Setting Up a Swiss Family office Setting Up a Swiss Family office: Switzerland is increasingly becoming the preferred location for the establishment of family offices….

Swiss Light Bank License We aim to guide your institution through the meticulous process of application of a Swiss Light Bank License, leveraging our expertise…

Overview of Swiss Traditional Financial Services Licenses Swiss Traditional Financial Services Licenses. Switzerland is renowned for its robust financial services sector, characterized by a comprehensive…

Beware of Unauthorized Financial Services: A Guide to FINMA’s Warning List The Swiss Financial Market Supervisory Authority (FINMA) plays a crucial role in protecting investors…

Maximizing Tax Benefits for Cross-Border Charitable Donations: Strategies for U.S. and EU While Swiss Charitable Foundations are not financial institutions per se, many of them…

Swiss Charitable Foundation Firstly, it’s important to note that while Swiss Charitable Foundations are not financial institutions per se, many of them finance fintech, blockchain…

Swiss SRO For Sale With Upgrade to Portfolio or Cisa License  You can grab a Swiss SRO for Sale With Upgrade to Portfolio or Cisa…

Discover an exclusive investment opportunity in Switzerland’s financial landscape. This blog details the offering of a Finma Licensed Portfolio Management Company, established since 2006, a strategic asset for discerning investors.

A unique opportunity to purchase a Swiss Finma operating Portfolio AM company. It started to grow its AUM with a plan to reach 400,000,000 AUM over 3 to 4 years . An advantageous entry into the Swiss wealth management sector, promising growth and stability.

Swiss Collective Investment Schemes: A Guide to Alternatives to Buying a FINMA CISA License Alternatives to Buying a FINMA CISA L-QIF License. You’re eyeing the…