IQ-EQ enters US private wealth market with acquisition

News Team, 08/04/2021

Steve Sokić

Global investor services firm IQ-EQ has agreed to acquire US based independent trust company Concord Trust Company.

The transaction is subject to state regulatory approval from the South Dakota Division of Banking, where Concord is headquartered.

This is IQ-EQ’s first acquisition within the US private wealth space and follows the firm’s acquisitions of US-based Constellation Advisers...

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