B.S.P.I Finance, an independent wealth management consultancy, has joined forces with Groupe Pavillon Prévoyance, a leading provider of social protection and personal insurance based in Bordeaux.
B.S.P.I Finance, nearly 20 years’ experience in wealth management
Founded in 2005 by Laurent Stanek and his partners, B.S.P.I Finance is an independent wealth management consultancy based in Avignon. Thanks to nearly 20 years’ experience and a dedicated team of experts, B.S.P.I Finance has become a player recognized for the quality of its advice and tailor-made solutions, which meet the objectives and constraints of each of its clients, mainly managers of SMEs and ETIs.
In order to pursue the firm’s growth within a structured framework and benefit from enhanced synergies, Laurent Stanek decided to join forces with a major group such as Pavillon Finance, renowned for its financial solidity and innovative mutualist approach. This alliance will enable him to broaden the range of services offered to his customers, while drawing on a larger and more diversified network.
A strategic merger to consolidate expertise
Created through the merger of 9 companies (including the Sofraco Group, France’s leading network of social protection experts), the Pavillon Prévoyance Group is committed to protecting people throughout their lives, by developing solutions to help them live well: social protection, personal and property insurance, family office and real estate. With 100 years’ experience, 90 employees in 8 branches and 74,000 members, the group has established itself as a key player in the health insurance and provident sector.
This strategic alliance enables Pavillon Finance to consolidate its expertise in wealth management consulting. Laurent Stanek joins the group as a member of the management committee of the new Wealth Management division. He will continue to manage his existing clients, and will support the development of the business throughout France.
“When you put the customer’s interests at the heart of everything, it’s important to join a group that has the same value system, and to be assisted by an advisor who understands precisely the personal problems of the manager. Pavillon Prévoyance and Carmine Capital have fully met my expectations, my objectives… and those of my clients,” shares Laurent Stanek, manager of B.S.P.I Finance.
“We are delighted to have supported Laurent Stanek in the sale of his firm to the Pavillon Prévoyance group. This transaction further confirms our position in the highly dynamic wealth management sector,” enthuses Philippe Bloquet, Manager at Carmine Capital.
For more information about this transaction, please contact: Philippe Bloquet, Shamina Hassanaly and Anne-Laure Saint-Marc Girardin.
