We advised the organization of the company over 2 years (corporate reorganization, structuring of the controllership and finance area, strategy definitions) and negotiation with several banks, culminating in a unique transaction with the world's largest bank in the Wealth Management segment (UBS).

First in 2017 the transaction involved the acquisition of 60%, and in 2020 the remaining 40% transaction was completed. We remained on the company's board together with UBS throughout these 3 years until the final closing of the transaction in 2020.