Corporate Overview
- Establishment Year: 2018
- Capital Structure: CHF 100,000
- Licensing: Licensed as a Portfolio management company in Geneva for sale by FINMA in 2022; previously operated under SRO status.
Business Operations of Portfolio management company in Switzerland for sale
- Core Activities: Specializes in providing financial advice and asset management services.
- Additional Capabilities: Authorized to establish branches, acquire or participate in companies with similar objectives, and conduct related financial, industrial, commercial, and securities transactions.
Operational Assets
- Property and Intellectual Rights: FINMA licensed company in Switzerland for sale includes rights to acquire, lease, and manage property and facilities essential for operations. Holds intellectual property rights relevant to its business activities.
- Contractual Engagements: Engages in contracts that support or are integral to the company’s objectives.
Financial Performance of Asset management company in Switzerland for sale
- Assets Under Management (AUM): Actively managed with consistent performance.
- Annual Revenue: Generates approximately CHF 200,000 from management fees annually.
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