Global asset manager buys Swiss fortune company

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Cardea Capital Group, through its subsidiary Cardea Finance, has acquired a 100% stake in Zurich-based wealth management firm Trinkler & Partners for an undisclosed sum.

This happens several months later International Advisor reported that Cardea was seeking M&A opportunities to expand its global wealth management footprint and had expanded fundraising plans to fuel its acquisition plans.

Trinkler & Partners provides ultra-high net worth individuals with investment solutions, strategic and tactical asset allocation, mergers and acquisitions advice and family office services.

Thomas Trinkler, Director of Trinkler & Partners, will remain with the firm in an expanded role within the Cardea Group, assuming the position of Country Director and Managing Director for Switzerland.

Cardea plans to expand its presence in Switzerland by combining strategic acquisitions of small and medium-sized wealth management companies alongside the hiring of individual wealth management advisors and their teams.

Jordan Waring, Group Chairman and Chief Executive of Cardea Corporate Holdings, said, “We are extremely excited about our collaboration with Thomas and his team and the addition of Trinkler & Partners to the Cardea family. We strongly believe in Cardea’s ability to be a valuable and differentiated wealth management solution for investors in Switzerland, and the addition of Thomas’s group enables us to kick-start our ambitious growth plans for the region.

Cardea is a global asset management and wealth advisory firm with offices in Atlanta, London, Zurich, Milan and Frankfurt.




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