Swiss Asset Management Company with Paymaster Option and License Upgrade Potential
Financial Details
- Asking Price:
- $225,000
- Profit Metric:
- Cash Flow
- Location:
- Zug, CH
- Source:
- Date:
- September 17, 2025
Key Highlights
Description
This listing presents an opportunity to acquire an active Swiss Asset Management and Advisory Company, also capable of serving as a Paymaster solution. Located in Zug, Switzerland, the company is fully operational with a bank account and holds current SRO Membership, with the potential to be upgraded to a full FINMA or FinTech License within months. The offering includes a Swiss resident director, compliance director, custodian bank, website, physical office facilities in a low-tax canton, and established KYC software. The business is structured to manage assets, provide investment advisory services, and facilitate various financial transactions. Key features include discretionary fund management capability, allowance for foreign ownership and directors, international clearing, and a flexible regulatory environment with low ongoing costs and no net capital requirement. The asking price is 225,000 CHF, which includes the first year's maintenance.
Industry Information
- Industry Description:
- Investment Managers, Private Equity and Venture Capital
- Classification:
- Financial Services
Real Estate & Lease
- Status:
- Included
Listing Details
- Listing ID:
- 4be00d98-49c5-498e-9f64-e29bfc99e224
- Deal Status:
- For Sale
- Date Posted:
- March 17, 2023
- Last Updated:
- September 17, 2025
- Currency:
- CHF