eprivateclient

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...


Continue reading this article...


Start a free trial now for access to breaking news of the regulatory environment and legislative change happening in wealth management.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@eprivateclient.com


About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM

Subscribers

eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.

Read more