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Asset Management Company for Sale in Zürich, Switzerland

For Sale: Swiss asset (portfolio) management with SRO membership and a nominal office in Zurich.
Offer details: - Domicile: Zurich (can be relocated on request); - Legal structure: Corporation (AG/Ltd); - Incorporated 8 years ago. - Paid-in share capital: CHF 150,000 (100%); - Regulatory status: Swiss SRO member. - Technologies: Developed and designed own robo-advisory system, recognized by reviews in the European press, including automated onboarding with all KYC/AML procedures, risk calculation, and online identification. Competitive advantages: • Highly experienced team; • Established network with Swiss and international partners; • Established track record in the market; • Authorisations/License to conduct asset management and fiduciary activities; • Ability to perform in a highly regulated environment; • Swiss base with access to the EU.
9.6   Zürich
Run Rate Sales
Business for Sale
USD 440 K
Contact Business


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