Oracle Capital Group, a global independent multi-family office and wealth management company, has entered into a partnership with UK-based specialist HNW broker Portcullis Private Client.
This deal will see Oracle Capital expanding its global presence as well as providing clients with access to multiple HNW and commercial insurance markets in the UK and globally.
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Under the agreement, Portcullis Private Client team will collaborate with Oracle Capital clients to review insurance portfolios, and determine that the insurance is competitively priced and meets their individual needs.
Through this deal, Oracle Capital will also provide HNW clients with specialist mortgage and protection products and services via Portcullis Private Client’s network of financial services partners.
Portcullis Private Client works with a number of UK and International insurance markets, including AIG, Chubb, Hiscox, Aviva, Allianz, Zurich and AXA, Lloyds of London and Compass UK, part of the A J Gallagher insurance group.
Oracle Capital Group chairman Martin Graham said: "We are pleased to partner with Portcullis Private Client as their experience and global reach will become a perfect fit for our one-stop shop proposition"
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By GlobalDataPortcullis Private Client director Darryl Parker said: "We are delighted to be partnering with Oracle Capital to provide a HNW global insurance service."
