(Boursier.com) — Delta Finance, a wealth management consultancy firm located in Montargis and Paris, is joining Laplace, the private wealth management division of Crystal, a leader in the consolidation of the sector in France.
Founded in 1991, Delta Finance is a wealth management firm supporting 400 families for 210 ME in entrusted assets. It operates from Montargis and Paris, with an influence throughout the Ile de France and in the Loiret.
The firm more specifically supports two client segments:
– A clientele of business leaders and liberal professions, active or retired, with a global approach of the private management type, even family office for its largest clients;
– A clientele of vulnerable people and protected adults.
Delta Finance is managed by Philippe Gaucher, its founder and two partners, Didier Mareil and Vassili Levaray. They join Laplace, which is thus strengthening in Ile de France and after Bourges and Tours completes its territorial presence in the Center-Val-de-Loire.
“We chose to join Laplace for the quality of its project: bringing together the best entrepreneurs in the sector and continuing to move the CGP business upmarket,” said Philippe Gaucher, President and Founder of Delta Finance.
For Jean-Maximilien Vancayezeele, Managing Director of Crystal, “Philippe Gaucher and his team have a very qualitative vision of the CGP business, making our rapprochement evident and allowing us to strengthen our territorial network in a region where we are already present”.
“Carried out by mutual agreement, this operation is the 23rd in less than two years. This dynamic results from the strong attractiveness of our partnership allowing the best CGPs to join a leading project, unifying and respectful of private clients” adds Benjamin Brochet, Director General Delegate of Crystal.
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