Swiss Asset Management Firm with SRO License
Financial Details
- Profit Metric:
- On Request
- Location:
- Geneva, CH
- Source:
- Date:
- September 15, 2025
Key Highlights
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