Investment Firm Offering Portfolio Management (Discretionary)

This listing is for an established investment firm that specializes in discretionary portfolio management. A significant operational advantage is that the firm does not hold client funds, which reduces its regulatory capital requirement to 75,000 EUR. The firm is authorized to offer a range of investment services across all EU member states, including reception and transmission of orders for transferable securities and units in collective undertakings, portfolio management, and investment advice. The business currently serves 8 clients and manages 5 million in funds under management. The asking price is not disclosed.