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Émeraude Capital - conseil en gestion de patrimoine

Emeraude Capital

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Groupe Emeraude Capital 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 of capital investment

December 2024

Type of deal

Primary MBO

Turnover

Number of employees

Date of transfer

Type of transfer

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“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.
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