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30-Year Old Swiss Licensed Asset Management Company

Zurich, Switzerland
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    30-Year Old Swiss Licensed Asset Management Company

    Asking Price:

    TBA

    Gross Revenue

    TBA

    EBITDA

    TBA

    Property ID:

    L#2021070

    Country

    Switzerland

    City:

    Zurich

    Description

    30-Year Old Swiss Licensed Asset Management Company without clients, key staff can be retained for transition. All corporate history first class.

    This company has an active SRO membership affiliation, under Swiss Financial Market Supervisory Authority (FINMA) supervision in the sector of asset management. The company can open and maintain sub-accounts/custody accounts for third parties, manage (large) funds on behalf of third-party customers, act in a capacity of an EAM with private/investment banks in Switzerland (full description of activities is available on request).

    Who is this company best suited for:

    – Asset managers & asset management companies, wealth management advisories, investment advisories, family offices, fiduciary companies, etc.
    – Companies with foreign ownership, anonymous shareholders
    – Companies/owners which need credibility, trustworthy image globally, which a Swiss regulated company provides
    – Companies/owners who wish to be able to be accepted by and work with the best private & investment banks in Switzerland for their own and clients’ accounts (only possible for Swiss based & Swiss regulated companies)

    USPs of this company:

    – Active SRO membership affiliation
    – Located in Zurich
    – In good-standing
    – Fully setup for operation: has own physical offices, assigned accredited compliance officer;
    . 250,000 CHF Deposited Capital on Bank Account

    Detail

    Updated on October 6, 2021 at 10:37 am

    Property ID:L#2021070
    Property Type:Financial Services
    Property Status:For Sale
    Asking Price: TBA
    Gross Revenue:TBA
    EBITDA:TBA
    Support & Training:3 Months
    Reason for Selling:Retirement
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