Designed to help with a ‘comprehensive succession and acquisition solution’
‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’
No new accounts can be opened and it will close on 12 September
Follows significant financial backing from Marlborough
Makes first investment into one of its partner firms
Powered by SS&C Technologies Holdings
Succeeds current investor Sovereign Capital Partners
UK expected to remain a financial hub
Expects to onboard maximum of four partners per year