Trio of Swiss advisers join forces

A trio of Swiss independent asset managers Swinvest, Fontaris and DE Planification have announced they have formed a strategic alliance in order to address upcoming regulatory issues.

Established in 2008, Swinvest is a private asset management firm based in Fribourg while Fontaris and DE Planification are headquartered in Bern and Neuchâtel respectively.

The three boutiques will continue to run under their current brands and structures.

Together, the group will manage over CHF3bn (€2.79bn) in assets.

Adrien Paredes-Vanheule
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