Convergence Network: pooled expertise, preserved independence
Overview of the Convergence network, bringing together 15 wealth management firms in the South of France and 10 local offices.
Founded in 2018, the Convergence network brings together several wealth management firms based in the south of France. This group is built on a simple idea: pooling expertise while preserving the independence of each firm.
The Convergence network brings together experienced wealth management professionals who support their clients across all civil, economic, and tax-related aspects of wealth. With over €400 million in assets under management at the global level, the network has sufficient scale to engage with leading asset management players and offer high-performance investment solutions.
Fifteen firms and specialized partners make up this network, enabling the cross-analysis of insights and the enhancement of strategies offered to clients.
Member firms of the Convergence network are present in several strategic cities in the south of France, ensuring strong proximity to clients across the entire Mediterranean arc — Bouches-du-Rhône, Vaucluse, and Alpes-Maritimes.
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Marseille5 firms
- AGM Consulting
- Suffren Patrimoine
- Financea
- MS Patrimoine
- MCF Patrimoine
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Carry-le-Rouet
- Cap Sud Patrimoine
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Aix-en-Provence2 firms
- Sapiens Invest
- Poitau & Co
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Ventabren
- MG Finance & Patrimoine
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Pertuis
- Morgon Phi
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L'Isle-sur-la-Sorgue
- Finalians
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Pélissanne
- Kardinalis Patrimoine
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Montpellier
- Éminence Patrimoine
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Saint-Laurent-du-Var
- Avenir & Patrimoine
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Nice
- Zéphir Patrimoine Investissements
One of the strengths of the Convergence network lies in its collaborative approach. Member firms meet once a month to share expertise and elevate the quality of wealth advisory.
- Sharing feedback and structuring tailor-made solutions
- Analysis of wealth and tax-related developments
- Meetings with asset management companies and asset managers
- Ongoing training sessions
- Pooling of methods and working tools
- Cross-analysis of insights and enhancement of strategies
This collaborative approach continuously improves the quality of advice and provides increasingly relevant solutions to clients.
The network develops and shares professional tools designed to optimize the efficiency of member firms, providing them with a level of engineering typically reserved for large networks.
- Artificial intelligence — optimization of firm operations and enhancement of the client experience
- Regulatory toolkit — ensuring compliance
- SCPI monitoring toolkit — real-time analysis and selection
- Asset allocation toolkit — construction of optimized portfolios
- Structured products — design of solutions aligned with wealth objectives
- Dedicated wealth funds — investment solutions exclusive to the network
The philosophy of the Convergence network is based on a subtle balance between full autonomy and collective strength — a hybrid model that places the client at the center.
Disclaimer: This article is provided for informational and educational purposes only. It does not constitute personalized investment advice within the meaning of MiFID II. Any figures or examples are illustrative and non-contractual. All investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future performance. Credit conditions may vary depending on the borrower profile, custodian bank and market conditions. Please consult an authorized wealth management adviser before making any investment decision. Sapiens Invest is an independent advisory firm.