TRANSACTION SUMMARY

Vontobel Holding AG (“Vontobel”) has agreed to acquire a significant minority stake in Ancala Partners LLP (“Ancala”), a London-based independent private infrastructure manager with over €4bn AUM. This transaction marks Vontobel’s entry into institutional private markets and is a key milestone in delivering on its strategic priorities. Ancala and Vontobel have agreed terms which enable Vontobel to acquire the further remaining stakes over the longer term.

VONTOBEL

Vontobel is a listed globally active investment manager with Swiss roots that specialises in wealth management, active asset management and investment solutions. As of December 31, 2023, Vontobel held CHF 265bn of total client assets with operations in 27 locations.

ANCALA

Ancala, a private infrastructure manager headquartered in London, has more than €4bn AUM and manages 18 assets operating in essential infrastructure sectors including renewable energy and energy transition, transport, utilities and the circular economy.

ROLE

SHP acted as financial adviser to Vontobel.