Swiss Asset Management Firm with SRO License

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Financial Details

Profit Metric:
On Request
Location:
Geneva, CH
Source:
Date:
September 15, 2025

Key Highlights

Acquire a regulated Swiss asset management license.
Established in 2006 with a spotless regulatory record and no debt.
Potential for portfolio management licensing upgrades and corporate structure conversion.

Description

This listing offers a unique opportunity to acquire a well-established Swiss asset management firm, founded in 2006 and based in Geneva. The business holds a critical Self-Regulatory Organization (SRO) license, essential for operating within Switzerland's financial sector, and boasts a flawless operational history with no outstanding debt, credit issues, or legal disputes. It has maintained an impeccable compliance record with both SRO and FINMA. The firm, currently operating as a GmbH, is slated for conversion to a SA/AG structure upon acquisition. This offering is particularly attractive for entities looking to enter or expand their footprint in the Swiss financial market, with the added benefit of potential upgrades to portfolio management licensing. The asking price is not disclosed.

Industry Information

Industry Description:
Financial Services
Classification:
Financial Services

Operational Snapshot

Year Established:
2006

Real Estate & Lease

Status:
Not_included

Listing Details

Listing ID:
7848c75e-967d-41ae-be87-60d74406797d
Deal Status:
For Sale
Date Posted:
July 14, 2023
Last Updated:
September 15, 2025
Currency:
USD