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- The worldwide network now includes several leading firms in the U.S including: Polen Capital, Dolan McEniry, Scharf Investments and Litman Gregory.
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Philippe Couvrecelle, CEO and founder of iM Global Partner, states: “We are pleased to welcome IK Investment Partners and Luxempart alongside Eurazeo and Amundi, which have been accompanying and supporting us since the beginning of this great adventure.
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iM Global Partner is a global asset management network built on trust, respect and integrity, scouring the globe for the most talented independent investment companies.
We exist to uncover and bring you the very best investment talent from around the world. Our carefully selected network of ambitious and entrepreneurial asset manager Partners combines long-term track records, consistency and independence of thought to deliver successful outcomes for clients.
Mar 9, 2021 · France’s iM Global Partner is buying asset manager Litman Gregory as part of its push to expand in the U.S., a deal that will bring its total assets to $24 billion.
- Christine Idzelis
With Litman Gregory being part of iM Global Partner since 2021, Jack was appointed Director - Portfolio Management, Head of Fixed Income Strategies before being promoted to US Asset Management CIO in September 2023.
iM Global Partner has entered into a definitive agreement to acquire Litman Gregory, a nationally recognized wealth and asset management firm. Read the full press release.