Swiss Asset Management and Fiduciary Company for Sale

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Financial Details

Asking Price:
$200,000
Profit Metric:
None
Location:
Zug, CH
Source:
Date:
September 15, 2025

Key Highlights

Acquire a fully operational Swiss Asset Management/Advisory company with SRO Membership or FINMA regulation.
Includes essential services like Swiss resident director, compliance director, and custodian bank access.
Flexible solutions available, from adopting an existing company to building from scratch, with pricing starting from 75,000 CHF.

Description

This listing presents an opportunity to acquire a Swiss Asset Management, Fiduciary, or Trust Solution company. The business is fully operational and regulated, with options for immediate use of an existing company or formation from scratch. Key deliverables include a Swiss resident director, compliance director, custodian bank access, website, and physical office space in Zug. The company offers flexible international banking network access and can manage various assets and financial activities. Pricing starts at 75,000 CHF for new formations and 200,000 CHF for existing solutions, including the first year's maintenance. Ongoing yearly costs after the first year are approximately 35,500 CHF.

Industry Information

Industry Description:
Asset Management, Fiduciary, Trust Solutions
Classification:
Financial Services

Real Estate & Lease

Status:
Available
Monthly Rent:
$2,958 CHF

Listing Details

Listing ID:
0eaa1f17-87ff-43f9-b9f1-239e8ca42030
Deal Status:
For Sale
Date Posted:
September 24, 2022
Last Updated:
September 15, 2025
Currency:
CHF