Monetary product distribution firm Simplicity Group has collaborated with insurance coverage advisory firm Passerelle Companions to increase its portfolio for ultra-high internet value (UNHW) shoppers.
Passerelle is engaged in advising international UHNW shoppers. It additionally companions with skilled advisers in premium finance constructions, bespoke monetary merchandise and wealth administration options.
It additionally gives asset diversification, wealth preservation, wealth switch and legal responsibility administration options.
With the transfer, Passerelle founders Fernando Pou, Victoria Mayer and Chris Daniels have turn into companions at Simplicity.
Simplicity is engaged in offering funding, annuity and life insurance coverage options, gross sales instruments, and advertising and marketing methods to help unbiased monetary professionals, banks, broker-dealers and wealth administration firms.
Simplicity associate and CEO Bruce Donaldson stated: “Passerelle is a well-respected agency which continues to construct on Simplicity’s experience in creating bespoke methods for personal shoppers and expands the corporate’s worldwide attain.
Entry probably the most complete Firm Profiles
in the marketplace, powered by GlobalData. Save hours of analysis. Acquire aggressive edge.
Firm Profile – free
pattern
Thanks!
Your obtain electronic mail will arrive shortly
We’re assured in regards to the
distinctive
high quality of our Firm Profiles. Nonetheless, we would like you to take advantage of
helpful
resolution for your enterprise, so we provide a free pattern which you can obtain by
submitting the beneath type
By GlobalData
“We’re assured that Simplicity’s help and options will support the Passerelle staff as they proceed to offer best-in-class services and products to their shoppers.”
Passerelle managing associate Fernando Pousaid stated that the partnership will assist Simplicity increase its home and worldwide ultra-high internet value progress vertical.
Pousaid added: “We share a typical imaginative and prescient, tradition and work ethic that has repeatedly set us aside within the trade. This can be a important time for us, as we collectively improve our sources, entry and our potential to offer modern options to the market.”
Waller Helms Advisors served as Passerelle’s unique monetary adviser within the transaction.
Passerelle managing associate Chris Daniels stated: “We’re proud to mix forces with Simplicity and leverage the advantages of scale and affect this partnership delivers, creating synergies and worth for our shoppers, exterior companions and staff.”
