- Sallfort Privatbank AG (“Sallfort”) is a privately-owned Swiss based private bank focused on independent wealth management and advisory as well as exclusive private equity investments and M&A transactions for private clients.
- Banque Heritage SA (“Heritage”) is a family-controlled financial group providing a comprehensive range of financial services and tailored investment products on a global scale.
- Following a strategic review, the shareholders of Sallfort came to the conclusion that its long-term ambitions could be best executed by joining forces with an entrepreneurial partner featuring a compatible family heritage. In November 2018, the agreement to merge with Banque Heritage SA (“Heritage”) was signed, forming a private bank managing client assets of c.CHF 6bn.
- CFM originated the merger and advised the shareholders of Sallfort exclusively on the transaction.