Montpelier, the West Midland independent financial advisers, have merged with Isle of Man-based tax specialist MTM to create a new global partnership.
David Yelloly, chief executive of the Solihull-based group, said the deal meant Montpelier was now in a position to rapidly develop its vision "to become the leading international provider of genuinely independent financial advice and tax planning for private clients".
He went on: "MTM is one of the world's leading privatelyowned tax planning specialists with offices in Hong Kong, Barbados, Tokyo, Kuala Lumpur, New York, Toronto, Geneva, and London as well as the Isle of Man.
"The IFA and tax consultancy businesses compliment each other perfectly.
"There isn't a major player in the international market offering cradle-to-grave financial services looking after wealthy families - not just their pensions, not just their investments, not just their mortgages, not just their trust funds, not just their taxation.
"Our expansion plans are a recognition of the potential growth of private client markets outside the UK, particularly in Asia.
"China in particular will be the market to be in over the next 30 years and our Hong Kong offices will be pivotal in accessing the most populated country in the world."
MTM owner Watkin Gittins will join the merger board as chairman, while David Yelloly will continue as Montpelier's chief executive.
The combined group, which employs 216 people in ten
countries with more than 19,000 clients, will retain the Montpelier name.
"Montpelier offers a fresh and innovative approach to delivering independent financial advice and sophisticated tax planning thereby meeting the two key demands of private clients - wealth creation/protection and tax minimisation," said Mr Gittins.
"The group sees significant growth opportunities worldwide as the appetite of private clients for sophisticated tax planning solutions gathers pace.
"Clients are focusing more and more on strategies for absolute financial returns and tax planning forms a major part in managing such returns."
Founded in 1986 as Martin Cadman Financial Services, the Montpelier Group changed its name at the end of last year and has just completed its move from its original home in Knowle High Street to an impressive new headquarters at Montpelier Court, outside the village of Barston near Solihull.
It has spent nearly £1 million taking its 50 staff to new offices at the former Eastcote Hall Conference Centre, the farm outbuildings converted into a conference centre by Midland computer systems magnate Sir Peter Rigby when he lived in the adjacent Jacobean Grade II listed country house at Eastcote Hall.
Montpelier, which deals with funds totalling £750 million, has enjoyed a successful partnership with MTM for several years, with the Isle of Man tax specialist operating a West Midlands office at Solihull.
The group's successful expansion has seen it acquire offices abroad in Hong Kong, Tokyo and Kuala Lumpur since last summer, as well as adding a Manchester office to its two other UK offices in London.
The merger means the group is now recruiting a compliance director, as well as seeking further high calibre advisers to expand its network in the UK, Europe and the Far East as part of its global strategy.