Allinvest* represents a combination of skills for an overall financial advisory service at the service of entrepreneurs and their shareholders. Its mission is to provide a reference service to its customers. Its teams provide strong expertise in advice, financial analysis and in upmarket financial services, with the desire for excellence in the execution.
Le Corporate Finance
Invest Corporate FinanceAn expert and creative vision of investment banking
Invest Corporate Finance exercises the activities of advice in financial engineering for listed or unlisted companies and their family or financial shareholders.
+300 operations carried out in corporate finance since its creation
A stockbroker, Invest Securities is an investment services provider approved by the Bank of France. Since 2006, Invest Securities has become on the leading players in investment services for funds and managers. Its financial analysis office is recognised notably in the Property and Biotech sectors.
Its Issuer Marketing department offers a service of global and qualitative assistance in the framework of introduction to investors and corporate access.
First listing sponsor (in number of operations) on the Euronext and Euronext Growth markets in Paris, Brussels and Amsterdam
Financière AmplegestExigency in action
Amplegest is an asset management company that assists the development of the private wealth of company bosses through 3 businesses:
- Wealth management
- The Family Office
- Asset Management
All of the activities of Amplegest are approved by the AMF.
+ €1,4 bn of assets under management
Sully Patrimoine GestionThe portfolio management company recognised for its stockmarket expertise
In 2016, Invest Securities Holding created Sully Patrimoine Gestion, the fruit of the merger of three wholly-owned management companies, characterised by the stockmarket expertise of its employees, its management independence and the availability of its teams. Within Allinvest, Sully Patrimoine Gestion has strengthened the private wealth management business with complete independence.
Approved by the AMF, our managers have been experts in financial markets for more than 30 years.
PRE-IPO is a crowdfunding platform that allows participation in the last round of financing of high-growth SMEs a few months before their stockmarket listing.
The investment platform is operated by Invest Securities. The companies presented on the site are selected by experts for their eligibility for an IPO
The promise of value of PRE-IPO is a clause for liquidity within a maximum of two years. The preferred withdrawal is that of an IPO, but other withdrawals can be envisaged like sale to an industrialist, LBO, purchase of minorities by one shareholder, etc.