Mergers

Story

Modera Wealth Management merges with Independence Advisors

Modera Wealth Management merges with Independence Advisors

Modera Wealth Management (Modera) and Independence Advisors (IA) merged on 30 December, 2020. The firm now operates under the name of Modera Wealth Management, with combined regulatory assets under management of approximately USD4.4 billion, over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida. 

MERGER

Stanhope Capital Group and FWM Holdings merge to form USD24.2bn wealth management 'giant'

Stanhope Capital Group and FWM Holdings merge to form USD24.2bn wealth management 'giant'

Stanhope Capital Group (Stanhope Capital) and FWM – owner of Forbes Family Trust, LGL Partners and Optima Fund Management (collectively FWM) – have entered into a definitive merger agreement to create one of the world’s largest independent wealth management and advisory firms, overseeing USD24.2 billion in client assets with 135 employees operating in six offices worldwide.