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Monetary product distribution firm Simplicity Group has collaborated with insurance coverage advisory firm Passerelle Companions to increase its portfolio for ultra-high internet price (UNHW) shoppers.
Passerelle is engaged in advising world 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 turn out to be companions at Simplicity.
Simplicity is engaged in offering funding, annuity and life insurance coverage options, gross sales instruments, and advertising methods to help impartial monetary professionals, banks, broker-dealers and wealth administration corporations.
Simplicity companion 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 assist the Passerelle crew as they proceed to offer best-in-class services to their shoppers.”
Passerelle managing companion Fernando Pousaid mentioned that the partnership will assist Simplicity increase its home and worldwide ultra-high internet price progress vertical.
Pousaid added: “We share a standard imaginative and prescient, tradition and work ethic that has constantly set us aside within the business. It is a important time for us, as we collectively improve our assets, entry and our skill to offer progressive options to the market.”
Waller Helms Advisors served as Passerelle’s unique monetary adviser within the transaction.
Passerelle managing companion 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 crew.”
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