Anzeige
Mehr »
Sonntag, 06.07.2025 - Börsentäglich über 12.000 News
LiquidLink startet Bitcoin Lightning- und XRP-ILP-Nodes - Aufbau des Rückgrats der tokenisierten Finanzwelt
Anzeige

Indizes

Kurs

%
News
24 h / 7 T
Aufrufe
7 Tage

Aktien

Kurs

%
News
24 h / 7 T
Aufrufe
7 Tage

Xetra-Orderbuch

Fonds

Kurs

%

Devisen

Kurs

%

Rohstoffe

Kurs

%

Themen

Kurs

%

Erweiterte Suche
ACCESS Newswire
401 Leser
Artikel bewerten:
(1)

Focus Financial Partners: Focus Partner Firm Connectus Wealth Advisers Expands Into Canada

GAVIN Hockey Wealth Specialists to Join Connectus, Establishing Connectus' Presence in the Canadian Wealth Management and North American Athlete Markets

NEW YORK, NY / ACCESSWIRE / July 23, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which GAVIN Hockey Wealth Specialists ("GAVIN"), a registered portfolio manager and investment adviser based in Toronto, will join Connectus Wealth Advisers ("Connectus"). This transaction is expected to close in the third quarter of 2021, subject to customary closing conditions.

GAVIN is an independent, multi-family office that provides customized financial planning, investment and business management services to professional hockey players in Canada and the United States. Based in Toronto, the firm specializes in working with these athletes at all stages of their careers, helping them to achieve financial security through an integrated approach to investing, tax and estate planning, and risk and cash flow management, among other services. For nearly eighteen years, GAVIN's expertise in these areas has helped the firm create a long-standing and loyal client base and a well-recognized brand name.

"Since our business was founded in 2003, we have been committed to growing and defending our clients' wealth, while expanding and strengthening our leadership in the hockey market," said Stew Gavin, President and Co-Founder of GAVIN. "Becoming part of Connectus allows us to advance these goals and to focus even more deeply on our clients, while maintaining our highly customized and specialized service model."

"It will also enable us to achieve substantial operating efficiencies by leveraging Connectus' shared infrastructure," added Matthew Bacchiochi, Vice President and Co-Founder of GAVIN. "Equally important, we will benefit from Focus' scale advantages, specialized expertise and resources to enhance our client experience and expand our business into other professional athlete markets,"

"We are thrilled to welcome the GAVIN team to Connectus," said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. "This transaction marks the expansion of Connectus into the Canadian wealth management market and the ninth firm to join Connectus since it began to extend its business internationally late last year. We could not be more excited to partner with a firm that has such a strong entrepreneurial and client-centric mindset, reinforced by an outstanding reputation and high brand visibility. The addition of a firm of GAVIN's caliber is further evidence that Connectus' differentiated value proposition is resonating strongly worldwide, and will complement its presence in the United States, Australia and the United Kingdom."

Blair Franklin Capital Partners, a Toronto-based M&A advisory firm, served as financial advisor to GAVIN for this transaction.

About Focus Financial Partners Inc.

Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

About Connectus Wealth Advisers

Connectus is a global consortium of client-centric advisers that deliver comprehensive wealth management advice through access to expanded services, shared resources and best practices. Connectus exemplifies the spirit of partnership and collaboration, yet celebrates the entrepreneurial mind-set of its advisers. Connectus is designed for founders and teams who want to continue to manage their client relationships and maintain their boutique cultures, while gaining the operational efficiencies of shared infrastructure and access to expanded client service capabilities.

Through Focus, Connectus advisers gain a strategic growth partner with specialized expertise. They benefit from Focus' scale and extensive network, continuity planning, insights and best practices. Focus is also a source of permanent capital to accelerate growth and enhance business and client outcomes. For more information, please visit www.connectuswealth.com.

Cautionary Note Concerning Forward-Looking Statements

This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the Securities and Exchange Commission.

Investor and Media Contacts

Tina Madon
Senior Vice President
Head of Investor Relations & Corporate Communications
Focus Financial Partners
P: +1-646-813-2909
tmadon@focuspartners.com

Charlie Arestia
Vice President
Investor Relations & Corporate Communications
Focus Financial Partners
P: +1-646-560-3999
carestia@focuspartners.com

SOURCE: Focus Financial Partners



View source version on accesswire.com:
https://www.accesswire.com/656766/Focus-Partner-Firm-Connectus-Wealth-Advisers-Expands-Into-Canada

© 2021 ACCESS Newswire
Zeitenwende! 3 Uranaktien vor der Neubewertung
Ende Mai leitete US-Präsident Donald Trump mit der Unterzeichnung mehrerer Dekrete eine weitreichende Wende in der amerikanischen Energiepolitik ein. Im Fokus: der beschleunigte Ausbau der Kernenergie.

Mit einem umfassenden Maßnahmenpaket sollen Genehmigungsprozesse reformiert, kleinere Reaktoren gefördert und der Anteil von Atomstrom in den USA massiv gesteigert werden. Auslöser ist der explodierende Energiebedarf durch KI-Rechenzentren, der eine stabile, CO₂-arme Grundlastversorgung zwingend notwendig macht.

In unserem kostenlosen Spezialreport erfahren Sie, welche 3 Unternehmen jetzt im Zentrum dieser energiepolitischen Neuausrichtung stehen, und wer vom kommenden Boom der Nuklearindustrie besonders profitieren könnte.

Holen Sie sich den neuesten Report! Verpassen Sie nicht, welche Aktien besonders von der Energiewende in den USA profitieren dürften, und laden Sie sich das Gratis-PDF jetzt kostenlos herunter.

Dieses exklusive Angebot gilt aber nur für kurze Zeit! Daher jetzt downloaden!
Werbehinweise: Die Billigung des Basisprospekts durch die BaFin ist nicht als ihre Befürwortung der angebotenen Wertpapiere zu verstehen. Wir empfehlen Interessenten und potenziellen Anlegern den Basisprospekt und die Endgültigen Bedingungen zu lesen, bevor sie eine Anlageentscheidung treffen, um sich möglichst umfassend zu informieren, insbesondere über die potenziellen Risiken und Chancen des Wertpapiers. Sie sind im Begriff, ein Produkt zu erwerben, das nicht einfach ist und schwer zu verstehen sein kann.