Helvetia Group’s CHF 107 million acquisition of 70% interest in MoneyPark


Helvetia Group, an international insurance group with headquarters in Switzerland, takes over 70% of the shares in MoneyPark, the biggest mortgage intermediary in Switzerland, for a total price of CHF 107 million.

In addition to the other shareholders, the founders and Tamedia still own some 20% of the company. MoneyPark is the leading Swiss technology-based advisory platform for financial products. It is a specialized and independent intermediary of mortgages and pension products and also offers ETF-based asset management services.

Schellenberg Wittmer acted as legal counsel to the founders with a team consisted of partner Oliver Triebold (Corporate/M&A; in picture), David Mamane (Competition) and associates Mirjam Schneider and Zlatina Iliev (both Corporate/M&A).

Involved fees earner: Oliver Triebold – Schellenberg Wittmer; Mirjam Schneider – Schellenberg Wittmer; Zlatina Iliev – Schellenberg Wittmer; David Mamane – Schellenberg Wittmer;

Law Firms: Schellenberg Wittmer;

Clients: MoneyPark;