We are currently offering Two Exceptional Swiss Portfolios Companies For Sale : one located in Zug and the other in Geneva. Importantly, while both companies are operational, they are being offered without Assets Under Management (AUM). Do not hesitate to contact us for more information at connect@swissfintechpro.com
These companies offer turnkey Swiss Portfolio Management firms with full licensing, established infrastructure, and strategic partnerships, presenting ready-to-operate business opportunities without the complexities of starting from scratch.
Indeed, obtaining a Swiss Portfolio Management license typically takes about 10 months, followed by an additional 2 to 3 months to become operational. In this specific case, you are permitted to commence operations upon paying the deposit, even while awaiting approval from FINMA.
A sale price below 650,000 CHF indicates that these companies do not include AUM.
Typically, when a company is sold with AUM, the value of the AUM is factored into the company’s sale price, generally ranging from 2% to 2.5% per million. For instance, a company with 100,000,000 CHF in AUM would be sold for approximately 3,000,000 CHF. We have even seen a case where 50% of a Portfolio company with 850,000,000 CHF of Asset Under Management was put for sale for 18,000,000 CHF. Basically, they valued the AUM at 4%.
An effective strategy for acquiring AUM without a direct purchase involves partnerships with external asset managers. These managers can bring their clients into the company’s structure under arrangements that typically involve profit sharing and possibly some equity. This approach does not require the buyer to purchase the AUM, only the company itself.
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| Item | Details | |
| Place of Registration | Zug | Geneva |
| Date of Registration | 2021 | 2018 |
| Capital | 100,000 CHF | 100,000 CHF |
| Objectives | Portfolio Management | Portfolio Management |
| Portfolio License | Licensed by Finma 2022 | Licensed by Finma 2022 |
| Supervised by | AOOS Zurich | OSFIN Geneva |
| Status | Operating | Operating |
| Employees | One Asset Manager of record | One Asset Manager of record |
| Risk Management | In Place | In Place |
| Software for Internal Control System | In Place | In Place |
| Software for Sanctions and KYC | In Place | In Place |
| IT system | In Place | In Place |
| Compliance Management | In Place | In Place |
| Risk and Compliance Officer | In Place | In Place |
| Legal Counsel | In Place | In Place |
| In-House Asset Manager | One Asset Manager of record will remain | One Asset Manager of record will remain |
| Auditor | ||
| Member of Associations | ||
| Corporate Bank Accounts | Yes | Yes |
| Banks Asset Management Relationships | Yes | Yes |
| Office | Real office | Real office |
| AUM
| No | Yes, but current owner will remain as an employee and the fees generated by his current clients will stay with him as fees/salary |
| Sale and Purchase Price | Contact Us at connect@swissfintechpro.com | |
Interested in our Swiss Portfolio Companies for sale on our Marketplace?
Negotiation Services: We advocate for your interests in deal negotiations.
We encourage you to contact us to further discuss the acquisition of these Swiss Portfolio Management Company. Do not hesitate to contact us for more information at connect@swissfintechpro.com
