Wealth Management
13 February 2025 I Deals and Cases

Bär & Karrer Advises the Shareholders on the Sale of Zwei Wealth Experts to Swiss Life

Swiss Life acquires Zwei Wealth Experts AG, a leading wealth office platform and advisory firm specializing in wealth management for HNWI and institutional clients such as foundations and family offices.

Bär & Karrer acts as legal advisor to the sellers in this transaction. The team is led by Dr. Christoph Neeracher and further includes Thomas Rohde, Dr. Philippe Seiler and Lazar Lepir (all M&A), Susanne Schreiber and Julian Hodel (both Tax) as well as Thomas Stoltz (Notary).