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