Swiss Asset Management Company for Sale

Swiss Asset Management (AM)

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Financial Details

Profit Metric:
Cash Flow
Location:
CH
Source:
Date:
September 15, 2025

Key Highlights

Established Swiss Asset Management (AM) company with AG registration.
Offers comprehensive services including asset management, investment advisory, and compliance remediation.
Turnkey solution for FinIA/FinSA compliance implementation and FINMA accreditation.

Description

This listing presents a Swiss Asset Management (AM) company, registered as an AG in Switzerland, specializing in the professional management of assets for private, institutional, and corporate clients. The company is well-positioned to navigate recent regulatory changes like AML, FinIA, and FinSA, offering effective turnkey solutions for compliance implementation and FINMA accreditation. Services include credit transactions, payment services, trading of various financial instruments, asset management, investment advisory, and securities custody. The offering includes an existing AG structure, a bank account with Credit Swiss, a Swiss resident director, a compliance officer, a corporate website, and a Swiss phone number. The business is described as a complete, turn-key solution that can protect shareholder identity, serve as an efficient tax structure, and be a tool for succession planning. Note that the owner requires a minimum of three employees with 30% contracts, implying additional operational costs for the buyer.

Industry Information

Industry Description:
Finance and Insurance
Classification:
Financial Services

Real Estate & Lease

Status:
Not Specified

Listing Details

Listing ID:
f22327ab-a945-4307-a6b6-144717c137f6
Deal Status:
For Sale
Date Posted:
November 09, 2023
Last Updated:
September 15, 2025
Currency:
CHF