The all-Switzerland deal boosts Notz Stucki’s wealthy client base.

Notz Stucki has purchased Geneva-based alternative investment management firm JAM Research.

The target specializes in wealthy client services and helps analyze and select hedge funds. At the new firm, the JAM team will concentrate on managing and developing their client base. They will also contribute their experience to the analysis and selection of alternative managers.

Further, the operational integration for both companies will start in January 2020.

Leaders Talk Deal

The firm sees the deal as a way to increase its participation in the ongoing consolidation of the Swiss investment management sector. The company also  has CHF 10 billion in AUM.

“This acquisition was able to happen very quickly because we have many common traits. JAM Research has considerable experience in alternative investments and the two companies complement each other perfectly,” said Damiano Paternó Castello, Head of Wealth Management at Notz Stucki.

Meanwhile, Alexis Sautereau founded JAM Research in 2002 and has more than 20 years of experience in finance. Sautereau provided his input on the deal.

“In Notz Stucki, we have found an ideal partner that will allow us to focus on the essentials: providing our clients with a highly personalized service and offering them high-performing management focused on capital preservation. Thanks to Notz Stucki’s solid operational infrastructure, we can now fully focus on these core aspects. We will also have access to a more extensive range of strategies and a broader services offering,” said Sautereau.

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