- Brooklyn Artificial Intelligence Research, the parent company of Brooklyn Investment Group, LLC, Announces Strategic Funding from Atypical Ventures, S&P Global, and Asset and Wealth Management Executives
- Six ways advisors can build Canadians’ financial confidence in 2025 and beyond
- Advisory M&A News – 12/31/24
- Merit Financial Advisors acquires Oregon’s Roth Asset Management
- Perigon Wealth Management Onboards $170 Million Harrigan Group Team
Craigs Investment Partners (a leading wealth management firm in New Zealand) announced that private equity firm TA Associates has signed a conditional agreement to make a strategic investment in the firm. Under the terms of the deal, Craigs’ existing employee and director shareholders will retain 50 percent ownership of the Firm, partnering closely with TA.
Bạn đang xem: Craigs Investment Partners Signs Strategic Partnership with TA Associates
This partnership between Craigs and TA aims to enhance Craigs’ position as a leader in the New Zealand wealth management market while enabling its continued expansion. Utilizing over 50 years of experience helping high-quality companies grow, TA will provide deep industry knowledge, strategic resources and a robust global network to accelerate Craigs’ growth strategy.
Xem thêm : Top Five Questions For Financial Markets Heading into 2025
This agreement remains subject to certain approvals being obtained.
KEY QUOTES:
“TA is an ideal partner to support Craigs’ growth ambitions and ongoing commitment to client outcomes given its significant global experience investing in wealth management, and its strong understanding of the regional market. Craigs and TA are aligned on a client-first philosophy and the importance of a personalized approach to wealth management. Client outcomes remain our top priority, and there will be no change in the people or our approach to providing outstanding service to our clients.”
“This is an exciting opportunity that connects our local team with TA’s extensive global experience in wealth management, supporting our ability to deliver enhanced outcomes for clients in an increasingly dynamic environment. Access to TA’s international network, best practices and insights will help us elevate our services while maintaining the personalised approach that sets us apart.”
- Simon Tong, CEO of Craigs
Xem thêm : Vanguard Establishing New Advice & Wealth Management Division
“Over the past 40 years, Craigs has established itself as one of the largest and most respected wealth management firms in New Zealand, offering a comprehensive range of personalised wealth advice and services to its clients. We deeply respect this history and are honoured to support the Firm’s continued growth strategy and commitment to delivering best-in-class client outcomes.”
– Edward Sippel, head of TA Associates Asia Pacific Ltd. and a Managing Director at TA
“TA has a long history of partnering with world-class wealth managers like Craigs. We are excited to collaborate with the entire Craigs team to expand the Firm’s reach, continue enhancing its service offerings, and explore strategic M&A opportunities.”
– Lily Xu, Vice President at TA
Nguồn: https://staredecisis.quest
Danh mục: News
