{"id":5638,"date":"2026-10-05T10:45:56","date_gmt":"2026-10-05T08:45:56","guid":{"rendered":"https:\/\/www.newco-cf.com\/wealth-management-consolidation-a-market-still-in-full-swing-jean-louis-duverney-guichard-newco-corporate-finance-at-patrimonia-2026\/"},"modified":"2026-10-05T10:55:32","modified_gmt":"2026-10-05T08:55:32","slug":"wealth-management-consolidation-a-market-still-in-full-swing-jean-louis-duverney-guichard-newco-corporate-finance-at-patrimonia-2026","status":"publish","type":"post","link":"https:\/\/www.newco-cf.com\/en\/wealth-management-consolidation-a-market-still-in-full-swing-jean-louis-duverney-guichard-newco-corporate-finance-at-patrimonia-2026\/","title":{"rendered":"&#8220;Wealth management consolidation: a market still in full swing&#8221; \u2013 Jean-Louis Duverney-Guichard (NewCo Corporate Finance) at Patrimonia 2026"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; theme_builder_area=&#8221;post_content&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px|||||&#8221;][et_pb_row _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; custom_margin=&#8221;|0px||0px|false|false&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; custom_padding=&#8221;|0px||0px|false|false&#8221; width=&#8221;100%&#8221;][et_pb_column _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_video src=&#8221;https:\/\/www.youtube.com\/watch?v=K-2QysCdogM&amp;feature=youtu.be&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_video][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"font-weight: 400;\">At Patrimonia 2026, Jean-Louis Duverney-Guichard, Founder and Managing Partner of NewCo Corporate Finance, reviews the state of M&#038;A in wealth management. New consolidators are entering the market: mutual insurers, brokers, foreign players, and soon banks. The pre-election year is supporting deal activity.  <\/p>\n<p style=\"font-weight: 400;\"><strong>Key takeaways<\/strong><\/p>\n<ul style=\"font-weight: 400;\">\n<li><strong>Activity remains very strong.<\/strong> Interest in consolidating the wealth management market is not slowing down, despite a sluggish economy.<\/li>\n<li><strong>New consolidators are arriving.<\/strong> After private equity funds, mutual insurers, brokers (Meilleurtaux, April) and foreign players are now stepping in. For example, Corient acquired the multi-family office Letus Private Office. <\/li>\n<li><strong>Banks are turning their attention to independent advisers.<\/strong> They want to partner with large firms. The advisers bring agility and commercial drive. The institutions bring products, balance sheet and financing.  <\/li>\n<li><strong>The pre-election year is speeding up deals.<\/strong>&nbsp;<\/li>\n<li><strong>The environment remains supportive of savings.<\/strong> There is growing recognition that funded pension schemes need to be developed, and higher interest rates are making investments more rewarding.<\/li>\n<li><strong>Valuations are stable but polarised.<\/strong> High-quality assets are &#8220;snapped up&#8221;, while more complex files take longer. Buyers are interested in every segment: distribution, asset management, SCPIs (French non-listed real estate funds). <\/li>\n<li><strong>Investors are more demanding.<\/strong> For a consolidation platform, recurring revenue is no longer enough. It must prove it can integrate its acquisitions, deliver synergies and harmonise its offering. <\/li>\n<li><strong>AI is playing a growing role in analysis.<\/strong> According to a BNP Paribas Cardif survey cited in the interview, 72% of the profession sees it as a largely positive change, though one that calls for closer oversight. At NewCo, AI is used with caution, and only for firm-wide applications. <\/li>\n<li><strong>NewCo news:<\/strong><\/li>\n<ul>\n<li>the LBO of Rh\u00e9tor\u00e8s with IK Partners in 2025;<\/li>\n<li>several transactions under way, including an LBO about to be launched and a regional wealth management firm looking for a strategic partner.<\/li>\n<\/ul>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Patrimonia 2026, Jean-Louis Duverney-Guichard, Founder and Managing Partner of NewCo Corporate Finance, reviews the state of M&#038;A in wealth management. New consolidators are entering the market: mutual insurers, brokers, foreign players, and soon banks. The pre-election year is supporting deal activity. Key takeaways Activity remains very strong. Interest in consolidating the wealth management market [&hellip;]<\/p>\n","protected":false},"author":19,"featured_media":5635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[20],"tags":[],"class_list":["post-5638","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/posts\/5638","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/comments?post=5638"}],"version-history":[{"count":2,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/posts\/5638\/revisions"}],"predecessor-version":[{"id":5640,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/posts\/5638\/revisions\/5640"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/media\/5635"}],"wp:attachment":[{"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/media?parent=5638"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/categories?post=5638"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newco-cf.com\/en\/wp-json\/wp\/v2\/tags?post=5638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}