Julius Baer sells Swiss independent wealth management arm

clock • 1 min read
Julius Baer sells Swiss independent wealth management arm

Julius Baer is to sell Zurich-based Wergen & Partner Wealth Management to the management of Wergen & Partner. In a group statement on 3 January, it said the parties had signed a corresponding agreement, according to which the transaction shall be completed in Q1 2022. The deal follows a review of the group's "strategic participations" and the conclusion that Wergen & Partner Wealth Management can develop best under the ownership of the existing and future management team. Julius Baer acquired...

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