Kellerhals Carrard advises the sellers in the integration of Aequitum with BG Valeur

The combination of independent expertise with a broader platform places continuity and future positioning at the forefront.

Aequitum, an independent asset manager based in Lugano, has merged with BG Valeur, a wealth management firm part of the Banca Generali group.

As part of the transaction, BG Valeur has taken over all assets and liabilities of Aequitum, including approximately CHF 760 M. in assets under management. Following the merger, the combined business will operate under the new unified brand BG Aequitum.

The transaction represents a strategic step for Aequitum, ensuring continuity for clients and employees while integrating into a broader wealth management platform backed by an international financial group.

Kellerhals Carrard, led by Umberto Milano (Partner, Corporate/M&A), advised the sellers on all Swiss corporate and M&A aspects of the merger.

We congratulate all parties on the successful completion and wish BG Aequitum continued success.