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973 Results for wealth-management-clearthought

Clearwater advises Beech Tree backed Advanta Wealth on raising acquisition debt facilities to support growth

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Clearwater advises Aspinalls Group Limited on its sale to HFMC Wealth

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Clearwater advises on the management buy-out of Abbey Wealth Management, backed by Allied Irish Bank

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Clearwater advises UBP on the acquisition of Millennium Banque Privée

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Gaetano Bellelli

Armed with a robust finance background from ESCP Business School and Bocconi, I embarked on a career that led me to an Analyst position at Clearwater. This role is the culmination of a series of enriching experiences in the finance sector, including impactful stints at Morgan Stanley, Reyl, and Mediobanca, where I cultivated a deep-seated passion for M&A and corporate finance. The entrepreneurial spirit I demonstrated by founding Medusa Asset Management Society has been instrumental in shaping my approach to financial analysis and strategy. At Clearwater, I apply this wealth of experience to enhance our team's performance, with a keen focus on mastering the complexities of M&A to deliver unparalleled value to our clients.

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Greg Cant

I am Partner and Head of Financial Services at Clearwater, with nearly 30 years of mid-market corporate finance experience, including 21 years at Rothschild & Co, where I worked on more than 50 transactions spanning acquisitions, disposals, fund raisings and IPOs. Our financial services coverage and experience includes Wealth, Insurance, Private client / Corporate/ Fund administration services, Lending / Leasing / Intermediaries, Payments/FX, Collections and Fintech (WealthTech, InsureTech, RegTech, Software, and Office of the CFO).

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Clearwater UK advises Assystem Technologies on its acquisition of Stirling Dynamics

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Clearwater advises Eurizon and Ersel on raising finance to support the acquisition of Tecnofer

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Clearwater advises Eijgendaal & Van Romondt on its strategic partnership with Söderberg & Partners

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