Asset Management Company Investment Opportunity in Sion, Switzerland
Swiss based asset management company with FINMA License, seeking investment for expansion.
Premium Plan
| Established | 10-20 year(s) |
| Employees | 2 - 5 |
| Legal Entity | Public Limited Company |
| Reported Sales | USD 1.22 million |
| Run Rate Sales | USD 1.25 million |
| EBITDA Margin | 10 - 20 % |
| Industries | Asset Management |
| Locations | Sion |
| Local Time | 10:05 AM Europe / Zurich |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
6.3 million
for
50.0%
stake
(Native Currency: CHF 5,125,000)
Reason: Looking for a strategic partner to expand business and client base.
The valuation is fair because t...
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Includes physical assets worth
USD
24.5 thousand
Interested to connect with advisors
Name, Phone, Email
Not disclosed
Business Name
Not disclosed
User Verification
Documents
Domain-Verification.pdf
(212.9 KB)
Business Overview
- 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.
- 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.
Products & Services Overview
- Primarily an asset management company.- We also provide services like family office, investment consulting, financial advisory, real estate and tax & legal planning.
- Tailored investment solutions for high-net-worth individuals (HNIs), offering personalized service and potential for higher returns.
Assets Overview
Physical assets include basic office assets like furniture, electronics etc.FINMA License.
Network of clients.
Bank accounts and onboarding in elite private banks.
Facilities Overview
Operating from a rented office located in Sion.
Capitalization Overview
1 shareholder/owner who is also the General Director - 100% ownership.No debts/loans outstanding.
Business is funded through operational cash flow.
Recent Activity
-
Earlier than 15 daysM&A Consultant, Lausanne, M&A Advisor connected with the Business
-
Earlier than 15 daysDirector, Real Estate Consultancy And Investment, Lisbon, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysCEO, London, Financial Consultant connected with the Business
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