Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory services, catering to both individual and institutional clients.

Licence: FINMA
Type: Asset Management “Gestionnaires de fortune” (under Article 17 FinIA)
Service: Discretionary and Advisory Mandates, Dynamic Mandates, Brokerage
Brokerage: Stocks, CFDs, Index, FX, Future Cryptocurrencies
Custodian Banks: Safra Sarasin, UBS, Lombard Odier, Swissquote
AUM: 70M CHF
Number of Customers: 50-100x
Geography of Customers: Western Europe

Target Price: CHF 7,250,000

Gross Revenue: Fr.2,750,000

EBITDA: Fr.1,500,000