• Ui Investissement took a minority stake in wealth manager CapExpertis to support its next phase of growth.
• The investment formalizes the ownership transfer from Régis Feuvrier to CEO Nicolas Vieille.
• CapExpertis targets organizational scaling, adviser hiring, and bolt-on acquisitions in Bourgogne-Franche-Comté.
• The firm has 18 staff, about 2,000 clients, over EUR 200 million in assets under management.
• CapExpertis reported EUR 73 million in net inflows over the past two years.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ui Investissement SAS published the original content used to generate this news brief on September 14, 2026, and is solely responsible for the information contained therein.