- Frankfurter Bankgesellschaft (Schweiz) AG (“FBG”) is a Zurich-based private bank owned by Helaba, one of the leading banks in the financial centre of Frankfurt am Main. LB(Swiss) Investment AG (“LBSI”), a subsidiary of FBG, is a Zurich based fund management company regulated by FINMA and founded in 1995.
- Liechtensteinische Landesbank (“LLB”) approached FBG regarding LBSI on the background of its dedicated strategy to offer fund management services in Switzerland. In February 2018, the agreement to sell LBSI was signed with LLB. FBG is convinced of the long-term oriented strategy, stability and client service quality of LLB. The transaction allows FBG to focus on private banking and LLB to enter the Swiss fund management market as well as to further strengthen the overall fund management business.
- CFM was mandated by FBG as exclusive advisor to provide the whole range of M&A services.