An exclusive opportunity has arisen to acquire Swiss Portfolio Management with AUM for Sale at a remarkable value. This rare prospect presents a strategic investment with the potential for substantial returns. By seizing this opportunity, you gain access to a well-established company in the heart of Switzerland, renowned for its excellence in portfolio management. Do not hesitate to contact us at connect@swissfintechpro.com
Portfolio Asset Management | |
| Canton | Zurich |
| Address | Prestigious office at Bahnhofstrasse |
| Date of Incorporation | 2006 |
| Capital | 100,000 |
| Portfolio Management License | Licensed by Finma (prior to licensing the company was an SRO) |
| Supervised by | OSFIN |
| Corporate Bank Account | VP Bank |
| Banks Asset Management Relationships with selected Private Banks | Julius Baer Bank, VP Bank, Maerki Bauhman Bank and Sygnum Bank the crypto bank |
| Status | Operating |
| Office | Real office on Bahnhofstrasse |
| Software | Asset Max/In Front license Asset Max is a Swiss software for independent asset managers, family offices and banks with integrated multi-custody portfolio management, client relationship management, invoicing, and reporting. |
| Employees | 1 employee and 3 external AM and consultants |
| Compliance Management | Provided by Swiss Comply |
| Risk Management | Provided by Swiss Comply |
| Legal management | Provided by Swiss Comply |
| In House Asset manager | Yes |
| AUM | Yes (not included in the purchase price) More than 100,000,000 AUM Remark: The buyer is not required to invest capital upfront for the “purchase” of the Assets Under Management (AUM). On the contrary, the buyer may engage in negotiations with the Asset Management team to establish a profit-sharing agreement. This agreement entails the Asset Manager team to receive a share of the fees generated by the AUM, eliminating the need for an initial capital outlay. |
| Sale and Purchase Price | Please contact us |
Please note that we can assist we additional bank accounts opening and negotiating additional asset management relationships with banks such as UBS/Credit Suisse, etc.
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We have a deep understanding of the Swiss banking and financial landscape and a strong working relationship with Finma. We are confident that we have the knowledge and expertise to guide you through the acquisition of this Swiss Portfolio Management with AUM for Sale process inclusive of due diligence sale and purchase agreement negotiation and drafting, transfer formalities, opening of additional accounts or asset management relationships with bank. Do not hesitate to contact us at connect@swissfintechpro.com
