Investors Trust and QB Partners have entered into a strategic partnership that will help with tax, trust, estate, pension, domicile, cross border and other holistic planning issues.
This partnership aims to provide professional advisers with practical, accessible and solutions-driven technical support, the press release said.
David White, Managing Director of QB Partners said: “QB Partners has grown the consultancy side of its business significantly in recent years . Our technical consultants are all from life assurance backgrounds and have a combined experience of over 200 years in this sector, so we are a great fit for life assurance companies who wish to outsource their technical support. QB Partners are completely independent and in addition to providing support to several life assurance companies, we also work with investment platforms, pension and trust providers as well as directly supporting financial advisers, so we have a genuinely 360 degree view of the cross border market.”
By joining forces, “both companies are able to combine their years of experience and expertise to collaborate and bring High Net Worth clients the best financial advice while providing advisers independent support allowing them to deliver top quality service and products”, the memo adds.
“All of this means that Investors Trust and QB partners can provide our advisory network with all the support they need for HNW client issues and consolidates ITAs leading position and continues our commitment to grow the business further in the next 20 years,” said Ariel Amigo, Chief Marketing Ocer and Distribution Ocer at Investors Trust.
Investors Trust and QB Partners are thrilled to work together in order to enhance the clients and advisers experience, the companies pronounced.
“It is their success and years of experience that have characterized QB Partners in the field over the past 13 years”, the memo concluded.
