What Groupe Patrimmofi does

Groupe Patrimmofi is a privately-held French independent wealth management advisory firm (cabinet de gestion privée) headquartered in Paris, operating under dual oversight from the AMF and ACPR. Founded in 2003, the firm serves more than 6,000 client families with combined assets under management of €3.5 billion, deploying a team of 120+ dedicated advisors across nine French cities. Its target clientele comprises high-net-worth individuals organized into four persona segments: senior executives, liberal professions (doctors, lawyers), business owners facing liquidity and succession events, and multi-generational affluent families seeking family office services.

The firm operates five integrated service lines: Gestion Privée (tailored wealth management covering estate engineering, financial and real estate investments, real estate financing, and tax optimization); Family Office (privileged expert network access and customized listed/unlisted portfolio construction); Accompagnement de Dirigeants (entrepreneur advisory, employee support, and corporate treasury management); Immobilier de Prestige (a single point of contact for luxury real estate combining real estate law, tax, and transaction expertise); and Investissements Alternatifs (private equity, infrastructure, decorrelated strategies, prestige assets, and digital assets via partner Andera Partners). There is no proprietary technology platform — service delivery is human-advisor-led and supported only by standard enterprise tools and a third-party client portal (Moneypitch).

Revenue is generated through professional services fees on advisory engagements (estate planning, investment management, tax optimization, financing advisory), with pricing not publicly disclosed and structured around personalized initial consultations, mandatory Client Entry Documents (DER), and mission letters as required by French financial regulation. Go-to-market is sales-led and relationship-driven, with client acquisition heavily weighted toward referrals and word-of-mouth among HNW circles. The firm maintains an open-architecture partnership ecosystem with eight premier asset managers and private banks — J.P. Morgan Asset Management, Edmond de Rothschild, Pictet, Moneta Asset Management, Rothschild & Co Asset Management, Indépendance AM, Banque Hottinguer, and Andera Partners — supporting its independent advisory positioning. The firm is led by Stéphane Peltier as Président du Groupe.

Name

Groupe Patrimmofi

Legal name

Groupe Patrimmofi

Website

https://groupe-patrimmofi.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

101–250 employees

Short description

Groupe Patrimmofi is a French independent private wealth management advisory firm serving 6,000+ HNW families with €3.5 billion AUM, delivered through 120+ advisors across 9 French cities under AMF and ACPR regulation.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Private wealth management
• Estate planning services
• Family office services
• Investment advisory
• Tax optimization

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices9 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Wealth Management Services: Revenue generated through advisory fees for private wealth management services, including estate planning, financial investments, real estate investments, tax optimization, and alternative investments. Services include family office functions, investment management, and financing advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Groupe Patrimmofi is a French cabinet de gestion privée that orchestrates tailored wealth strategies for high-net-worth individuals and families. Its offering spans private wealth management (estate engineering, financial and real estate investments, real estate financing, tax optimization), family office services with privileged expert network access, executive and entrepreneur advisory, prestige real estate transaction support, and alternative investments (private equity, decorrelated strategies, infrastructure, prestige assets, digital assets). The firm manages €3.5 billion across more than 6,000 families and operates under AMF and ACPR dual regulation.

Product overview

Groupe Patrimmofi operates as a unified private wealth management platform offering five integrated service lines: Gestion Privée (tailored wealth management including financial and real estate investments), Family Office (comprehensive family wealth oversight with expert network access), Accompagnement de Dirigeants (executive and entrepreneur advisory services), Immobilier de Prestige (high-end real estate transactions), and Investissements Alternatifs (alternative investments including private equity and digital assets). These services collectively address the full spectrum of private wealth management needs for high-net-worth individuals, executives, and entrepreneurs across France.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion Privée

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor.

• J.P. Morgan Asset ManagementminorOthersPartner asset management firm providing investment products and services integrated into Patrimmofi's client portfolios.
• Edmond de RothschildminorOthersPartner asset management firm providing wealth management and investment solutions for client portfolios.
• PictetminorOthersPartner asset management firm providing investment management services integrated into client portfolios.
• Moneta Asset ManagementminorOthersPartner asset management firm providing investment management solutions for client portfolios.
• Andera PartnersminorOthersPartner private equity firm providing access to private equity investment opportunities for clients.
• Banque HottinguerminorOthersPartner private bank providing banking and wealth management services integrated into client advisory.
• Rothschild & Co Asset ManagementminorOthersPartner asset management firm providing investment management solutions for high-net-worth client portfolios.
• Indépendance AMminorOthersPartner independent asset management firm providing investment solutions aligned with Patrimmofi's independent advisory approach.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Cyrus Conseil: Independent French private wealth management group (IGP) serving HNW individuals across multiple French cities with open-architecture advisory, family office support, and real estate expertise — directly comparable in size, geography, and value proposition to Patrimmofi.
• Largillière Finance: Independent French wealth advisory firm offering private wealth management, family office, and corporate advisory to HNW entrepreneurs and executives — comparable by client profile, multi-disciplinary approach, and open-architecture positioning.
• Crystal Finance Group: France's largest listed indépendant wealth management group (gestion de patrimoine), with broad national coverage and significant AUM — closest scaled comparables in terms of multi-city IGP model, fee-based advisory, and HNW client franchise.
• Herez Family Office: French independent multi-family office focused on UHNW families with comprehensive wealth engineering, investment, and family governance services — directly comparable on the Family Office service line and the HNW/UHNW target segment.
• Finanzio (Patrimoine & Cie): French independent gestion de patrimoine group providing HNW advisory across wealth engineering, taxation, real estate, and financial investments through multiple regional offices — comparable mid-tier French IGP with similar service breadth.

Broad incumbents

• Indosuez Wealth Management: Crédit Agricole CIB's private bank with significant French wealth management operations serving HNW/UHNW clients via comprehensive advisory and family office services — broader incumbent with proprietary and partner-sourced solutions.
• BNP Paribas Wealth Management: One of Europe's largest private banks; the French domestic wealth management franchise targets the same executive, entrepreneur, and family segments as Patrimmofi with a full integrated advisory + private banking platform.
• Edmond de Rothschild Private Wealth: Swiss-headquartered private bank with strong French wealth management presence serving HNW/UHNW clients — comparable target market, broader product set, and larger AUM base than Patrimoine Patrimoine.
• Rothschild & Co (Private Wealth): Global private banking and wealth management group with a substantial French HNW/UHNW franchise — directly overlaps with Patrimmofi's target segment but operates at significantly greater scale with proprietary investment solutions.

Regional players

• Banque Hottinguer: Independent French private bank offering wealth management, family office, and corporate finance services to HNW families and entrepreneurs — comparable by private-bank-independent positioning and target clientele, though focused primarily on the Parisian market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Groupe Patrimmofi