Julius Baer sells Swiss-based independent wealth arm 

Mark Battersby
clock • 1 min read

Julius Baer has sold Geneva-based Fransad Gestion SA (Fransad) to the management team of the independent wealth manager. In a statement on 2 June, Julius Baer said the transaction, which took place on 1 June 2022, followed its decision to reduce the complexity of its portfolio of companies. The deal would also allow Fransad to strengthen its positioning as a major Swiss independent wealth manager under the ownership of the existing management team. Although Fransad will no longer belong to the Julius Baer Group, "both parties will maintain a partnership going beyond traditional cus...

To continue reading this article...

Join International Investment

Join International Investment today

Unlock members-only benefits:

  • Unlimited access to real-time news, industry insights, video features and market intelligence
  • Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
  • Members-only access to the Editor’s weekly news roundup newsletter
  • Members-only access to analysis via our exclusive industry polls
  • Be the first to hear about our events and awards programmes

Join now


Already a International Investment member?