Vontobel Acquires UBS Swiss Financial Advisers AG
August 1, 2022
Vontobel has completed the acquisition of UBS Swiss Financial Advisers AG (SFA), adding around CHF 6.0 billion of assets under management and strengthening its offering for US and qualified Canadian investors. The deal makes Vontobel (through its SEC-licensed entities) the largest Swiss-domiciled wealth manager for US clients seeking Swiss accounts; UBS will continue to refer US-connected clients seeking Swiss-based strategies to Vontobel SFA.
- Buyers
- Vontobel
- Targets
- UBS Swiss Financial Advisers AG
- Sellers
- UBS
- Industry
- Financial Services
- Location
- Zürich, Switzerland
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
WFA and Volare Wealth Advisors Merge to Form WFA Volare
September 14, 2026
Wealth Management
WFA and Volare Wealth Advisors have completed a strategic merger to create WFA Volare, a unified wealth management firm managing more than $750 million in client assets. RFG Advisory supported the transaction as part of its capital solutions strategy for independent financial advisors.
-
Beacon Pointe Advisors Acquires Three Advisory Teams
February 7, 2026
Financial Services
Beacon Pointe Advisors acquired three registered investment advisor teams—Financial Planning Solutions (Newton, MA), Voyager Wealth Management (Lake Geneva, WI), and InvestmentHunter Wealth Services (Argyle/Fort Worth, TX)—bringing the firm's assets under advisement to approximately $62 billion. The transactions closed in November and December 2025 and add ~$350M, ~$229M, and ~$153M in client assets respectively while expanding Beacon Pointe's national footprint and advisory capabilities.
-
Beacon Pointe Advisors Acquires The Financial Advisors
January 15, 2026
Wealth Management
Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.
-
Vontobel Acquires Significant Minority Stake in Ancala Partners LLP
July 1, 2024
Financial Services
Vontobel has completed the acquisition of a significant minority stake in London-based infrastructure investment manager Ancala Partners LLP, marking Vontobel’s entry into private infrastructure markets and expanding its private markets capabilities. Ancala will remain independently managed by its leadership team and Vontobel may acquire further stakes over time; Ancala manages infrastructure assets across renewables, transport, utilities and the circular economy with ~EUR 4.1 billion AUM.
-
UBS Acquires Credit Suisse
March 20, 2023
Financial Services
UBS Group AG agreed to acquire Credit Suisse Group AG in a government-supported deal announced March 2023, with Credit Suisse shareholders receiving UBS shares as consideration. The transaction (and subsequent merger of the Swiss operating entities) was structured to stabilize Credit Suisse, expand UBS's wealth and asset-management scale, and realize cost synergies across the combined bank.
-
UBS Agrees to Acquire Wealthfront to Expand Digital Wealth Management
January 26, 2022
Financial Services
UBS signed an all-cash agreement to acquire Wealthfront for $1.4 billion, with Wealthfront becoming a wholly owned subsidiary. The deal is expected to close in the second half of 2022, subject to regulatory approvals, and is intended to broaden UBS’s reach among millennial and Gen Z affluent investors using Wealthfront’s digital platform.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.