Citywire - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Bern, Fribourg, Neuchâtel advisers strike CHF3bn strategic alliance

Bern, Fribourg, Neuchâtel advisers strike CHF3bn strategic alliance

Three independent asset managers Swinvest, Fontaris and DE Planification have joined forces in a strategic alliance.

Combined, the group now manages more than CHF3 billion, positioning it as a leading player in the industry.

The Bern, Fribourg, Neuchâtel alliance comes as a response to upcoming regulations, allowing the three boutiques to navigate the new legal and compliance demands facing the asset management community.

In order to position themselves ahead of the regulation curve, the three will have regular meetings with an increased interconnection, Swinvest partner François Grangier confirmed to Citywire Switzerland.

Fribourg-based Swinvest was created in 2008 partners up with Berne boutique Fontaris, which was founded in 2004 and is CHS PP regulated.

The third member of the alliance is Neuchâtel-based DE Planification, an independent adviser launched in 2000, which is regulated by Finma.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Events
  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Switzerland 2015, Gstaad

    Citywire Switzerland 2015, Gstaad

  • Zurich Forum 2015

    Zurich Forum 2015

  • Zurich Forum 2015

    Zurich Forum 2015

  • Geneva Roundtable 2015

    Geneva Roundtable 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Citywire Gstaad 2014

    Citywire Gstaad 2014