In the face of massive buyouts and sector concentration, groups of wealth management advisors (CGP) are becoming essential to preserve the independence and competitiveness of firms.

The market for wealth management firms (CGP) is experiencing an unprecedented wave of consolidation: record valuations (15 to 20 times EBITDA), appetite from private equity funds, regulatory constraints… Yet, independent CGPs are resisting and organizing.

👉 Several models coexist:

Associative: like Actualis Associés or La Boétie Patrimoine, which offer a framework for exchanges, regulatory tools, and training.

Commercial: Magnacarta Group or CGP Entrepreneurs, which pool services and resources to support growth.

Hybrid clubs: like Adunéa, which combines flexibility and networking while preserving the independence of its members.

Some players go even further: Rayne supports the creation of new firms, combining logistical support and equity participation.

👉 In this changing landscape, groups appear as a strategic lever: they offer both regulatory security, economies of scale, and development opportunities, without losing the entrepreneurial spirit that drives CGPs.