Headquartered in Paris and with offices in Aix-en-Provence and Montpellier, the Forward Group provides day-to-day support to nearly 100 institutional clients and more than 2,000 private investors. Founded in 2014 by Guillaume de Lamaze, now founding partner and executive chairman, the company has 30 employees and advises 15 billion assets, including €600 million already invested. The Forward Group is built around two brands: Forward Finance, which has been specializing in investment advice for institutional clients for over 20 years, and Forward Patrimoine, which specializes in private banking. Therefore, the Forward Group serves two types of clients throughout France: legal entities and institutional investors through Forward Finance, and private investors through Forward Patrimoine.

This new investment in Forward Group will help accelerate Premium Group's growth and recent mergers have created a new department. This acquisition will allow the Premium Group to create a new category within this branch: advisory services for institutional clients.

After a particularly dynamic year in 2021, the Premium Group recorded a normative growth of +55%. At the end of 2021, its revenues amounted to €103.9 million and the group has been experiencing continuous growth for several years. The Premium Group has more than 6 billion euros under management at the end of H1 2022 and aims to represent 10 billion euros under management by 2025. With more than 1,000 employees and independent agents, the Premium Group offers a complete range of solutions for individuals and professionals in the wealth management and insurance sectors.