Walder Wyss advises Fundamenta on the acquisition of Belvédère

Fundamenta Group Holding has acquired 100% of the shares of Belvédère Asset Management. In return, the previous shareholders of Belvédère Asset Management will acquire a stake in Fundamenta Group. Following the closing of this transaction, Fundament 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.

As a result of the merger, Fundamenta will also manage non-real estate investments in the future, and assets under management will grow from four to seven billion CHF.

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, pictured left) and Thiemo Sturny (partner, corporate/m&a, pictured right) and further included associate Letizia Schlegel, senior associate Angela Kummer and associate Michael Kissling (all corporate/m&a) as well as 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).

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