kellerhals Carrard with sellers on Aequitum & BG Valeur merger

Kellerhals Carrard advised the sellers in the integration of Aequitum, an independent asset manager based in Lugano, with BG Valeur, a wealth management firm part of the Banca Generali group.

As part of the transaction, BG Valeur has taken over all assets and liabilities of Aequitum, including approximately CHF 760 M. in assets under management. Following the merger, the combined business will operate under the new unified brand BG Aequitum.

Partner Umberto Milano (corporate/M&A, pictured) led the transaction for Kellerhals Carrard