Founded in 1991 in Marseille, Sefima is the leading wealth management consultancy firm in the Mediterranean region.
The firm, through its team of nearly 20 people with complementary profiles and know-how, brings global expertise in wealth management to a clientele of company managers, liberal professions, and individuals.
After a competitive process organized by PAX Corporate Finance, Lionel TOMAS, the founder of Sefima, has chosen Groupe Premium for the new development stage of his firm. This operation allows Groupe Premium to have a presence in the PACA region and to benefit from :
Their position as leaders in their region, and their undeniable reputation among their peers and their clients, both business leaders, professionals, and individuals.
The quality and loyalty of their clientele for over 20 years, with €260 million in assets under management and growing steadily.
Their know-how and the experience of Lionel Tomas and his team, experts in asset engineering.
The Premium Group, chaired by Olivier Farouz, is thus continuing its conquest of the world of asset managers through the acquisition of a majority stake in SEFIMA. This new transaction is the sixth for the Group since Eurazeo took a stake in June 2021. With the ambition to strengthen its development model by combining the distribution of insurance products with asset management, this acquisition brings the Group’s total assets to more than 6.5 billion euros. Together with the acquisitions of I-Kapital, Leone Kapital, Renard Partenaires, Linard Charbonnel, and Groupe Forward, this will bring the total assets of the CGP branch to more than 2.5 billion euros by the end of 2022.