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Communiqués de presse - 19 September 2024

Largillière Finance advised AGAMI Family Office on its sale to Groupe Premium

The investment bank Largillière Finance has advised Agami Family Office, a leading player in wealthy family support and tailor-made wealth management, on its sale to Groupe Premium, one of the leaders in wealth management.

Founded in 2006 by François Simon and Laurent de Swarte, Agami is a recognized player in the support of entrepreneurs, wealthy families and major investors, with a global approach to wealth management. One of the pioneers in the world of multi-family office, Agami Family Office reinvents this profession's codes thanks to an innovative, universal model that is completely aligned with its customers' interests. Today, Agami represents €1.5 billion in supervised assets.

Founded in 2000, Groupe Premium is specialized in wealth management, with 3 strong pillars: insurance brokerage, asset management and wealth management consulting. Through its Predictis and Capfinances brands, Groupe Premium is the leading independent distributor in terms of funds collected on behalf of leading insurers such as Swiss Life, Abeille Assurances and Groupama Gan Vie. In 2024, the Group counts over 1,600 employees and independent agents.

In 2021, the investment fund Eurazeo acquired a stake in Groupe Premium, enabling it to further accelerate its growth and ambitions, notably through acquisitions. In 2023, the Blackstone investment fund joined the Group's capital as a minority shareholder, enabling Premium to pursue its development, alongside Eurazeo and Montefiore Investment.

Renowned for its tailor-made approach, Agami Family Office strengthens Groupe Premium's expertise in the management of large family fortunes. Agami will work alongside Leone Kapital, the Group's leading multi-family office, offering an even more comprehensive and personalized range of services for high-potential clients. By joining the Group, Agami Family Office expands its growth prospects and means of action, while retaining its unique identity and expertise.

This acquisition is a key step in the development strategy of Groupe Premium, which is strengthening its position in Wealth Management to support entrepreneurs and high-net-worth families.

François Simon & Laurent de Swarte, Founders of AGAMI Family Office, comment: “The family office segment is set to grow strongly in France over the next few years, and requires constant attention to ensure that it continues to serve its customers better. We're delighted to be joining a dynamic, diversified and fast-growing group that will enable us to provide the resources we need to achieve our ambitions. We would like to thank Largillière Finance for its efficient advice throughout the process"

Thomas Bureau, Managing Director, adds: “This new operation once again emphasizes our financial services expertise. In a sector as confidential as Family Offices, the success of a transaction requires a detailed knowledge of the various players and a commitment to confidentiality. We are particularly proud to have accompanied an emblematic player like Agami Family Office in finding the right partner for this merger project"

Olivier FAROUZ, Chairman of Groupe Premium, concludes: “I am delighted to announce the arrival of Agami Family Office within Groupe Premium. This arrival represents a strategic step forward in Wealth Management for our Group, with the aim of providing our customers with a global, personalized offering. By integrating Agami into our Leone Kapital subsidiary, we are strengthening our ability to offer first-rate investment solutions and wealth advice, tailored to the needs of the wealthiest families. I would like to welcome François Simon and Laurent de Swarte to the Premium adventure!"

With offices in Paris, Lyon, Nantes, Brussels and Geneva, Largillière Finance is an independent investment bank dedicated to assisting managers and shareholders of small and medium-sized companies with their capital transactions: company sales and acquisitions, financing (capital and/or debt), financial engineering (valuation, etc.) and financial strategy.

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