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 protected]
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The information presented in this section is provided for general informational and B2B purposes only. Licensed or regulated companies listed here may be offered for sale by their respective owners or other third parties.
The Company does not sell, issue or provide licences, authorisations, registrations or the underlying regulated services. Any existing licence, registration, authorisation or regulatory status remains subject to applicable law and, where required, regulatory approval, notification, change-of-control, re-registration or other procedures imposed by the competent authority.
The Company acts solely as an independent provider of legal, consultancy and transaction support services and may assist with due diligence, transaction structuring, documentation, ownership transfer, re-registration and related legal or regulatory support.
No listing constitutes financial, investment or brokerage advice, or a guarantee that any licence or regulatory status may be transferred, maintained or used by a prospective purchaser.