Swiss Asset Management and Transaction Solutions Business

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Financial Details

Profit Metric:
null
Location:
Zug, CH
Source:
Date:
September 15, 2025

Key Highlights

Offers comprehensive Swiss Asset Management, Trustee, Remittance, and Fiduciary solutions.
Provides flexible business formation options including white label, SaaS, and turnkey solutions with a price range of 75,000 to 250,000 CHF.
Includes essential operational components such as a Swiss resident director, compliance director, and access to brokerage and banking services.

Description

This listing presents an opportunity to acquire Swiss Asset Management and Transaction Solutions. The business offers a comprehensive suite of services including asset advisory, trustee, remittance, fiduciary, holding, and/or trust solutions. Clients can opt for new formations, white label services, solutions as a service, or turnkey packages. The price range for these offerings is between 75,000 CHF and 250,000 CHF, depending on licensing requirements. Key deliverables include a provided Swiss resident director, a compliance director, and access to custodian banks (subject to approval), brokerage solutions, and website services. The business operates from Zug, Switzerland, a low-tax jurisdiction. Allowable activities for an SRO Licensed 'Swiss Asset Management' company are extensive, covering asset management, trading in various instruments (crypto, securities, commodities), credit transactions, payment services, investment advising, and bank account signatory services. Full asset management is available up to 5M / 20 clients, with higher thresholds possible with a FINMA SO License. Ongoing yearly base costs are approximately CHF 35,000, covering FINMA licensing, compliance, director fees, and registered address. The offering emphasizes full usage of an international banking network, multi-solution transactional banking, KYC/AML capabilities, discretionary fund management, and international clearing. Foreign ownership and directors are allowed. Switzerland's regulatory regime is highlighted for its business orientation and reasonable boundaries, with low ongoing costs compared to US/UK firms and no net capital requirement. Swiss AGs offer shareholder anonymity.

Industry Information

Industry Description:
Swiss Asset Management, Asset Advisory, Trustee, Remittance, Fiduciary, Holding and/or Trust Solution.
Classification:
Financial Services

Real Estate & Lease

Status:
Available

Listing Details

Listing ID:
510063ff-855d-4237-b164-9c0966ac4b1d
Deal Status:
For Sale
Date Posted:
September 21, 2022
Last Updated:
September 15, 2025
Currency:
CHF

Features & Tags

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