Swiss Asset Management Company
Company Information:
- Company: Swiss AG
- Established: 2014
- Domicile: Geneve, Switzerland
- License: FINMA registered portfolio manager
- Comment: Clean, new license granted June 2024
- AUM: not included
- Industry: Portfolio Management, Asset Management
- Asking Price: CHF 440,000
Possible Activities:
The Company is authorized as a portfolio manager (gestionnaire de fortune) under Art. 2 para. 1 let. a FinIA.
- Discretionary asset management – managing client portfolios on a discretionary basis, within the mandate.
- Advisory (non-discretionary) asset management – providing individualized investment advice tailored to clients.
- Ancillary financial services covered by FinSA – e.g. client classification, suitability/appropriateness checks, documentation and reporting, and financial instrument offering within the portfolio management context.
Declared business:
- Management of individual portfolios (mandates).
- Investment advice for individual portfolios.
- Offering of financial instruments (within FinSA).
- Ancillary advisory services (corporate finance: M&A, fundraising, investor relations).
Swiss Asset Management Company for Sale
Confidential Investment Opportunity – Swiss FINMA-Approved Portfolio Manager
A clean, licensed Swiss Portfolio Manager, approved by FINMA is offering a 100% strategic equity acquisition opportunity. The company provides discretionary and advisory asset management services, complemented by cash management and payment solutions through regulated counterparties in the EU and EEA.
With a lean operational setup, strong compliance infrastructure, and partnerships across multiple jurisdictions, the asset manager is ideally positioned for growth. Recent internal restructuring has optimised governance and shareholding, creating a clean, scalable structure for expansion in international client servicing and financial product distribution.
Ideal for strategic investors, licensed institutions, or fintech groups seeking a compliant Swiss entry point into portfolio management and cross-border financial services.
We do not own this company. Rather, we are representing the Seller rep.
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