Swiss Asset Management Firm with CHF 80 Million AUM for Sale
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Financial Details
- Location:
- Zug, CH
- Sources:
- Date:
- May 12, 2025
Key Highlights
- FINMA licensed Swiss asset management and private banking firm for acquisition.
- CHF 80 million AUM with strong corporate banking relationships.
- Offers traditional and digital asset management services; budgeted income of CHF 900,000.
Description
A fully FINMA licensed Swiss asset management and private banking firm with CHF 80 million AUM is available for acquisition. The firm, based in Zurich, has corporate banking relationships with major Swiss banks and international custodians. It offers traditional portfolio management and private banking services, as well as digital asset management services. The firm has a budgeted income of CHF 900,000 for the next 12 months and is offered at a price of CHF 1,100,000.
Industry Information
- Industry Description:
- Finance and Insurance
- Classification:
- Financial Services
Listing Details
- Listing ID:
- b932c51a-6a79-4e49-aa90-9dbabe4758c7
- Deal Status:
- For Sale
- Date Posted:
- May 11, 2025
- Last Updated:
- May 26, 2025
- Currency:
- CHF
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