Bär & Karrer advises Zwei Wealth on its sale to Swiss Life
Bär & Karrer advised the selling shareholders of Zwei Wealth Experts in connection with Swiss Life’s acquisition of their company.
The context
Zwei Wealth is a Swiss asset management advisory firm with locations across Zurich, Geneva, Bern, and Winterthur. Its main focus lays in wealth management services for high-net-worth individuals and institutional clients such as foundations and family offices.
In connection with the deal, Zwei Wealth has been acquired by insurance multinational Swiss Life, a publicly traded company (SIX Swiss Exchange) offering comprehensive life and pensions and financial solutions, directed at both individuals and businesses.
The team
Partner Christoph Neeracher (pictured) led the Bär & Karrer team on the transaction, with further support from partners Thomas Rohde, Philippe Seiler and associate Lazar Lepir (all M&A). Partner Susanne Schreiber and associate Julian Hodel (both tax) also contributed to the effort, as well as partner Thomas Stoltz (notary).
A Pestalozzi team advised the buying part on the deal: click here to read more.
