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Germany   Proposal code: 518/2020

GERMANY: LOOKING TO BUY NICHE BOUTIQUE OPERATING IN THE ASSET MANAGEMENT SECTOR

Request
Buy

Top European insurance group seeks to acquire the majority stake in one or more German niche boutiques operating in the asset management sector, to integrate the Group’s offerings which are exclusively focused on insurance.
Further details will be supplied following an appropriate contact.


 
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Switzerland   Proposal code: 738/2016

Seeking Swiss private bank with significant operations in asset management services: to purchase

Request
Buy

Swiss financial boutique acting on behalf of a longstanding private Zurich-based bank, active in the business areas of:
- private banking
- investment banking, with a specialization in asset management for institutional and high-level private clients
is seeking, with a view to purchasing, a private bank based in Switzerland or, alternately, elsewhere in Central Europe, that derives a significant portion of its turnover from financial advisory and asset management services for private and institutional clients.

The desired target would have annual revenues in the order of 2 billion CHF or more.


 
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WORLDWIDE   Proposal code: 923/2015

Seeking potential partner: private banking services

Offer
Partnership

Independent wealth management firm, one of the most consolidated European players in the field of capital management and client investment options, has recognized know-how in retirement, insurance, banking, fiduciary and wealth management services and currently works with thousands of professional financial partners all over the world.
As part of its ongoing international growth plan, the firm seeks a foreign company active in the private banking sector to initiate a partnership that would involve reproducing its specific business and distributional model in the new entity.
All contacts received in response to this proposal will be treated with maximum consideration and due discretion, regardless of the geographical area they represent.


 
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WORLDWIDE   Proposal code: 354/2013

Wealth management company: major opportunity

Offer
Partnership

M&A introducer provides notification that a major investment bank operating on a global scale is accepting partnership proposals in relation to its wealth management division in the European market. The strategic objective is to make new investments in order to extend its presence and assets under management. The bank would also consider the full divestiture of the division if presented with suitable proposals. Any negotiations will be conducted in complete confidentiality.


 
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