Swiss Asset Management and Transaction Solutions Business
Financial Details
- Profit Metric:
- null
- Location:
- Zug, CH
- Source:
- Date:
- September 15, 2025
Key Highlights
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