Connecting Portfolio Managers
The independent asset management industry is fragmented and is undergoing notable structural changes. Increasing regulatory requirements, cost pressures, margin compression, and demographic shifts are presenting ongoing challenges for market participants. In response, many independent asset managers are strategically adapting to these changes and actively exploring external solutions with other independent asset managers.
Through our platform, we facilitate connections among portfolio managers, supporting you in identifying appropriate acquisition targets, securing partners for strategic initiatives, or preparing and managing the sale of your company.
Key advantages of the platform:
- The platform offers an anonymized market overview, allowing you to identify relevant profiles to enhance and evolve your strategy.
- Subject to mutual interest with another portfolio manager, we provide the opportunity to arrange confidential, non-binding bilateral meetings.
- Upon registration and in alignment with your strategy, we provide a preliminary valuation of your company to serve as a foundation for further discussions.
Join our PM community
Following your registration, our experts will reach out to discuss your objectives and guide you through the next steps
How can we support you?
Our priority is supporting you in achieving your objectives. As a lead advisor, we guide companies, owners, and management through every stage of the transaction process. Together, we define the criteria for your search, facilitate bilateral discussions, and provide assistance in preparing/evaluating both non-binding and binding offers. This support is particularly valuable in the context of succession planning on the sell-side.
The acquisition and divestiture of companies or business units inherently involve both opportunities and risks. Through a comprehensive due diligence process, we assess the economic, legal, and tax-related risks and opportunities associated with your transaction. Our approach leverages cutting-edge digital tools, proven methodologies, and deep industry expertise to deliver precise and actionable insights
Our experienced valuation and modelling experts support you in addressing all questions related to company valuation, including the integration of specific values into business plans, and financial strategy. We conduct in-depth analyses of companies, customer bases, value drivers, and associated risks, delivering a precise assessment of the true value of the enterprise.
What are the key considerations in the core of every transaction - the Share Purchase Agreement (SPA)? What are the advantages of a Locked Box structure over Closing Accounts? The experienced M&A lawyers, transaction specialists, tax advisors, and financing experts at PwC Switzerland provide comprehensive support in addressing these complex questions and draft contractual documentation that ensures robust legal certainty.
Join our PM community
We host regular events that explore key, timely topics in independent wealth management, engaging professionals across all three linguistic regions of Switzerland.
Contact us
Christian Bataclan
Director, Deals Financial Services, PwC Switzerland
Christian is an experienced Director in our FS Deals practice and leads the initiative dedicated to Independent Asset Managers. He has led numerous mid- to large-sized national and cross-border transactions within his areas of expertise, including Private Banking and Asset Management, Retail and Corporate Banking, Payment Solutions, and Leasing companies.
Bastien Glauser
Manager, Deals Financial Services, PwC Switzerland
Bastien is an experienced Manager in the Deals Financial Services practice, with notable contributions to publications in the Independent Asset Management industry. Leveraging his international experience, he brings valuable expertise to managing cross-border transactions in Wealth Management and Private Banking.
Lucas Brockmann
Associate, Deals Financial Services, PwC Switzerland
As an Associate in the Deals Financial Services practice, Lucas draws on his expertise from previous roles in private client advisory and business valuations to deliver impactful results within the Independent Asset Manager initiative.
Ilaria Avallone
Associate, Deals Financial Services, PwC Switzerland
Ilaria is an experienced Associate in the Deals Financial Services Practice, having supported numerous transactions for asset managers and private banks. She has developed strong expertise in the independent asset management industry, offering strategic advisory and delivering tailored solutions through the PM Platform.