Vontobel Acquires UBS’s Financial Advisers Business Serving US Clients

Expected for Q3 2022

Date:

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Pixabay CC0 Public Domain. Pexels

Autor: Marcelo Soba

Vontobel will combine SFA and VSWA, its existing business serving North American Wealth Management clients

Subject to regulatory approvals, the transaction is expected to close on the third quarter of 2022

The combined pro forma assets under management will more than double to over CHF 10 billion (10.8 billion dollars)