Charles Monat Associates 向韋萊韜悅 (Willis Towers Watson)旗下業務進行收購

新聞稿 - 香港

只提供英文版本

2017年5月9日

The management of Charles Monat Associates (CMA), one of the largest independent life insurance practices in Asia, announced today that it has agreed to a management buyout (MBO) for CMA to acquire 100 percent of the Global Wealth Solutions business of Willis Towers Watson (NASDAQ: WLTW), the leading global advisory, broking and solutions company, subject to regulatory approval.


Following the MBO, Charles Monat Associates will have more than 130 employees worldwide with offices in Hong Kong, Singapore, Miami, Zurich and Liechtenstein. According to CMA’s Global CEO, Yves Guélat, the MBO will create a unique business structure for servicing the increasingly complex financial needs of wealthy families and businesses. As part of the MBO, CMA will have an arrangement with Willis Towers Watson for ongoing access to, and sales of, services and insurance products globally.


“CMA is a highly evolved business with a 46-year history. We work with some of the wealthiest families via our offices in Asia and around the world. As an independent firm with an ongoing business relationship with Willis Towers Watson, we will be even better positioned to deliver wealth protection strategies catering to the very specific needs of our high net worth individual clients,” said Guélat.

 

Charles Monat, Chairman and founder of the company, said: “I am delighted to be part of the company’s growth and expansion and pleased to see the firm continue to serve several generations of clients worldwide.”
 

Adam Garrard, Head of International at Willis Towers Watson, said: “Willis Towers Watson supports the CMA management team’s vision for its future growth. CMA is a leader in this unique client segment because of its rich history in Asia and beyond. Willis Towers Watson is pleased to have agreed an ongoing business relationship with CMA which we believe gives our respective clients access to one of the most unique insurance offerings in the market.”

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