The Invest Securities Group is now adopting a new identity and combines all of its businesses under the trade name Allinvest. This new name illustrates the dimension taken on by the company since 2014 (accelerated development, internationalisation, takeovers and diversification) and marks the move to a new stage in its development. Allinvest thus confirms its positioning as an independent and multi-expert finance company covering the businesses of brokerage, corporate finance, wealth management and crowdfunding.
Marc-Antoine Guillen, Chairperson of Allinvest, explained: “The rapid growth of the group in recent years has led to a fragmentation of trade names. This new tradename identity marks for us a decisive stage in the development of the services that we provide to entrepreneurs, managers and shareholders who we assist in all the stages of growth of their companies and in wealth management challenges. This new positioning allows us to reinforce our synergies to offer a global service to our customers, always based on strong expertise in advice, analysis and in the upmarket financial services accompanied by a requirement for excellence in the execution. »
Historically the leading player in the property and health sectors, the finance company Allinvest has consolidated in recent years its expertise in each of the businesses of the group:
After having integrated the former teams of Dexia in 2014, the Invest Securities division, the leading listing sponsor (in number of operations) on the Euronext and Alternext markets of Paris, Brussels and Amsterdam, recently strengthened its teams in the field of new technologies, retailing, luxury goods and the media and currently follows more than 120 stocks.
For its part, the Corporate Finance division has benefited from its merger with L’Lione & Associés, a mergers-acquisitions (M&A) boutique specialising in midcaps, to create a division with 25 professionals dedicated to financial engineering advice for listed or unlisted companies and their family or financial shareholders. The team has carried out more than 350 operations since 2006, of which nearly fifty internationally (essentially in Asia, the United States and Europe).
Already consisting of Amplegest (a management company operating 3 businesses: private wealth management, Family Office and Asset Management for a clientele of company bosses), the wealth management division of Allinvest was expanded in 2016 to include Sully Patrimoine Gestion (the result of the merger with Craigston Finance, 2020 Patrimoine and Sully AM), allowing it to thus have €1.2 billion of assets under management.
Lastly, PRE-IPO, a crowdfunding platform created by Invest Securities, has allowed investors since 2016 to participate in the last round of financing of growing SMEs a few months before their stockmarket listing.
In line with this new positioning, the group is expanding its Paris premises on Boulevard Haussmann to receive its total workforce of more than 110 employees and to thus optimise the synergies for the benefit of its customers.