Fundamenta Group acquires Belvédère Asset Management
7 March 2023 – Fundamenta Group Holding AG acquires 100% of the shares of Belvédère Asset Management AG. In return, the previous shareholders of Belvédère Asset Management will acquire a stake in Fundamenta Group. Following the closing of this transaction, Fundament Group is now a leading independent asset management group offering a wide range of attractive classes of investments. It employs over 100 specialists, serves over 350 institutional clients such as pension funds, foundations, family offices, and over 600 high net worth clients and has assets of 7 billion CHF under its management.
Walder Wyss has advised Fundamenta Group on all legal aspects of this transaction. The team was led by von Urs Schenker (Counsel, Corporate/M&A) and Thiemo Sturny (Partner, Corporate/M&A) and further included Letizia Schlegel (Associate, Corporate/M&A), Angela Kummer (Senior Associate, Corporate/M&A), Michael Kissling (Associate, Corporate/M&A), Thomas Nagel (Senior Associate, Finance), Janine Corti (Counsel, Tax), Natascha Rizzi (Associate, Tax), Anne-Catherine Cardinaux (Associate, IP/IT/Data Protection), Amina Chammah (Associate, IP/IT/Data Protection), and Martin Greuter (Associate, Employment).