Monetary product distribution firm Simplicity Group has collaborated with insurance coverage advisory firm Passerelle Companions to develop its portfolio for ultra-high web value (UNHW) shoppers.
Passerelle is engaged in advising international UHNW shoppers. It additionally companions with skilled advisers in premium finance buildings, bespoke monetary merchandise and wealth administration options.
It additionally offers asset diversification, wealth preservation, wealth switch and legal responsibility administration options.
With the transfer, Passerelle founders Fernando Pou, Victoria Mayer and Chris Daniels have change 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 mentioned: “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.
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“We’re assured that Simplicity’s help and options will support the Passerelle staff as they proceed to supply best-in-class services and products to their shoppers.”
Passerelle managing associate Fernando Pousaid mentioned that the partnership will assist Simplicity develop its home and worldwide ultra-high web value progress vertical.
Pousaid added: “We share a standard imaginative and prescient, tradition and work ethic that has constantly set us aside within the trade. It is a vital time for us, as we collectively improve our sources, entry and our potential to supply progressive options to the market.”
Waller Helms Advisors served as Passerelle’s unique monetary adviser within the transaction.
Passerelle managing associate Chris Daniels mentioned: “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.”
