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    Asset Management Business Investment Opportunities in Sion

    Showing 1 - 1 of 1 Asset Management Business Investment Opportunities in Sion. Invest in an Asset Management or a Investment Management Business. Listed by Direct Business Owners & Business Brokers.
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    Asset Management Company Investment Opportunity in Sion, Switzerland

    Swiss based asset management company with FINMA License, seeking investment for expansion.
    An independent wealth management company, based in Switzerland. - First company to obtain a FINMA License in Valais. - We have ~ 20 clients. - Management mandate revenue model. - We charge a quarterly management fee of 1%. - Extensive and long-standing relationships with clients. - Our company manages our clients’ accounts through a selection of first-class custodian banks based in Switzerland, Lichtenstein and UAE. - We help our clients to grow and protect their wealth with tailored strategies that focus on what's important to you and the needs of your family or business. - By taking full charge of all aspects of asset management: portfolio structure, investment strategy, and asset allocation, we enable our clients to focus on essentials. - Each portfolio is structured, managed, and optimized on the basis of a risk profile. - We also provide services like family office, investment consulting, financial advisory, real estate, and tax & legal planning. - The business has 3 permanent employees. No additional contract/part-time employees.
    9.5   Sion
    Run Rate Sales
    USD 1.25 million
    EBITDA Margin
    10 - 20 %
    Partial Stake Sale
    USD 6.3 Mn for 50%
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    Asset Management Company Investment Opportunity in Sion, Switzerland

    Swiss based asset management company with FINMA License, seeking investment for expansion.
    An independent wealth management company, based in Switzerland. - First company to obtain a FINMA License in Valais. - We have ~ 20 clients. - Management mandate revenue model. - We charge a quarterly management fee of 1%. - Extensive and long-standing relationships with clients. - Our company manages our clients’ accounts through a selection of first-class custodian banks based in Switzerland, Lichtenstein and UAE. - We help our clients to grow and protect their wealth with tailored strategies that focus on what's important to you and the needs of your family or business. - By taking full charge of all aspects of asset management: portfolio structure, investment strategy, and asset allocation, we enable our clients to focus on essentials. - Each portfolio is structured, managed, and optimized on the basis of a risk profile. - We also provide services like family office, investment consulting, financial advisory, real estate, and tax & legal planning. - The business has 3 permanent employees. No additional contract/part-time employees.
    9.5   Sion
    Run Rate Sales
    USD 1.25 million
    EBITDA Margin
    10 - 20 %
    Partial Stake Sale
    USD 6.3 Mn for 50%
    Contact Business
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