Rhétorès Group
Status
Current
Country
France
Strategy
Mid Cap
Sector
Entry
May-26
Fund
IK X Fund
Website
News
Fast-growing French independent financial advisor
Founded in 2010 and headquartered in Paris, Rhétorès Group (“Rhétorès” or “the Group”) is a fast-growing French independent financial advisor (“IFA”) which mainly serves high-net-worth individuals. The Group provides access to a comprehensive suite of premium financial savings and investment solutions across life insurance and asset classes, such as private equity, real estate and structured products.
Rhétorès has a strong M&A track record, completing 20 transactions since 2022, including the acquisition of Dauphine AM, enabling expansion into direct asset management via five proprietary funds. The Group serves a diversified client base of more than 6,200 high-end clients and employs 55 people across five offices in France, of whom 20 are client-facing IFAs.
IK Partners invested in Rhétorès Group in March 2026, acquiring its stake from the founders, members of the management team and Activa who reinvested as part of the transaction.
What Attracted Us to the Business
- Competitive positioning targeting HNW clients and with strong cross-sell potential
- Impressive growth trajectory with strong M&A track record
- Highly driven management team
- Strong relationships with distributors
Our Value Creation Strategy
We are working alongside management to:
- Further develop the Group’s in-house financial product offering;
- Deliver a targeted digital strategy to broaden brand reach;
- Expand geographical presence within France; and
- Accelerate growth through value-accretive acquisitions.
Quote from Rhétorès Group
“Over the past 15 years we have focused on building a high-quality advisory platform for our clients and we are extremely proud of the progress the team has made. IK’s experience in the French IFA and asset management space, including Valoria Capital and Eres, makes it an ideal partner for this next phase of growth. The team’s understanding of the sector and support for our long-term ambitions will be invaluable as we continue to scale Rhétorès. We would like to take this opportunity to thank the team at Activa for their support so far and look forward to having IK on board.”
Stéphane Rudzinski and Grégory Soudjoukdjian, Co-Founders
