FINMA Swiss Asset Management Firm for Acquisition
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Financial Details
- Asking Price:
- $12,242,000
- Annual Revenue:
- $3,366,500
- Location:
- CH
- Source:
- Date:
- June 19, 2025
Key Highlights
- Established FINMA-licensed Swiss Asset Management firm for acquisition.
- Offers portfolio management, wealth management, and advisory services.
- Manages approximately 70M CHF in AUM with 50-100 clients in Western Europe.
Description
Established FINMA-licensed Swiss Asset Management firm available for acquisition. The firm offers portfolio management, wealth management, and advisory services to individual and institutional clients. The firm has approximately 50-100 clients located in Western Europe and AUM of 70M CHF.
Industry Information
- Industry Description:
- Financial
- Classification:
- Financial Services
Listing Details
- Listing ID:
- bedc8640-4e03-4e87-9d69-298ae91ffcd8
- Deal Status:
- For Sale
- Date Posted:
- June 19, 2025
- Last Updated:
- June 19, 2025
- Currency:
- USD
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