- CFM partners ag acted as exclusive financial advisor to Banca dello Stato del Cantone Ticino (“BancaStato”) on its minority investment in Altrafin AG (“Altrafin”).
- BancaStato is the cantonal bank of Canton Ticino offering a wide array of services to private and corporate clients mostly in Italian-speaking Switzerland.
- Altrafin is a Zurich-based investment manager with several billion in assets under management. Clients are mostly entrepreneurs, single and multi-family offices as well as family-owned foundations & trusts. Altrafin’s strategic ambition was to expand in the Italian-speaking market.
- CFM advised BancaStato on its strategic intention to enter the Zurich financial centre.
- The partnership and collaboration will enable Altrafin to offer its personalized investment management services in Southern Switzerland and Italy. In turn, BancaStato will be able to offer Altrafin's high quality services to its entrepreneurs and high net worth clients through an expanded private client offering and strategic expansion in Zurich.
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