M & A Advisory

In 2006, Turicum Private Bank expanded into providing a Mergers & Acquisitions Advisory Service. In acquiring reputable professionals with outstanding credentials, Turicum has instantly gained leading experience and knowledge in this area enabling it to rival the biggest names in the business with favourable conditions for the client.

This service does not forget the core principles of Turicum’s philosophy, combining performance and professionalism focused on client care. Our team of professionals are dedicated to the clients’ ambitions and objectives, operating to the highest standards in the business. Where necessary Turicum will collaborate with professional partners whilst obtaining our extensive business network.

It is because the service will only use the resources that are needed for the client’s project that Turicum can gain a cost-competitive advantage.

Although Turicum does not provide the financing side of a deal, it adds an extra layer of service to the client, without adding an extra cost level. Nevertheless, we will assist the client throughout the process in the areas that matter to ensure a successful conclusion, and obtain this with the best conditions available in the market. The ultimate objective is for the client to make informed decisions in order to maximise stakeholder value.

For this purpose we will be involved in:

  • Assisting in the strategic and financial analysis of the transaction
  • Assisting in conceiving a solid corporate strategy
  • Assisting throughout the administrative process
  • Assisting in the approach of potential buyers or acquisition targets
  • Review the conditions of the transaction
  • Be available on short notice to provide in vivo advice at meetings

In effect Turicum will be assisting the client in managing the transaction in its entirety.

Advisory Services
Advisory Services

We advise actively on bonds, shares investment funds, alternative investments and currencies.


We provide a full range of brokerage and custodian services for securities. More details can be provided on request.

Portfolio Management
Portfolio Management

Portfolio management enables you to delegate the management of your financial assets to Senior Investment Managers.