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
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