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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.
This Business is on a Premium Plan
Established 5-10 year(s)
Employees 2 - 5
Legal Entity Private Limited Company
Reported Sales Nil
Run Rate Sales Nil
EBITDA Margin Nil
Industries Asset Management
Locations  Zürich
Local Time 1:02 AM Europe / Zurich
Listed By Advisor / Business Broker
Status Active
Overall Rating
Full Sale
Asking Price: USD 440 thousand (Native Currency: CHF 385,000)
Reason: The client has the other working business. Asset management is a secondary business. Note: this tr... View More
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Not disclosed
User Verification
Business Overview
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.
Products & Services Overview
Authorisations/license:
Allowable activities of this Swiss asset management & fiduciary company (not a comprehensive list):
• Manage assets on behalf of customers (discretionary or non-discretionary basis);
• Make investments as investment and financial advisers, assist in the investment or transfer of the assets of 3rd parties;
• Accept or/and hold deposit assets of 3rd parties and assist in the acquisition or transfer of such assets (within sandbox);
• Trade for their own account or for the account of others in bank notes/coins, money market instruments, forex, precious metals, commodities, and securities (stocks and shares and value rights) as well as their derivatives;
• Carry out transactions related to factoring, consumer loans, etc.
• Act as an escrow agent;
• Carry out payment transfers on behalf of clients.
• Issue/manage modes of payment like credit cards.
Assets Overview
Intangible assets.
- Company shares;
- Access to SRO membership;
- Trademark, web domains (Swiss and EU);
- Professional corporate identity brand package: logo (trademark), brand patterns, colour. The scheme, graphic templates for all kinds of marketing;
- CRM system with 360-degree relationships with existing and past clients and partners;
- Front- and Backend, distributed database, and robo-advisor algorithms;
- iOS and Android Apps.
The intangibles are valued at CHF 20,000.
Facilities Overview
Company has a nominal office in Zurich, Switzerland.
Capitalization Overview
The company is absolutely debt-free, not involved in any lawsuits/claims, and are accompanied by the:
- Proof of the absence of any debts;
- Share certificate;
- Company sale and purchase agreement;
- Balance sheets and accounting records of the company.
Recent Activity
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Contact Business
2 Buyers contacted this Business this month. Register below to connect now!
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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