Portfolio Asset Management Business for Sale in Zug, Switzerland

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Financial Details

Profit Metric:
Not Disclosed
Location:
Zug, CH
Source:
Date:
September 15, 2025

Key Highlights

Finma-licensed Swiss portfolio management business with established operations since 2003.
Strong relationships with reputable Swiss banks and brokers.
Opportunity to acquire a regulated financial asset management entity in a stable jurisdiction.

Description

This listing presents an opportunity to acquire a well-established portfolio asset management business based in Zug, Switzerland. Incorporated in 2003, the company holds a crucial Portfolio Management License from Finma, demonstrating its compliance and regulatory standing. It is also supervised by OSFIN. The business benefits from established corporate banking relationships with prominent institutions like VP Bank and Post Finance Bank, as well as asset management relationships with Corner Bank, VP Bank, Flow Bank, and various brokers. Business licenses are available upon request. This offering represents a chance to enter or expand within the Swiss financial services sector with a regulated entity.

Industry Information

Industry Description:
Portfolio Asset Management
Classification:
Financial Services

Operational Snapshot

Year Established:
2003

Real Estate & Lease

Status:
Not_included

Listing Details

Listing ID:
277d9a1a-097a-4a05-9812-ae954343a31f
Deal Status:
For Sale
Date Posted:
February 05, 2024
Last Updated:
September 15, 2025
Currency:
USD