Bedell Cristin has represented Advisa, a long-established, privately owned Jersey firm of independent financial advisers, on its merger with Vantage Wealth. The merger involved Polygon Group Limited, the parent company of Vantage Wealth, becoming a significant shareholder in the Advisa Group and Vantage transferring its book of wealth management business to Advisa.
The combined business will operate as Advisa Wealth going forward. The Polygon Group, known as the Polygon Collective, is an independent family-owned investment company that manages a diverse portfolio providing support and unique investments to businesses, sophisticated investors and high net worth individuals.
Bedell Cristin's team, which provided support to Advisa on all legal aspects of the merger process, was led by partner Guy Westmacott and included partner Richard Le Liard and associates Craig Geraghty and Natasha Bairstow.
Trevor Griggs, a director of Advisa Wealth, said: "Bedell Cristin's support on our merger was invaluable. The firm has been our trusted legal adviser for a number of years and has always provided an outstanding, responsive and friendly service."
Guy Westmacott said: "It has always been a pleasure to work with the Advisa team and we were delighted to help them bring this exciting transaction to a successful conclusion. We look forward to supporting the combined operation as it develops into one of Jersey’s leading financial planning businesses."
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Location: Jersey
Related Services: Corporate & Commercial | Regulatory & Compliance
