Succession solution

Are you looking for a suitable succession solution for your independent asset management business?

We offer client-focused, individual succession planning for independent asset managers in Switzerland. Placing a company that has grown up over a long period in new hands is a major step. It needs to be carefully planned. We see ourselves as your partner in the continuation of your life’s work. We pay particularly close attention to ensuring that we gain the trust of your clients and staff.

For a non-binding and confidential discussion, please contact our CEO and partner Josef U. Bollag.

E-mail, telephone 061 282 28 00