- CBH Compagnie Bancaire Helvétique SA (“CBH”) has a long-standing banking tradition dedicated to wealth management. It pursues a long-term growth strategy, which is underlined by the strong organic growth of assets under management.
- Bancque Privée Espírito Santo (Suisse) was heavily affected by problems of the Espirito Santo group. As a consequence, the business of the Swiss bank had to be sold in a fire sale. In July 2014 the asset deal with CBH was announced. The whole transaction was closely monitored by FINMA.
- CFM advised CBH exclusively on the acquisition of selected clients assets.