(Boursier.com) — The Patrimmofi group has just integrated the Lyon firm Covaleurs, which represents 180 million euros in financial assets. The two partners, Marc-Olivier de Bazelaire and Pierre Joron, take a stake in the group and join the teams as “associate business leaders”.
The Office patrimonial Covaleurs, present in Lyon and Dijon, relies on a global approach in legal and financial matters which aims to meet the expectations of a large clientele of entrepreneurs, professionals, and wealthy individuals in the investment and monitoring their assets.
Georges Nemes, President of the Patrimmofi group, declares: “The group had already been present in Rhône Alpes since the integration in 2021 of the company ICF managed by Guy Roos. The synergy between the teams, the complementarity of expertise and our common vision have contributed to the group’s growth and success. This new merger further underpins our development strategy around the diversification of the offer and customer satisfaction”.
Guy Roos, ICF Founding Manager, partner of the Patrimmofi group, adds: “I am very happy with this great operation with Covaleurs, which, thanks to the rapprochement of the teams, will allow the Patrimmofi group to have a center of excellence in the Lyon region. , with about fifteen people”.
Marc-Olivier de Bazelaire and Pierre Joron, partners of Covaleurs, are also delighted with this alliance: “We feel in perfect harmony with the Patrimmofi group, endowed with strong human values and expertise. We intend to put our experience and knowledge – to serve common projects and thus accelerate the rise of the group”.
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