• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Wealth management

Banca Generali completes acquisition of Valeur Fiduciaria

Banca Generali completes acquisition of Valeur Fiduciaria
  • Pedro Gonçalves
  • @PeterHSG
  • 16 October 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Banca Generali has completed the acquisition of a 90.1% share in the private banking boutique Valeur Fiduciaria, based in Lugano, Switzerland.

The deal is part of Banca Generali's wider private-banking internationalisation and growth strategy launched with a view to strengthening the range of services offered, now complemented by Valeur Fiduciaria's distinctive wealth management expertise .

Related articles

  • Banca Generali to buy Swiss wealth manager Valeur Fiduciaria
  • Generali to acquire Swiss wealth manager
  • Australian investment banking revenues suffer steep fall
  • Generali buys Union Investment's Polish AM arm

In this transaction, 5Lex and KPMG acted, respectively, as legal advisor and financial advisor for Banca Generali, whereas Lucheschi from Lugano and Gentili & Partners acted as legal advisors for Valeur Fiduciaria.

The remaining 9.9% continues to be held by the sellers - who are also members of Valeur's new governance structure - without prejudice to Banca Generali's option to acquire the minority interest, the company said in a statement.

 

Subscribe to International Investment's free, twice-daily, newsletter

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Wealth management
  • Banca Generali
  • Valeur Fiduciaria
  • Switzerland
  • Generali

More on Wealth management

Jupiter shakes off £4bn outflows as Merian deal drives AuM to record high

  • Wealth management
  • 26 February 2021
Majority of Singaporeans forced to reduce savings due to pandemic: research

  • Wealth management
  • 24 February 2021
HSBC AM unveils new alternatives investment team

  • Alternative
  • 17 February 2021
UAE's new trusts law designed to 'support wealth management sector'

  • Wealth management
  • 11 February 2021
Quilter Financial Adviser School to offer digital courses

  • Wealth management
  • 11 February 2021
Back to Top

Most read

EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
J.P. Morgan Asset Management launches Global Income Sustainable Fund
J.P. Morgan Asset Management launches Global Income Sustainable Fund
Comment: Four key issues powering the renewable energy revolution
Comment: Four key issues powering the renewable energy revolution
Amati Global Investors launches strategic metals fund
Amati Global Investors launches strategic metals fund
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading