Worldwide Asset Management Network
We connect high-quality investment firms with financial institutions, wealth advisory platforms and investors worldwide.
Quality and excellence in selection, execution and service are part of our core beliefs to ensure that we build long-lasting, entrepreneurial business relationships with our clients and Partners, offering them only the best.
Highlights
We are delighted to welcome Litman Gregory, a nationally recognized US wealth and asset management firm, to iM Global Partner’s network.
Founded in 1987, the firm has developed two main business lines: Wealth Management and an outstanding range of multi-managed funds.
This 100% acquisition has allowed us to dramatically increase our US operations.
Press release
At a glance
*Assets under management include Partner assets in proportion to participation.
Performance is born out of people
For years, we have connected high performance investment managers - our Partners - with financial institutions, wealth advisory platforms and worldwide investors.
For years, we have deployed the ambition of ‘connecting the dots’ between all stakeholders to create value for all.
Today we want to voice our ambition, our forward-looking and confident spirit to share our first European communication campaign.
« Performance is born out of people » is the embodiment of who we are, what we do and the unique way of how we do our work.
We have crafted a video that tells you more about our mindset, our vision and our conviction that our common future is vibrant.
Our values
ENTREPRENEURIAL SPIRIT
Longevity
Respect with Challenge
Integrity
A dedicated to active asset management
Strong due diligence capabilities and acquisition expertise allowing the acquisition of long-term participations in some of the best independent traditional and alternative active managers.
Thanks to an experienced business development team, present in 16 locations across Europe and the United States, we provide our clients with access to the best management strategies of our Partners.
Construction, management, oversight and monitoring of diversified ranges of active investment solutions delegated to selected best-in-class investment teams.
Nationally recognized wealth management arm providing US individuals, families and non-profit organizations with high-touch customized guidance, financial planning and investment solutions.
