M and A
Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ Rebrands US Acquisitions
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
IQ-EQ
Investor services group IQ-EQ has rebranded its
US-based firms after a raft of acquisitions in recent months. The
firms that will now take the IQ-EQ name are Blue River Partners,
Constellation Advisers, Concord Trust Company, and Greyline
Partners.
IQ-EQ now offers services including fund
administration, middle office and trade
support, outsourced chief financial office, accounting and
chief operating office work, regulatory
compliance, cybersecurity, IT solutions, open
architecture independent trustee services, tax consulting, and
compliance.
“We are a significant force in the industry and stronger now as
one business than we have ever been before, better able to serve
the US market, as well as global clients, with our
signature, high-touch service. We have significant market
ambition in the US and look forward to exciting times ahead
for our 550+ team,” Mark Fordyce, IQ-EQ’s regional chief
executive, the Americas, said.
