| Dear *|FNAME|*
I have pleasure in announcing we have accepted an offer to sell a MINORITY stake in our company from Söderberg & Partners who are the largest financial services company based in the Nordic countries.
This partnership is a strategic alliance designed to enhance our service offerings and expand our market presence. We were particularly drawn to Söderberg & Partners innovative approach and strong market position in financial services, technology and their resources running investment funds, which complements our own strengths and client-first ethos.
Why are Söderberg & Partners Investing?
They are looking to expand into the financial services sector in the UK having been very successful in operating in the Nordic countries for many years.
They are particularly keen to assist and support companies to expand services and the customer base using innovative technology resulting in improved efficiencies.
Will the people I deal with change?
No there are no redundancies, we are not moving or merging offices with other companies.
There will be no change to the personnel at Clear.
How will this affect Clear?
From a clients perspective it should be seamless, however Clear will have additional resources to improve customer experience and offer more services.
Who is Söderberg & Partners?
Söderberg & Partners is a significant player in Nordic financial consultancy, offering a range of services like insurance, investment advice, and financial planning. Founded in Sweden in 2004, it has expanded its operations across the Nordic region and beyond. The company helps clients manage risks, plan pensions, handle assets, and navigate employee benefits. Known for its innovative approach, Söderberg & Partners focuses on delivering customized solutions to meet individual client needs.
Will my costs increase?
There will be no change and certainly no increases, however if you are currently invested in the Clear Portfolios we have now gained access to cost effective model portfolios run by Soderberg. We are likely to advise to transfer into these portfolios with a cost saving of at least 30 basis points over the year. On a £100k investment this equates to a £300 saving per annum.
If you require any further information please do not hesitate to contact me on the office number 0208 669 3828 |
