2007年9月28日 星期五

2007年9月28日 星期五
UBS To Buy Swiss Mutual Fund Firm UBS To Buy Swiss Mutual Fund Firm, Ulrika Lomas, Tax-news.com, Brussels 10 November 2000
UBS Asset Management, a unit of Swiss financial services giant UBS, announced this week that
it is to acquire Zurich-based Fondvest AG, an asset management company specializing in
independent advisory and distribution services in the fund business. Fondvest offers clients
such as banks, insurance companies and asset managers, but also private individuals, access
to a comprehensive range of funds from Swiss and foreign providers. Terms of the transaction
were not disclosed.
UBS has bought Fondvest in order to boost its sale of third-party funds. UBS said in a
statement: 'With this move UBS agreed to buy secured access to an independent service
platform in the dynamic growth market of open fund distribution.'
Fondvest was formed in 1993 and offers - via a central trading and advisory platform -
access to over 1,600 investment funds from 60 domestic and foreign fund providers. The
company is primarily oriented towards banks, insurance companies and asset managers that
want a simple way to offer their clients a comprehensive and independent range of funds from
a single source. The firm will continue to be run autonomously by its current management
team under its existing name.
瑞士联合银行收购Swiss Mutual Fund公司，Ulrika Lomas, Tax-news.com,布鲁塞尔2000年11月10日瑞士金融巨头瑞士联合银行的一个部门，瑞士联合银行资产管理部宣布将获得Zurich-based Fondvest AG
，一家在基金业务上专门从事独立咨询和分销服务的资产管理公司。Fondvest提供给客户诸如银行，保险
公司以及资产管理公司那样的服务，但是也为私人从瑞士和外国供应商那里获取全面的资金。此项交易的
条款未予披露。瑞士联合银行买了fondvest以刺激其销售的第三方资金。瑞士联合银行在一份声明中说：“瑞士联合银行
同意购买这一举措确保获得了一个在动态增长的市场开放式基金的分配上独立的服务平台。”Fondvest成立于1993年并且通过一个中心交易和咨询平台从60多个国内和国外的基金提供商那里提供1600
多种投资基金渠道。该公司主要面向银行，保险公司和资产管理公司，希望有一个简单的方法从一个单一
来源向他们的客户提供一个全面和独立的基金。公司将继续由目前的管理团队根据其现有名称自主运行。