Swiss Vintage Asset Management & Financial Company

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Financial Details

Location:
Zug, CH
Source:
Date:
June 04, 2025

Key Highlights

- Vintage Swiss financial intermediary company (SRO) offering account management, fund administration, and family office services.
- Includes experienced management, compliance officers, auditors, active bank accounts, and asset management software.
- Price covers share cost, legal work, compliance, and one year of operational expenses; FINMA authorization pending.

Description

Vintage Swiss company offering financial intermediary services (SRO), account management with Swiss banks, fund administration, and family office functions. FINMA authorization is pending. The company has experienced management, compliance officers, and auditors. Includes legal form AG, active bank accounts, asset management software, and an established brand. Price includes shares cost, legal work, compliance costs, and operational expenses for one year.

Industry Information

Industry Description:
Business Services
Classification:
Financial Services

Listing Details

Listing ID:
d930ce47-b21e-440f-83ca-0c90ef1ca406
Deal Status:
For Sale
Date Posted:
June 03, 2025
Last Updated:
June 04, 2025
Currency:
CHF

Features & Tags

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