Business transfers

Sep 2023

AECO Gestion Privée joins the Kereis Group

Customers and counterparties

Founded some fifteen years ago, AECO Gestion Privée is a wealth management consultancy and broker specializing in individual and collective social protection.

Based in Marseille, AECO Gestion Privée has been helping managers, the self-employed, and non-salaried workers (TNS) to manage their social protection and assets for over 15 years.

Thanks to a dynamic external growth policy and partnerships with the region’s leading chartered accountants, AECO Gestion Privée has become one of the leading players in the Mediterranean region.

Its activities are focused on three key areas: social protection for self-employed workers, social protection for companies, and investment advice. AECO Gestion Privée has over 4,400 clients and works with partners such as Generali, Swisslife, MMA, Groupama, Abeille, and April. To date, AECO Gestion Privée has around €100 million in assets under management.

Following a competitive process organized by PAX Corporate Finance, the partners of AECO Gestion Privée have chosen the Kereis group for the next stage in the development of their firm. The firm’s teams will join Kereis with the mission of continuing its strong development in the region and using the group’s resources. This operation will result in the creation of a PACA Regional Division, headed by Benjamin Nicoulaud, to develop the firm’s client base in the region.

Associate members