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FUNDRAISING NEWS | December 10, 2024
Tags: RIA, Mergers / Acquisitions
Swiss wealth management boutiques Alasia and Belvoir Capital unveiled a plan to consolidate to improve their offering as a wealth manager and multi-family investment office.
Also covered in the transaction is an indirect minority shareholding in Swiss investment boutique Belvoir Wealth Management, which holds an SEC registration and services investors in the US.
The combined Swiss wealth manager will cater to private clients and family offices. It will bear the Belvoir Capital brand and be led by Steffen Bauke as CEO. The transaction is scheduled to take effect by the end of 2024, and Belvoir Capital said relevant regulators have already cleared the transaction.
Written By: Dakota
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