Swiss Asset Management Company for Sale in Zug, Switzerland

This listing presents a Swiss Asset Management/Advisory Company located in Zug, Switzerland, a prime location known for its low tax environment. The company is fully operational and can function as a Fiduciary and/or Trust Solution, holding current SRO Membership with the option to upgrade to a full FINMA SO license. It offers immediate operational readiness, including a bank account and a flexible international banking network. The business currently manages approximately 500k AUM and is capable of various financial activities such as discretionary fund management, trading securities, opening FX/CFD/commodity accounts, credit transactions, and payment services. Key deliverables include a Swiss resident director, compliance director, custodian bank access, a website, and physical office facilities. The asking price is $270,000 USD, with reported sales of $500,000 and a cash flow of $30,000. The company is relocatable, and management is willing to stay post-acquisition. Ongoing yearly base costs after the first year are estimated at CHF 35,500. The Swiss regulatory regime is noted for its flexibility and lower costs compared to US/UK/EU regulations, with no net capital requirement and offering shareholder anonymity.