Union Financiere de France Banque: management transactions · France · AMF

About Union Financiere de France Banque

UNION FINANCIÈRE DE FRANCE BANQUE (UFF), identified by ISIN FR0000034548, is a French reference player in wealth management advisory. The company was founded in 1968 by Guy Charloux, with support from major financial institutions of that period, and adopted the Union Financière de France name in 1978. Once listed on the stock market, it has undergone significant changes in ownership and strategic positioning over the decades. Following the simplified tender offer launched in late 2022, ABEILLE ASSURANCES HOLDING came to hold nearly all of the share capital, with the stated goal of strengthening industrial synergies and supporting the group’s transformation. UFF specializes in advising private clients, business owners and families looking to build, diversify or transfer wealth. Its business model is based on an open-architecture approach, meaning it selects solutions from external partners while also relying on in-house expertise. The group distributes products and services covering financial savings, life insurance, retirement planning, estate and wealth engineering, protection solutions, mortgage lending and, more broadly, the civil, tax and social optimization of personal wealth. Its organization is structured around several entities, including UFIFRANCE PATRIMOINE, which handles commercial activity and the adviser network; UFIFRANCE GESTION, which acts as insurance broker and real estate agent; CGP ENTREPRENEURS, focused on partnerships with independent wealth advisers; and MYRIA ASSET MANAGEMENT, a fund management company authorized by the French Financial Markets Authority. This structure reflects an integrated approach combining distribution, engineering and asset management capabilities. UFF stands out for its specialist positioning in wealth advisory, with an exclusively French client base and a long-standing proximity-driven sales model. For many years, the company has been recognized as a wealth management advisory bank, emphasizing personal relationships and adviser expertise. Its headquarters are located in Paris on Avenue d’Iéna, and its commercial network covers the whole of France, enabling it to serve a nationwide clientele through a significant field presence. Recent notable developments include the capital restructuring around Abeille and the ongoing modernization of information systems and operational processes across the group. UFF therefore remains a well-known French wealth management brand, combining historical heritage, regulated expertise and a gradual evolution toward a more integrated model within the Abeille perimeter.