Shearman & Sterling advised Groupe Premium on the contemplated acquisition of a stake in the asset management firm Linard Charbonnel. The transaction allows the firm to expand its asset management department.

Groupe Premium is a leading French player in wealth and insurance solutions and asset management, serving individuals and professionals since 2000. Chaired by Olivier Farouz, the group is made up of three main companies with complementary expertise. This integration follows those initiated last year and constitutes the Asset Management Advisers branch, bringing the assets under management of the Premium Group to more than €6 billion.

Leader in the Occitanie and South-West regions, Linard Charbonnel, created in 2010, operates throughout France from its headquarters in Toulouse. With more than €215 million in assets under management, the firm has an innovative and selective portfolio of investment solutions that positions it as a premium provider of wealth management and insurance solutions.

The Team