Photo - Primonial

Primonial

Sector Business & Financial Services
Location Paris
Date acquired 2017
Transaction size Not disclosed

A French mass-market wealth management company

Primonial is well positioned for further growth, as a result of strong demographic market drivers. These are driven by the increase in the French savings market and a shift from traditional savings products to higher yielding assets. The company also benefits from very low annual fund outflows, underlining the robustness of its business model.

To learn more about the company, click here.

Primonial invests in a range of asset classes with a particular focus on commercial real estate.

With over €36 billion of funds under management, the company serves both the retail and institutional markets and benefits from a highly regarded investment management team, strong investment performance to date and a proven distribution network. The real estate sector has been one of the best performing asset classes over the last four years, generating 21% compound annual growth in AUM. In 2018, it agreed the acquisition of La Financière de l’Echiquier, a leading French asset manager.

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