Ameliora Wealth Management’s Acquisition of UBP’s Swiss Offshore Business

Kellerhals Carrard advised Ameliora Wealth Management.

Ameliora Wealth Management announced the acquisition of the Swiss offshore business with American private clients of UBP Investment Advisors. The transaction is expected to be completed by the end of September 2022.

Ameliora Wealth Management is an independent, Swiss based asset manager exclusively servicing US persons by safeguarding and diversifying their wealth internationally.

The Kellerhals Carrard team was led by M&A/Corporate partner Reto Schumacher and partner Armin Kühne (Picture – Swiss Regulatory) and includes associate Marco Sibold (Tax/M&A).

Involved fees earner: Armin Kühne – Kellerhals Carrard; Reto Schumacher – Kellerhals Carrard; Marco Sibold – Kellerhals Carrard;

Law Firms: Kellerhals Carrard;

Clients: Ameliora Wealth Management;

Federica Tiefenthaler

Author: Federica Tiefenthaler