Founded in 2000, Equitis is the French leader of fiduciary services and one of the main French alternative fund management companies, authorized as an AIFM by the French high financial authority, the Autorité des Marchés Financiers (AMF). The company, which registered a growth of more than 30% of its turnover in 2015 and whose assets under management (AUM) now reach € 2.5 billion, plans to double its AUM within the next three years, pushed by the growing market demand for outsourced fund management, as well as for fiduciary services.
With this merger, SGG pursues the implementation of its international business development strategy, aiming to expand its range of services and strengthen its offering to institutional investors in all countries where the company operates.
The pooling of Equitis’ expertise and SGG Group’s international network will allow the development of fiduciary solutions in many new countries.
Stéphan Catoire and Philippe Bertin, co-founders of Equitis explained “Joining forces with SGG, an international group, will allow us to expand our expertise in a more swift and complete fashion, in France and beyond. SGG as Equitis, has been created and is managed by passionate entrepreneurs who are in the frontline in the daily management of their firm, and above all, by their clients’ side.”
Serge Krancenblum, SGG’s Group CEO continued “We are pleased to find in Equitis a company and team that are leaders in their market on lines of services that are essential for our Group; as well as a development platform to support our clients in France. From the first meetings we had with our new partners, we found a perfect complementarity between our two companies in terms of ambitions, strategy, service lines, and above all, corporate culture and human potential. The founders and senior managers of Equitis have the same vision and the same growth ambitions as we do. They are also equally passionate about their business and excellent quality of service.”
SGG Group is a European leader of investor services which include administrative and accounting solutions to investment funds, multinational corporations and family offices. Our flat management structure and our top management’s hands-on approach allow for quick decision making and an efficient escalation process whenever needed. In an industry where time is critical, responsiveness at all levels of the organization is essential for our clients and for our trademark.
For more information on SGG Group, please visit www.sgggroup.com
In fifteen years, Equitis, a management company founded by three asset management experts, has developed a recognized practice in funds and trusts management. Its key differentiators: a proven track record, with over 30 funds implemented and/or managed, as well as the sale of over 300 participations. The scope of its offering, both in funds and trusts management, allows Equitis to meet the needs of management companies, banking institutions and investment teams of national and international institutions.