Groupe Magnolia, an independent leader in loan insurance, entered the wealth management sector by acquiring a 51% stake in Cheval Blanc Patrimoine, a leading private wealth management firm founded in 2014.
This strategic transaction marked a key milestone in the group’s diversification, which already supports over 400,000 policyholders through a B2C and B2B brand ecosystem.
Groupe Magnolia advisors:
- Legal: Coblence avocats (Grégoire Lepigeon, Matthieu Paya)
Cheval Blanc Patrimoine advisors:
- Legal: CAP InSight Avocats (Chadi Sleiman, Stéphanie Rouault)
