Groupe Valoria Capital is a French financial advisory and asset management group serving families, private clients, business leaders, companies and investors. With more than 300 employees, over 10,000 clients and 28 locations across France, it brings together specialist expertise to address a wide range of financial and wealth needs. Its private wealth services include wealth engineering, financial and real estate investments, tax optimisation and support with succession and family office matters.

Through its asset management activity, the group offers open and dedicated fund management, discretionary mandates and market analysis. For businesses, it provides tailored cash management solutions and advice on optimising treasury, alongside employee benefits such as group health and protection cover, executive insurance, employee savings and retirement plans. Its M&A advisory team supports company sales, acquisitions, external growth and entrepreneurial succession.

Valoria Capital describes its approach as tailored and relationship-led, guided by expertise, engagement, care and ambition. The group says it works with a network of selected partners to develop solutions suited to clients’ objectives and circumstances