Pestalozzi advised insurance company Swiss Life through its acquisition of Swiss advisory firm Zwei Wealth. The context Headquartered in Zurich, Swiss life is an insurance multinational, offering comprehensive life and pensions and financial solutions, directed
Tags :Andrea Huber
Pestalozzi advised Aksia, an alternative assets specialist advising institutional investors, on the establishment of a legal entity in Switzerland. The firm successfully supported the client on the Finma authorization as a representation
The Swiss Financial Market Supervisory Authority FINMA has given the green light to Alpadis Trust for its trustee application under the Financial Institutions Act (FINIA). Alpadis Group, a global fiduciary group based in Switzerland, specializes
The Swiss Financial Market Supervisory Authority FINMA approved the application of Trident Trust as trustee under the Financial Institutions Act (FINIA). Trident Trust Group was founded in 1978 and is a leading independent provider of corporate,
The Swiss Financial Market Supervisory Authority FINMA approved the application of Grimaldi & Partners regarding its authorisation as portfolio manager under the Financial Institutions Act (FINIA) three weeks after filing with FINMA. Pestalozzi advised the
DNM Swiss received the decision from the Swiss Financial Market Supervisory Authority FINMA regarding its authorisation as trustee under the Financial Institutions Act. As of December 09, 2021, FINMA has granted only a very few trustee licenses
The shareholders of Montana Capital Partners, a European-based private equity secondaries asset manager, have entered into a share purchase agreement regarding the sale of all shares to PGIM, a global investment management business of Prudential