Acquisition of Expert and Finance : new stage in the development of the Group Crystal

Paris, June 1, 2017 – Group Crystal specialized in consulting and distribution of assets solutions global announces the acquisition of Expert & Finance. The goal is clear : become the brand of reference in the market of the wealth management and independent investment advice within five years. A realistic ambition, thanks to the participation of a group OFI up to 34 % of the capital.

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“In the Face of constant changes of the market, the fundamental issue is to rely on the three levers of growth : a value proposition is distinctive, the quest of the critical size and the digital at the heart of the system. The acquisition of Expert & Finance is a real opportunity for us and promises a bright future to the Group. We will be able to quickly provide a range of efficient solutions to strong added values. ” explains Bruno Narchal, Chairman of the Group, Crystal.

The meeting of know-how recognized

The Group Crystal is expanding its skills and know-how through the acquisition of Expert & Finance. For the past 30 years, the consulting company wealth management partner of the profession of accountants advises entrepreneurs and the liberal professions in the management of their assets. The new set brings together multidisciplinary expertise recognized in all the business expertises : engineering, assets, insurance, social protection, real estate, credit, etc. and thus allows the contact to all clients in France and abroad.

With this acquisition, the Group Crystal becomes a key player in the management of assets with the objectives to 5 years to double its assets and put in place a hub of heritage of the multi-channel.

OFI as an accelerator of development

Founded in 1971, OFI Asset Management is among the most important French management companies in terms of assets managed, with 68 billion euros of assets under management at the end of march 2017. OFI developed an expertise in both collective management and discretionary management of assets of listed and non-listed and offers a range of solutions and services tailored to the needs of a diverse clientele.

The Group OFI, wishing to increase its presence on the retail market, decided to contribute to the development of the Group, with Crystal, making a decision of participation up to 34%. This new partnership complements those of The French-thus preserving the independence of the Group Crystal.

In the framework of this transaction, the Group Crystal was advised by Largillière Finance.

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