Weinberg Capital Partners

Investment year
2022
Lead team
L. Mestre
D. Fotopoulos
P. Cordahi

patrimone.com
  • Expertise
    LBO
  • Fund
    WCP#3
  • Status
    In portfolio
  • Geographical area
    France/Europe
  • Business sector
    Insurance

Our approach

Created in 2005, Patrim One is one of the top twenty French brokers. The company offers a comprehensive range of services for the protection of its clients’ personal and professional assets (residences, works of art, precious objects, vehicles, boats, holdings, real estate assets, companies).

“The foundation of our Group is based on the values shared by all those who work within it. These are the values that guide our actions in the interest of providing our clients with ever better support through our specialist brokerage solutions.”
Rémi Béguin – President

Key   figures

A company with a commitment

Patrim One is a committed company, particularly through its choices and its involvement in associations such as Croissance Plus and the AFFO (French Family Office Association). Its growth has only been possible each year in a responsible manner in keeping with its choices and commitments. For example, for several years it has adopted electronic data management to avoid the use of paper as much as possible, and teleworking to allow a balance between personal and professional constraints and to limit travel. The care given to its premises contributes to the well-being of the employees within the company. The attention it pays to its teams in order to foster a climate of trust, collective work and the company’s culture are examples of this.