public institutions.