Our Clients & Landmark Transactions
Who are our clients? Different types of financial institutions - private, retail and commercial banks, private wealth managers, institutional asset managers, insurance companies, broker dealers, fintechs, etc. in DACH, Liechtenstein, the UK and the rest of Europe.
To name a few: UBS, Credit Suisse, Julius Bär, Safra Sarasin, LGT, LLB, ZKB, BCV, Zurich, Helvetia, Deutsche Bank, DZ Bank, Volksbank Austria, Barclays, HSBC, Schroders, AXA, BNP Paribas, Credit Agricole, Unicredit, Intesa Sanpaolo, Santander, BBVA, Nordea, ING, van Lanschot, Fortis, RBC, Mubadala, First International Bank of Israel, in addition to a considerable list of smaller players.
Clients chose us, the market leading team, over our competitors (investment banks, big 4 companies and other boutiques), because of our leading technical know-how, our proprietary industry insights, our extensive contact and relationship network, our unique track-record of creating value and having successfully managed more landmark transactions than anyone else.
A few examples of such deals which the team advised on are listed below:
Most successful market entry
Advised LGT on its UK market entry, initially their acquisition of Vestra and more recently Abrdn Capital, Abrdn's wealth business, to support the nationwide expansion into key regions. Today LGT manages over £30 billion in the UK market making it the 8th largest in terms of AuM and one of the most rapidly growing players.
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Largest back-to-back private banking transaction
Advised first BTG Pactual on the acquisition of BSI, then only a few months after closing, EFG International on the acquisition of the same BSI, the financing of the transaction and supported the subsequent integration/asset transfer from BSI to EFG.
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Largest Swiss independent private wealth management deal to date
Advised 1875 on its sale to Reyl/Intesa Sanpaolo. Using an appropriate transaction structure we could ensure management remained independent as requested. To this day, 1875 is operating as it was before the transaction.
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​Largest swap in financial services history
Advised Zurich on the sale of Scudder, the leading fixed income asset manager with $350 billion AuM, in exchange for the insurance businesses of Deutsche Bank, Versicherungsholding Deutsche Bank, Deutscher Herold and Bonfinanz, plus CHF 4 billion in cash.
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Fastest sale of a Swiss private bank
Advised Espirito Santo on its fire sale to CBH Compagnie Bancaire Helvétique via an auction process, completing all procedures from the teaser to due diligence, negotiating and signing the deal all within 7 days, yet still achieving a fair market price.
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First deal of a private wealth consolidator in Switzerland
Advised Quaestor Coach on its acquisition of Diem Client Partner and subsequently the add-on acquisition of Investarit, which was successfully integrated into DCP.
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Largest piecemeal sale
Advised Mubadala on the sale of Falcon Private Bank, selling the group in five pieces - the UK wealth business to Dolphin, the Luxembourg fund management entity to Alpina Capital, the private banking portfolio in Switzerland via an an asset deal as well as the Middle East wealth management entity to One Swiss Bank and the independent private wealth management business IFS to its management.
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Largest emerging markets impact asset management deal
Advised Blue Orchard and its shareholders on the sale to Schroders via a truly global marketing process.
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Largest Liechtenstein market exit
Advised Volksbank Austria on its Liechtenstein market exit via the sale of Volksbank Liechtenstein to Sigma.
