- Belvédère Asset Management AG (“Belvédère”) is an independent, FINMA regulated wealth management company founded in 2001 in Zurich. The company provides comprehensive wealth and art collection management as well as family office services to affluent private individuals and families.
- Interesta AG (“Interesta”) is an independent wealth management company that provides investment consulting, personal asset management and family office services. The company was established in 2009 in Glarus and has offices in Zug and Zurich.
- As of 2017 the two companies merged and combined their core competencies, forming one of the largest independent wealth management and family office services provider in Switzerland with CHF 2.4bn assets under management.
- CFM advised Belvédère exclusively on the acquisition and subsequent merger with Interesta AG.