FINMA Licensed Asset Management Company for Sale
- Geneva, Switzerland
- Investment Management, Private Equity, and Venture Capital
- Asking Price; On Request
- Management will stay
- Relocatable
Swiss wealth management firm specializing in asset management operations with investors, financial management advisory, and strategic business consulting. The company provides comprehensive financial services including management mandates, economic and administrative assistance, and strategic corporate advice. As a Swiss-based entity, it operates within the sophisticated financial ecosystem of Geneva while maintaining a focus on personalized wealth management solutions.
The company currently has approximately CHF million in AUM.
The regulatory licensing and corporate purpose encompass an exceptionally broad range of financial and business advisory services, creating multiple potential revenue streams and cross-selling opportunities.
The authorization to provide not only asset management but also strategic businesses create a versatile platform for holistic client services.
The company’s authorization to acquire shareholdings, goodwill, and to manage portfolio companies presents a distinctive strategic advantage beyond traditional wealth management.
This comprehensive service authorization allows for business model evolution without requiring additional regulatory approvals or corporate restructuring. For acquirers, this flexibility creates opportunities to develop specialized services offerings.
Included in the sales prices:
Costs paid in advance for the first year of operations:
- The mandatory Swiss Resident Director
- The required AML Compliance Officer
- Licenses & Affiliation fees: 1 year
- Registered Office Address
- Administration and accounting services
- AML audit
Availability: immediate (transfer of ownership within 5 working days)
Asking Price: On Request
Cash Flows: On Request
Sales: On Request
Contact us immediately to take ownership of this company
