Vukmir & Associates has advised ZB Invest on taking over the management and the merger of the UCITS funds from Allianz Invest.
Financial details were not disclosed. The target funds include the Allianz Short-Term Bond, Allianz Portfolio, and Allianz Equity. The market regulator approved the takeover on December 5, 2023.
ZB Invest is an investment fund management company in Croatia. The company's activity is the establishment and management of undertaking for collective investment in transferable securities funds and portfolio management. The company is a member of the Zagrebacka Banka Group.
Allianz Invest is an investment management firm.
The Vukmir & Associates team included Partners Ivan Cuk, Sanja Tkalec Kovac, and Tomislav Pedisic and Attorney at Law Tea Cerinski.
