News

Today, HBC welcomes another member to its group with Hartmann Financial Services GmbH. Hartmann, led by managing directors Julia Drengenberg and René Banaski, brings in a great deal of professional expertise through its specialization in commercial insurance, with a focus on chimney sweep trade, electrical trade, and building energy consultants. The insurance offering covers a...

On July 29, 2022, Preservation Capital Partners signed a definitive agreement to become the institutional backer and majority owner in Hanseatic Broking Center GmbH (“HBC”), the innovative insurance specialist for corporate clients in Germany.  HBC is a manager-owner-led platform aiming to play a leading role in the rapidly changing German insurance sector. The goal is to...

On July 31, 2022, PCP signed a definitive agreement to become the major shareholder of Saltus, one of the highest quality and fastest growing wealth management firms in the United Kingdom. Saltus is a founder-led financial planning and investment management firm that has achieved strong growth in recent years, propelled by a client centric advice...

Today Parmenion announces, subject to regulatory approval, the acquisition of Midlands based EBI Portfolios Ltd (ebi) for an undisclosed sum. ebi manages evidence based, factor tilted, and ESG portfolios and currently administers £1.9bn on 19 platforms for over 150 advisory firms and nearly 7,000 underlying customers.  Like Parmenion, their focus is on reducing cost and...

Founded in 2007, Parmenion is an award-winning provider of investment services and technology solutions for financial advice firms in the UK.Parmenion offers a differentiated and integrated solution including platform technology, custody and discretionary fund management services. Parmenion is a growth leader in its segment, led by one of the best management teams in the sector, exhibiting a strong client-centric corporate culture,...