- Diem Client Partner (“DCP”) is a leading Zurich-based independent wealth manager targeting high net worth individuals and institutional investors. DCP is known for its expertise and capabilities in income strategies, particularly hybrid bonds and equities plus options.
- Quaestor Coach is a Swiss company specializing in a buy & build strategy in discretionary wealth management. Quaestor Coach completed the transaction at the end of December following FINMA approval. DCP will represent the foundation of a buy & build strategy aimed at taking advantage of potential consolidation opportunities in the Swiss wealth management market. By leveraging Diem Client Partner’s state of the art organizational setup, dynamic management team and unique investment style, Diem Client Partner will represent a highly relevant platform to attract other excellent independent wealth managers.
- The DNA of DCP will remain intact following the transaction: client-focused, independent & entrepreneurial. Diem Client Partner’s investment style and team will also remain unchanged and will benefit from the addition of complementary activities from its new shareholder.
- CFM was mandated by DCP’s shareholders as exclusive financial advisor to provide the whole range of M&A services. The combination of DCP with Quaestor Coach is an ideal combination enabling the parties to jointly grow the business.