(Information sent by the signatory company)
The collaboration aims to build on the recent trade agreement on financial services between Switzerland and the United Kingdom
London, January 24, 2024 – NFG Sarl (“NFG”), a global diversified private investment holding company, today announced that its subsidiary NFG Partners SA (“NFG Partners”) has entered into an agreement to acquire a minority stake in Zodiac Partners Ltd. (“Zodiac”). (“Zodiac”), a UK-based securities broker and wealth manager. This strategic investment marks an important milestone for both companies and lays the foundation for a synergistic partnership that will enrich their product offering and improve the overall customer experience. The collaboration aims to build on the recent trade agreement on financial services between Switzerland and the United Kingdom. Leveraging the combination of their services, experience and market knowledge, the two companies aim to create a strategic alliance that will redefine the wealth management landscape for their respective clients. Founded in 2017 by Christopher Panayiotou and Wayne Davis CFA, Zodiac specializes in providing trading, pension fund management and institutional negotiation creating a unique investment house for the professional investor.NFG Partners is a Geneva-based FINMA-regulated asset and wealth management company providing services to corporates, family offices, UNWI and institutional clients, including its parent company, NFG. The agreement allows NFG Partners to increase its equity stake over time, subject to regulatory approvals. As part of the agreement, in addition to providing working and expansion capital, Mr. Zameer Manji, Managing Director of NFG Partners, will join the board of directors of Zodiac Partners and a new General Counsel and a new Chief Operating Officer have been identified, who will be appointed following regulatory approval, further strengthening the Zodiac team, from a legal, compliance and operational perspective. Mr. Manji was excited about the collaboration and stated: “This strategic investment fits perfectly with our growth vision and our commitment to delivering exceptional value to our clients. We are excited about the opportunities this partnership brings us and believe it will further strengthen our position in the wealth management industry.” Wayne Davis, co-founder of Zodiac, added: ” We are pleased to welcome NFG Partners SA as a strategic investor. This alliance strengthens our discretionary management offering, which benefits from its systematic investment approach. By joining forces, we are well positioned to offer an even more comprehensive set of services to our clients.”The completion of the global transaction is subject to FCA regulatory approvals and customary closing conditions.About NFG Sarl NFG Sarl is a global diversified private investment holding company operating across multiple business units including insurance, reinsurance, insurance services, specialty risks and finance, asset management, energy, infrastructure, trade finance and banking, with operations in Europe, the United States , the Caribbean, Asia and Africa For more information: www.nfgsarl.chAbout NFG Partners SA NFG Partners SA is a Geneva-based wealth and asset management company providing discretionary and non-discretionary advisory and bespoke portfolio management services to a global clientele including family offices, corporates, institutions and UNWI. NFG Partners is regulated by the Swiss Financial Market Supervisory Authority (FINMA). For more information: www.nfgpartners.chAbout Zodiac Partners Ltd. Zodiac Partners Ltd is a UK-based securities broker and wealth manager dedicated to offering bespoke financial solutions and personalized services to its clients. With a reputation for excellence and a client-centric approach, Zodiac is poised for sustained growth and innovation in the wealth management and CFD industry. Zodiac is authorized and regulated by the Financial Conduct Authority FRN 806702. For more information: www.zodiacpartners.co.ukIssuer: NFG Partners SA
ContactContact name: Charlotte GreenContact description: NFG SarlContact phone: 44 0 203 983 3304
