Swiss asset management company for sale established in 2015.
Overview of the Swiss asset management company for sale:
- FINMA application is submitted, SRO membership is valid also;
- Operating company with existing client base;
- Software is in place: robo-advisory system, Swiss automated and Intelligent AML ID verification tool, online customer identification and interaction system;
- The website included with the logo, brand patterns, color scheme;
- AUM currently ~ CHF 500’000;
- Bank accounts are also in place;
- Providing services of financial intermediary, asset manager;
- Recognized by EU press.
Price&details of the company for sale: email@example.com
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