Deals & Cases

Corient acquires Stonehage Fleming and Stanhope Capital

4 septembre 2025

Walder Wyss, alongside Skadden as international lead counsel, advised Corient, one of the largest and fastest-growing national wealth advisors in the US, on Swiss law and Swiss tax matters in connection with the acquisitions of Stonehage Fleming, one of the world’s leading independently owned multi-family offices, and Stanhope Capital Group, one of Europe’s largest independent wealth management and advisory firms.

The transactions will create a USD 430 billion independent ultra-high-net-worth wealth manager, marking a significant expansion of Corient’s global reach by establishing a presence in Europe, the Middle East and Africa and further deepening the firm’s expertise in serving ultra-high-net-worth (UHNW) families. Upon closing, which is expected to take place in the first half of 2026, the business will operate globally as Corient.

Corient is a fiduciary, fee-only wealth management firm distinguished by its unique private partnership model, similar to leading professional services firms. Since its founding in 2020, Corient has grown rapidly and today has more than 260 partners and over 1,300 employees managing approximately USD 216 billion on behalf of ultra-high and high-net-worth individuals, families and businesses across the United States.

The Walder Wyss team was led by Maurus Winzap (Partner, Tax), Hans-Jakob Diem (Partner, Corporate/M&A) and Iliana Djagova (Counsel, Corporate/M&A) and also included Fabienne Limacher (Partner, Tax), Janine Corti (Counsel, Tax), Sarah Vettiger (Senior Associate, Regulatory), Matthias Lötscher (Managing Associate, Regulatory), Christian A. Schmid (Senior Associate, Corporate/M&A), Estelle Mathis (Associate, Corporate/M&A), Thomas Müller (Partner, Finance), Rayan Houdrouge (Partner, Employment), Elodie Yammine (Senior Associate, Employment), Patricia Pinto (Senior Associate, Employment), Kathryn Kruglak (Senior Associate, Employment), Marius Denoth (Associate, Employment), Valentin Freiermuth (Associate, Finance), Julia Lehner (Managing Associate, Real Estate), Arbër Hyseni (Junior Lawyer, Corporate/M&A), Eda Oezseven (Junior Lawyer, Corporate/M&A) and Lorenzo Barbieri (Junior Lawyer, Corporate/M&A).