Founded in 2002 by Romain Muraille and Jean-Philippe Merra, Valetys Stratégies Patrimoniales is a wealth management consultancy based in Avignon and Montpellier.
Through its team of 10 people with complementary profiles and know-how, the firm provides global expertise in wealth management to a clientele of company directors, professionals, and individuals. The company’s regional offices in Avignon and Montpellier, as well as its independence, guarantee a tailor-made service, as close as possible to the client’s needs.
With more than 10 external growth operations completed since 2008, Valetys has experienced historic development driven by both external and organic growth. The amount of assets under management is over €180 million, mainly composed of life insurance (75%), followed by PEE, PER, PERP, and PERCO.
Following a competitive process organized by PAX Corporate Finance, the partners of Valetys have chosen Groupe Premium for the next stage of their firm’s development. This transaction allows Groupe Premium to strengthen its presence in the PACA and Occitanie regions and to benefit from
– A wide range of know-how and solutions through their long-term support and tailor-made services;
– The quality and loyalty of their clientele for over 20 years, with 180 million euros of assets under management, growing steadily;
– The know-how and experience of Romain Muraille and Jean-Philippe Merra, Managing Partners, and their team of experts in wealth engineering.
After two dynamic years, Groupe Premium will record a normative growth of +55% in 2021, excluding external growth. Turnover today represents 104 million euros in 2021 and the group expects normative growth in 2022 to be even higher.
Wealth management advice
Valetys is a wealth management consultancy that has been established for over 15 years in Avignon and Montpellier. A multi-disciplinary, local business