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Serge Weinberg and Charles-Henri Filippi join forces to develop their investor services

Weinberg Capital Partners, managed by Serge Weinberg, and Alfina, managed by Charles-Henri Filippi, have reached an agreement to join forces in order to accelerate the growth of their investment and asset-management businesses and develop complementarities between the two activities.

Through this partnership, WCP and Alfina will be able to meet the evolving long-term financing needs of corporates, infrastructure projects and real estate, by offering large investors new products and services which capitalize on the complementarities and expertise of both companies.

Charles-Henri Filippi, President and founder of Alfina, will acquire a 15% stake in Weinberg Capital Partners' management company and will become a partner in WCP. In parallel, WCP will acquire a 34% stake in Alfina and Serge Weinberg will join Alfina's Supervisory Board.

Created in 2008, Alfina is an investment advisory firm that holds a majority stake in Fideas Capital, a portfolio-management company that has more than 200 million euros under management and acts as an adviser on a further 1.5 billion euros in assets managed by third-parties.

Serge Weinberg, founding partner and President of Weinberg Capital Partners, declared: "After the creation of our LBO fund in 2005 and the launch of a real-estate fund, the tie-up with Alfina represents a new stage in WCP's history. Through this innovative partnership, we are extending our activities by developing the numerous complementarities between WCP's investment and real-estate expertise and Alfina's asset-management and advisory expertise. I am delighted by the partnership between our two companies. Charles-Henri Filippi's financial and management experience will be great assets for WCP."


Charles-Henri Filippi, President of Alfina, declared: "I am very pleased about the link-up of Alfina and Weinberg Capital Partners, two entrepreneurial firms whose activities and experience complement each other well. The association between Alfina and WCP extends our know-how in the field of long-term investment and, while respecting the identity of both firms, will allow us to accelerate the growth and development of each of our activities. This partnership strengthens our capacity to advise large investors, to select and build new long-term investment opportunities for them."