Following a competitive process organized by PAX Corporate Finance, the partners of Patrimoine Partners have chosen Maison Herez for the next stage of their firm’s development. As a result of this transaction, the managing partners Christophe Bastide, Jérôme Chénedé, Patrice Beaulieu, and Patrice Ponmaret, as well as the majority of the staff, have acquired a stake in the capital of Maison Herez.
These shared values were the main reason for the merger. Together, the Patrimoine Partners and Maison Herez teams will be able to continue to support their clients in their wealth management projects while maintaining a family and local business culture. This merger will also enable the teams to offer their clients an even broader range of wealth management advice, financial market monitoring, and investment solutions.