This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by MergersUS Inc. or any other third party regardless of whether such security, product or service is referenced in this website. Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction.MergersCorp M&A International franchising program is not offered to individuals or entities located in the United States.
The franchising program is offered by MergersUK Limited a UK Company with registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
This organization merges traditional and innovative asset management strategies through partnerships with financially stable custodian banks and international financial platforms. Renowned and trusted global custodian banks and financial institutions ensure financial security for clients, while competitive pricing and advanced digital technologies are provided by financial platforms.
The mission is to assist clients in managing and safeguarding their wealth. By considering each investor’s unique profile, a tailored financial plan is developed, and funding is secured to protect and enhance the client’s portfolio value.
Investment focuses exclusively on traditional, well-established products with high liquidity, leveraging the most efficient modern technologies.
Keypoints
Approx.350-450 customers;
Mainly Europeans (No Russians);
Managing approx. EUR 350M Assets Under Management (“AUM”);
Service
Discretionary Mandates: The Discretionary Portfolio Management service allows clients to fully leverage the investment knowledge and experience of the firm. In these mandates, the firm takes responsibility for decision-making and provides clients with periodic reviews on the progress of their portfolios. The team continuously monitors portfolios and positioning, recognizing that the investment outlook can change rapidly. Adjustments to investment portfolios are made as necessary, always in alignment with each client’s objectives and profile. Within the Discretionary Portfolio Management service, two distinct discretionary portfolios are offered: one that invests in mutual funds, stocks, and bonds, and another that focuses solely on exchange-traded funds (ETFs), tailored to each client’s investment risk profile. Additionally, clients receive a comprehensive review of their portfolio on a monthly basis.
Advisory Mandates: The Advisory Asset Management service is designed for clients who wish to be actively involved in each investment decision or prefer to closely monitor the transition of their portfolios. Any changes to the portfolio require prior approval from the client. Upon selecting this service, a personal investment manager will be assigned to the client, providing advice on investments and addressing any additional requirements. Experienced professionals will assist the client in making final decisions that align with their objectives. The service offers a proactive approach, with recommendations provided for each asset class following thorough analysis, which will be communicated regularly. Additionally, clients will receive regular reviews and insight regarding all aspects of their portfolios.
Please be advised that, in order to maintain confidentiality, the company has been associated to Luxembourg. However, the actual management and licensing operations are conducted in a different EU country. Thanks for your understanding.
