Business transfers

Dec 2022

The wealth management consulting firm Sefima joins the Premium Group

Customers and counterparties

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.

Lionel Tomas, Managing Director of Sefima, comments: "Here we are at the end of a year-long process which consisted of looking for the most appropriate player to support us in our desire to make SEFIMA the regional player of reference. Respect for the identity and culture of our firm, as well as the desire to offer our clients and our teams the resources that come with being part of a large group, were decisive factors in our decision. We now have a new challenge ahead of us and I have no doubt that the human and professional qualities of all the members of SEFIMA will combine with the talents of the Premium Group teams to achieve our ambitions.
Olivier FAROUZ, Chairman of Groupe Premium, comments: "I am particularly pleased to announce this new major acquisition of SEFIMA. It offers us once again the opportunity to join forces with an efficient player that complements Groupe Premium's activities, whether in terms of business positioning, know-how or organization. This is a key step in our desire to expand in the PACA region, and in particular in the Marseilles area, a very dynamic region with strong potential. Experienced in external growth operations, this new acquisition demonstrates our desire to pursue this strategy, which has been tried and tested for more than a year, in particular thanks to the support of Eurazeo, with whom we share common values and ambitions.
Yann Pelard, COO of Groupe Premium, comments: "I am proud to announce today a new signature with SEFIMA, a Marseille-based wealth management firm, a key step in the development of our CGP division, particularly in the PACA region. This merger, like the many external growth operations carried out since 2001, perfectly illustrates Groupe Premium's skill in carrying out this type of project, in a rapidly consolidating market context. It is also, and above all, the result of meetings with talented managers such as Lionel Tomas, with whom we share common values in line with Groupe Premium's DNA.

Associate members