Swiss Asset Management Company for Sale
Swiss Asset Management (AM)
Financial Details
- Profit Metric:
- Cash Flow
- Location:
- CH
- Source:
- Date:
- September 15, 2025
Key Highlights
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