Alantra advises the shareholders of MIV Asset Management AG on the sale to Bank J. Safra Sarasin

Nov 2024

Sell-side advisory

Zurich – Alantra has acted as advisor to the owners of MIV Asset Management AG (“MIV”), a Swiss-based investment manager, on its sale to Bank J. Safra Sarasin, a leading Swiss private bank and asset manager owned by the J. Safra Sarasin Group.

MIV is a specialized portfolio manager focused on medical technology (“Medtech”) and serves as the exclusive manager of the MIV Global Medtech Fund (the “Fund”), investing exclusively in globally leading Medtech companies with above-market growth and profitability. With approx. CHF 2 bn. in assets, the Fund is one of the largest actively managed equity funds with a pure-play focus on the Medtech industry.

Bank J. Safra Sarasin is a Swiss private bank and asset manager, founded in 1841 and headquartered in Basel, Switzerland. Part of the J. Safra Sarasin Group, it is recognized as a leader among full-service banks in the wealth management segment, currently managing more than CHF 200 bn. in assets.

The acquisition of MIV Asset Management AG reinforces Bank J. Safra Sarasin’s commitment to offering innovative, high-growth investment opportunities and dynamic thematic equity strategies to both private and institutional clients.

Christoph Gubler Senior Portfolio Manager and CEO of MIV Asset Management commented: “We are excited to become part of the J. Safra Sarasin Group to ensure the long-term success of our investment strategy in the best interest of investors. We look forward to continuing our success story as part of the J. Safra Sarasin Group.”

Michael Maag, Managing Partner at Alantra Switzerland, said: “We are pleased to have supported the shareholders of MIV Asset Management in finding a strategic solution for the next chapter of the firm. We are confident that the partnership with Bank J. Safra Sarasin will unlock significant growth potential for MIV and deliver value to investors.”