Announced
Completed
Financials
Tags
Single Bidder
Majority
Acquisition
Completed
Asset Managers and Custodians
asset and wealth management
Mexico
Private Equity
Friendly
Cross Border
Private
Synopsis
Stratos Wealth, an SEC registered investment advisor, completed the acquisition of a majority stake in NSC Asesores, a provider of asset management services, from Julius Baer Group. Financial terms were not disclosed. "More than 30 years ago, I founded NSC with a belief that independent and objective financial advice for our clients would drive incredible growth for our team and our clients. As we look ahead to the next 30 years, we are excited to collaborate with Stratos and Julius Baer in support of our strategic objectives in Mexico and around the world," Claudio Nunez, NSC Asesores founder and CEO.
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