Operating swiss asset management company for sale

Operating swiss asset management company for sale

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: nick.b@eternitylaw.com

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