Expected for Q3 2022

Vontobel Acquires UBS’s Financial Advisers Business Serving US Clients


pixabay. Pexels

Autor: Marcelo Soba

  1. Vontobel will combine SFA and VSWA, its existing business serving North American Wealth Management clients
  2. Subject to regulatory approvals, the transaction is expected to close on the third quarter of 2022
  3. The combined pro forma assets under management will more than double to over CHF 10 billion (10.8 billion dollars)