KM Nordic Invest AG (Nordic Invest), one of the leading independent asset managers (IAM) and family offices in Switzerland with a focus on the Nordic markets, is navigating upwards on a steady course. The firm has substantially increased total assets under management through a carefully considered and strategically planned acquisition of all clients from Pecura AG.
Since 1998, Pecura AG has steadily established itself as one of the leading family office & financial services IAM firms for Nordic and Swiss clients, making their well-prepared acquisition all the more opportune. “The management of Pecura AG has been building substantial value for families and private HNWI clients for generations. I thank them and the whole team for the granted trustworthiness, outstanding transitional and integrational efforts,”says Kalle Mannerkorpi, CEO & Chairman of Nordic Invest. Mannerkorpi adds, “we’re especially proud that every family and private HNWI client have decided to join Nordic Invest, which is thanks to the trusted relationships and values fostered by the management team.”
This acquisition is a testimony to Nordic Invest’s solid reputation and performance, established by providing genuinely customized financial advice, wealth management and family office services. The transaction makes Nordic Invest one of the leading multi-family offices, with a focus on the Nordics, capable of unlocking additional value propositions, alternatives and security for its clients.
Today, more than 50 % of Nordic Invest’s clients are based in Switzerland, which underlines the vision for the future: to offer Swiss-based HNWIs and their families tailor-made solutions and unique access to the Nordic equity and bond markets. The Nordic region has proven to outperform most European markets and indices and is uniquely positioned for innovation and sustainable performance. Additionally, Swiss private HNWI clients value the exclusive access Nordic Invest offers to private equity in the Nordic countries and the carefully selected portfolio of sustainable investments and ESG certified products.
With its solid platform, Nordic Invest is seeking to grow further. Along with acquisitions, various strategies for independent asset management firms are being considered, including earn-out based models. After the successful integration of Pecura AG, the firm is confident of growth and is looking forward to new acquisitions going ahead.