Swiss Asset Management Company for sale

Swiss Asset Management Company

Company Information:

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  • Company: Swiss AG
  • Established: 2014
  • Domicile: Geneve, Switzerland
  • License: FINMA registered portfolio manager
  • Comment: Clean, new license granted June 2024
  • Industry: Portfolio Management, Asset Management
  • Asking Price: CHF 440,000

Possible Activities:

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The Company is authorized as a portfolio manager (gestionnaire de fortune) under Art. 2 para. 1 let. a FinIA.

  1. Discretionary asset management – managing client portfolios on a discretionary basis, within the mandate.
  2. Advisory (non-discretionary) asset management – providing individualized investment advice tailored to clients.
  3. Ancillary financial services covered by FinSA – e.g. client classification, suitability/appropriateness checks, documentation and reporting, and financial instrument offering within the portfolio management context.

Declared business:

  • Management of individual portfolios (mandates).
  • Investment advice for individual portfolios.
  • Offering of financial instruments (within FinSA).
  • Ancillary advisory services (corporate finance: M&A, fundraising, investor relations).

    Contact Business

    Swiss Asset Management Company for Sale

    Confidential Investment Opportunity – Swiss FINMA-Approved Portfolio Manager

    A clean, licensed Swiss Portfolio Manager, approved by FINMA is offering a 100% strategic equity acquisition opportunity. The company provides discretionary and advisory asset management services, complemented by cash management and payment solutions through regulated counterparties in the EU and EEA.

    With a lean operational setup, strong compliance infrastructure, and partnerships across multiple jurisdictions, the asset manager is ideally positioned for growth. Recent internal restructuring has optimised governance and shareholding, creating a clean, scalable structure for expansion in international client servicing and financial product distribution.

    Ideal for strategic investors, licensed institutions, or fintech groups seeking a compliant Swiss entry point into portfolio management and cross-border financial services.

    We do not own this company. Rather, we are representing the Seller rep.

    Contact us for more information.

     

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