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UNION BANK/PRIVATE INVESTOR

  • Union Bank AG (“UBAG”) is a small Liechtenstein based private bank. It was originally founded in 2008 under different ownership and name. The bank offers private banking and family office services to a domestic and international, in particular Eastern European clientele.
  • The shareholder of UBAG decided to open the share capital to an additional investor in order to expand the bank’s client base and to tap on further geographic markets. In 2016, an agreement was entered with a new majority shareholder.
  • CFM acted as exclusive financial advisor to the UBAG shareholder providing the whole range of M&A services.
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