Zurich, Septem­ber 2021 | A team of CMS Switzer­land un­der the lead of Stefan Brunnsch­weiler provided com­pre­hens­ive ad­vice to the share­hold­ers of AL­PORA AG on all leg­al as­pects re­gard­ing the sale of a ma­jor­ity stake to Ger­man-based Ser­afin As­set Man­age­ment. Duff & Phelps, A Kroll Busi­ness, served as the ex­clus­ive fin­an­cial ad­visor to the share­hold­ers of AL­PORA AG in con­nec­tion with the trans­ac­tion. AL­PORA AG, which was foun­ded in 2013, is act­ive in the sale of in­nov­a­tion ana­lys­is-based in­vest­ment mod­els to as­set man­agers in Switzer­land, Ger­many and the UK. Based on these in­vest­ment mod­els, cli­ents set up equity funds that have his­tor­ic­ally been able to gen­er­ate a risk-ad­jus­ted ex­cess re­turn on equity in­vest­ments. The Ser­afin Group in­tends to enter a new seg­ment with Ser­afin As­set Man­age­ment and es­tab­lish a di­git­al as­set man­age­ment busi­ness. It is en­vis­aged to enter the mar­ket with ser­vices for third-party cus­tom­ers in the second quarter of 2022 after ob­tain­ing the BaFin li­cense. In ad­di­tion to de­vel­op­ing and selling its own in­vest­ment solu­tions, the aim is to grow by ac­quir­ing spe­cial­ized as­set man­agers. The ac­quis­i­tion of a ma­jor­ity stake in the Swiss-based AL­PORA AG is the first step in this dir­ec­tion. The parties have agreed not to dis­close the pur­chase price of the trans­ac­tion. Stefan Brunnsch­weiler, Lead, Man­aging Part­ner, Glob­al Co-Head of the CMS Cor­por­ate/M&A GroupSamuel Fe­lix Gang, As­so­ci­ate, Cor­por­ate/M&AFlori­an Jung, As­so­ci­ate, Cor­por­ate/M&APas­cal Stock­er, As­so­ci­ate, Cor­por­ate/M&AAndrea Relly, Seni­or As­so­ci­ate, Cor­por­ate/M&AM­ark Ca­gi­enard, Part­ner, Tax­Chris­ti­an Gers­bach, Part­ner, Em­ploy­ment­Dr Mat­thi­as Kuert, Seni­or As­so­ci­ate, Cap­it­al Mar­ket­sTarik Salkim, Train­ee, Cor­por­ate/M&A

Be­low you will find top­ics of Au­gust 2021 news­let­ter:Fintech in Bel­gi­umFintech in Ro­mani­aFintech in Spain­Fintech in South Afri­caFintech in Switzer­land­Fintech in UkraineFintech in United King­dom 

Zurich, 19 Ju­ly 2021 | HEB Swiss In­vest­ment AG, a Zurich-based hold­ing com­pany owned by a Ger­man private in­vestor, has entered in­to an agree­ment to sell its ma­jor stake (29.3 %) in lis­ted Cicor Tech­no­lo­gies...

Geneva | 1 Septem­ber 2021me­di­um Dr Vaïk Müller has joined our law firm as a new part­ner to fur­ther de­vel­op our ex­pert­ise in Bank­ing & Fin­ance as well as FinTech & Block­chain. Dr Vaïk Müller­'s main areas of ex­pert­ise are bank­ing and fin­ance, fin­an­cial ser­vices and products, in­clud­ing funds and de­riv­at­ives, as well as com­pli­ance and reg­u­lat­ory mat­ters.READ MORE­OR WATCH THE VIDEO HERE

LLB Swiss In­vest­ment AG is the fund man­age­ment com­pany of AMG Sub­stan­zwerte Sch­weiz Fund, a fund man­aged by AMG Fonds­ver­wal­tung AG. AMG Sub­stan­zwerte Sch­weiz Fund is in­ves­ted, inter alia, in MCH Group...

1. Dis­tri­bu­tion of EEA UCITS Schemes Switzer­land is not a Mem­ber State of the EU and is thus not sub­ject to the UCITS Dir­ect­ive and its re­spect­ive rules. Switzer­land has its own­lower-al­phaset of rules...

Sum­mary of private place­ment pro­vi­sions for fund in­terests (if ap­plic­able) Switzer­land is not a Mem­ber State of the EU and is thus not sub­ject to the AIFMD and the re­spect­ive rules. Switzer­land has its...

1. Dis­tri­bu­tion of AIFs Switzer­land is not a Mem­ber State of the EU and is thus not sub­ject to the AIFMD and its re­spect­ive rules. Switzer­land has its own­lower-al­phaset of rules, laid down in the Fin­an­cial...

In­vest­ment vehicle Im­mob­i­li­en-Ak­tiengesell­schaf­tAn­lages­tif­tun­gVer­trag­lich­er An­lage­fonds 1. Form Ak­tiengesell­schaft Cor­por­ate – Swiss Stock Cor­por­a­tion An­lages­tif­tung Cor­por­ate – Swiss Found­a­tion...