HESTIA PATRIMOINE X VALORIA

HESTIA PATRIMOINE
VALORIA

Blanche Capital announces the combination of Hestia Patrimoine with a nationwide wealth management firm.

Sector
Financial Services
Transaction
HESTIA PATRIMOINE
VALORIA
Date
2024
Location in France
Morbihan (56)

About the target

The managers of the firm Hestia Patrimoine, with more than 60 million euros in assets under management, join forces with a national player.

60

M from AUM

2

Associates

Why the deal

The two partners, with different ages and aspirations, called on our team to meet their specific needs. One of the managers joined the project while the other thing to move on to a new project. The national player relied on the remaining partner to continue its development in the Brittany region.

Deal team

Tailored support

A dedicated team, selected for its specific expertise, supports you with commitment and precision to bring your goals to life.

Leadership
Alexandre NÈGRE
Partner
Operations
Financial Services
Nathan BOREANI HERRERO
Business Manager

Conclusion

Blanche Capital also supports managers whose trajectories differ, in order to meet everyone's expectations.

Explore our other transactions

Every transaction we lead is a milestone in our clients' success. Our recent deals reflect our ability to handle complex projects with expertise and strategic vision, while keeping people at the heart of everything we do.