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Stanhope Capital Group and FWM Holdings announce merger
Other - NOVEMBER 25, 2020

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Stanhope Capital Group and FWM Holdings announce merger

by Released

Stanhope Capital Group and FWM Holdings — 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 $24.2 billion in client assets with 135 employees operating in six offices worldwide.

Upon closing of the transaction, Stanhope Capital and FWM will operate as a single company for all intents and purposes, particularly in the area of investment research and strategy, but they will retain their respective names under the Stanhope Capital Group umbrella.

To read the full release, click here.

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