Our Activities

Wealth Management Advisory

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A major player in market consolidation, Groupe Premium welcomes its firms under its Premium CGP entity, adhering to a principle of absolute respect for existing teams and their independence. Today, Premium CGP comprises the companies Leone Kapital, Renard Partenaires, Linard Charbonnel, Groupe Forward, Sefima, Valetys, ID Groupe, Haenggi & Associés, Agami, and Familiance.

Premium CGP:
The Alliance of Wealth Management Expertise Serving Our Clients


Rachel de Valicourt
Directrice Générale Groupe Premium

A major player in market consolidation, Groupe Premium welcomes its firms under its Premium CGP entity, adhering to a principle of absolute respect for existing teams and their independence.

Groupe Premium, through Premium CGP, continues to expand its territorial network and uniquely offers CGP firms the opportunity to become leading regional players. Beyond its territorial reach, our CGP branch aims to enrich its areas of expertise: wealth engineering, financial engineering, multi-family office, consulting for institutions, expatriates, professional athletes, businesses, business leaders, and protected adults.

Our CGP Firms

Agami

Family office in Paris

Agami Family Office, a recognized leader in supporting high-net-worth families and providing tailor-made wealth management.

Familiance

Family Office in Lyon

Forward Group

Specialized Investment Firm

Forward Group supports and advises institutional and private investors.

Haenggi & Associates

Wealth Management Specialist in the Grand Est Region

Haenggi & Associates is a firm specializing in wealth management, a key player in Strasbourg, Mulhouse, Metz, and Reims.

ID Groupe

Wealth management consulting, professional athletes

Specialists in wealth management for entrepreneurs, individuals, and professional athletes.

Leone Kapital

Family office in Paris

Leone Kapital is a Parisian family office that supports entrepreneurs and their families in the implementation of their projects.

Linard Charbonnel

Wealth management specialist in Occitanie

Linard Charbonnel is a firm specializing in wealth management and private wealth management in the Occitanie region.

Renard Partenaires

Wealth Management Specialist in Tourcoing

Renard Partenaire is a firm specializing in wealth management.

Sefima

The Wealth Management Advisory Expert

Sefima, a firm specializing in wealth structuring, financial markets, and rental management, based in the Provence-Alpes-Côte d’Azur region.

Valetys

Tailored Wealth Management

Valetys is a multidisciplinary wealth management firm located in Avignon and Montpellier.