- CFM partners ag acted as exclusive financial advisor to the shareholders of Belvédère Asset Management AG (“Belvédère”) in the sale of 100% of its shares to Fundamenta Group (“Fundamenta”). In return, the current shareholders of Belvédère will acquire a stake in Fundamenta. The transaction is subject to approval by FINMA.
- Belvédère is a FINMA-regulated independent wealth manager with CHF 3 billion assets under management (“AuM”).
- Fundamenta is a real estate manager covering the entire value chain from buying, developing, improving to managing and selling real estate. Fundamenta manages AuM of CHF 4 billion in its various investment vehicles in Switzerland and Germany.
- The group’s clients will benefit from the combined investment expertise in real estate and liquid markets, gain access to exclusive investment opportunities and benefit from an integrated wealth management approach. The combined group, servicing 350 institutional clients, 600 private individuals (UHWI and HNWI) and managing client assets of almost CHF 7 billion, will be among Switzerland’s top wealth managers and offer a unique value proposition.
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