- CFM partners ag acted as exclusive financial advisor to Pilatus Partners AG (“Pilatus”) on the sale of their fixed income funds to Principal Vermögensverwaltung AG (“Principal”).
- Pilatus is a multi family office founded in 2013. It additionally managed a number of fixed income funds with a long-standing excellent track record.
- Principal is an owner-led asset management boutique, dedicated to providing its long-standing international clients with customized asset management, advisory, and family office solutions. As a transparent and independent partner, Principal adopts a long-term perspective to build enduring relationships with clients.
- With the seamless transfer of fixed income funds and their experienced investment managers, Principal ensures stable continuity for clients. For Pilatus, this transfer aligns with the evolution of its strategy and business model, while allowing Principal to expand its expertise in the fixed income sector.
Indéfini
Image:
Status:
Normal