Wenger Vieli advised the shareholders of Investment Navigator, a Zurich-based fintech specializing in digital cross-border compliance and investment workflow solutions, on all legal and tax matters related to the sale to aosphere, a global provider of online legal and compliance analysis solutions.
Investment Navigator has established itself as a leading European provider of digital cross-border compliance tools, supporting banks and financial institutions in managing regulatory requirements and investment-product suitability workflows. Through this transaction, aosphere expands its digital capabilities and strengthens its global compliance-tech offering for a wide range of clients across the financial services industry.
The team was led by Wolfgang Zürcher (Partner, Corporate/M&A) and included Andrea Riccardo Frey (Associate, Corporate/M&A), Cyrill Barmettler (Associate, Corporate/M&A), Jonas Bühlmann (Counsel, Tax) and Jill Blattmann (Senior Associate, Tax) and Michelle Blattmann (Junior Lawyer).