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Asset Management Business Opportunities

Showing 1 - 11 of 11 Asset Management Business Opportunities. Buy or Invest in an Asset Management or a Investment Management Business.

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Newly Established Asset Management Company Seeking Loan in Wales, United Kingdom

Asset management firm in Wales, specializing in luxury lending market funding, seeking funds for expansion.
- Asset management firm located in Wales, specializing in providing funding to companies operating in the luxury goods market. - The business model involves the clients investing in the company and in return the company re-investing in other firms, and as of now, the company has 5 clients, comprising both individual investors and investment companies. - Currently invested in one firm and is seeking to expand its investments to more companies in the near future. - The company retains 14% of the returns from its investments. - The company's approach to funding differs from traditional pawnbrokers, as it does not deal directly with individuals seeking finance through the pledge of assets. Instead, it provides funding to companies that engage in this type of financing. - The average global rate for pawnbrokers is estimated to be 5% per month; however, the company's focus on higher echelon assets and operating at a secondary level leads to its decision to use this rate. - Business has a Financial Conduct Authority (FCA) license. - There are 3 permanent employees, additionally, there are agents stationed at various locations.
9.8   Wales
Run Rate Sales
USD 1.5 million
EBITDA Margin
Nil
Business Loan
USD 300 K at 12%
Contact Business

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.
8.7   Sion
Run Rate Sales
USD 1.1 million
EBITDA Margin
10 - 20 %
Financial Investment
USD 5.7 Mn for 50%
Contact Business

Newly Established Asset Management Business Seeking Loan in Luxembourg District, Luxembourg

Asset management business in Luxembourg with 50%+ profit margin seeking loan to increase investor base.
- We are an asset management and advisory services company for stocks in American and European companies, located in Luxembourg. - Our clients are retail investors. - We have just started operations with10 investors, who are friends & family members with 100k EUR AUM. - The projected sales is 15k EUR per month and a profit margin of >50%. - The objective is to grow to 1 million EUR in AUM in the first year. - The target return offered to investors is 10% - The promoter has 8 years of experience as finance professional and 6 years of experience in trading and stocks.
7.8   Luxembourg District
Run Rate Sales
Nil
EBITDA Margin
Nil
Business Loan
USD 220 K at 10%
Contact Business

Asset Management Company Investment Opportunity in Oakville, Canada

Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
- We are a well-rounded and complete service provider for asset management with a focus on real estate investing. - The company has a proprietary technology platform internally used and might be scaled for a larger real estate investing and asset management audience. - In contrast to traditional real estate investment companies, our primary focus is on providing customer-centric solutions. - We have embraced digitalization, streamlining the entire investment process from the virtual data room to the finalization of deals, including the registration of share certificates and the distribution of share profits. - The platform has the potential to grow into an AI-empowered real estate investing platform and/or real estate tokenization platform. - We own our proprietary technology that can be further employed by other real estate development companies or real estate agents or teams. - Our company is also considered a Halal investing and financing company, a niche that is underserved and with double-digit growth potential. - Since inception, the company was able to source some quality investment opportunities and to complete several investment cycles resulting in satisfied investors who have enjoyed annual returns ranging from 10% to 15%. - The team includes all Canadian citizens with top university degrees and experience in real estate, finance & banking. - The team has successfully worked together for more than 4 years and is in great harmony.
Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
7.8   Oakville
Run Rate Sales
USD 1.1 million
EBITDA Margin
15 %
Financial Investment
USD 500 K for 25%
Contact Business

Asset Management Company Investment Opportunity in Mumbai, India

Asset management company that has 200-250 clients and has tied up with 120 distributors.
- Asset management company that creates a product which is later sold to our clients through distribution channels. - HNIs are our clients. We handle their portfolios. - We have 120 distributors that we have tied up with. - We receive our clients through website and distributor channels. - We charge 2.5% as a commission on the investment of the clients. - The business has 200-250 clients. - Majority of our clients are from countries other than India. - Our products consist of investments that is is outside the Indian market as well. - We are projecting our AUM to be INR 1.5k cr in a year from now and INR 2k cr in 2 years. - The business is registered under SEBI.
7.2   Mumbai
Run Rate Sales
USD 1.4 million
EBITDA Margin
25 %
Financial Investment
USD 1.8 Mn for 5%
Contact Business

Asset Management Company Investment Opportunity in Amsterdam, Netherlands

Regulated real estate investment fund in Luxembourg with a solid pipeline of deals.
- Our real estate investment fund in Luxembourg is offering a limited-time opportunity to invest in our carefully curated portfolio of hotels, residential, and logistics properties. - Our experienced management team has scoured the market to identify the best properties with strong economic fundamentals. - We believe that our portfolio offers exceptional potential for growth and stability, and we're excited to share this opportunity with a select group of investors. - Our fund is only available to a limited number of high-net-worth individuals and investment clubs who understand the value of exclusivity and long-term investments. - We are not interested in a quick sale. We are looking for investors who share our vision and want to invest in real estate for the long haul. - We're currently offering a unique opportunity to invest in our current portfolio of properties, but this round of investments will only be available for a limited time. Once this round is over, we won't be accepting new investments until the last quarter of next year at the earliest. - In addition, our exclusive group of investors sometimes has access to unique off-market projects that are not available to the general public. These opportunities can provide a clear advantage in a highly competitive market, and we're excited to offer them to our select group of investors. - So if the party is ready to invest in a carefully curated portfolio of real estate properties with exceptional potential for growth and stability, then we invite to consider investing in our real estate investment fund in Luxembourg. - The stake will be given to the entire company. - We have 12 full-time employees and 4 part-time employees.
7.1   Amsterdam
Run Rate Sales
USD 13 million
EBITDA Margin
8 %
Financial Investment
USD 1.1 Mn for 20%
Contact Business

Asset Management Company Investment Opportunity in Mumbai, India

Company that has developed an investment application on which a user gets 5-15% returns pm.
- 38k active users in 5 months. - On boarded Suresh Raina as a brand ambassador. - Received award from Shri Nitin Gadkari for contribution to the financial field. - Promoter is a well-known entrepreneur. - The app has faced many issues from the payment gateway side which resulted in the loss of ratings which the company is already working to improve the service.
6.9   Mumbai
Run Rate Sales
USD 1.4 million
EBITDA Margin
20 %
Financial Investment
USD 1.2 Mn for 10%
Contact Business

Asset Management Company Investment Opportunity in Hyderabad, India

Hyderabad-based investment management company seeks an investor to set up its Bangalore office.
- Investment management firm in Hyderabad. - We earn revenue by charging a 2% management fees, and by retaining part of the returns from our investments. - Our investors include HNIs and retail investors that can invest a minimum of INR 30 lakhs. - Total AUM of INR 2.5 crore, 70% of our allocation is in real estate instruments. A) Generated 13% returns in our first project within 3 months. B) Expected to generate 17-21% in the next 4-6 months time. C) We choose an investment after weighing the pros and cons. - Operating since January of this year. - No bank loans in the company's name. - The company has two shareholders in a 90:10 shareholding pattern. - The investor will get a 10% stake in this company.
Hyderabad-based investment management company seeks an investor to set up its Bangalore office.
7.7   Hyderabad
Run Rate Sales
USD 220 thousand
EBITDA Margin
32 %
Financial Investment
USD 36 K for 10%
Contact Business

Asset Management Business Investment Opportunity in Bangalore, India

Company developing trading algorithms to manage funds for brokers and UHNI clients seeks investment.
- We manage funds for our clients using our trading algorithm developed by the promoters using their expertise in the field. - 4 years of R&D went into the development of this algorithm. - In simple terms, clients subscribe to use this algorithm but our revenue model is not based on subscription but we are paid a commission of 20% on profits. - Clients are brokers and UHNIs, and we have 3 clients at the moment. - We are managing INR 140 crore of exposure with approximately INR 47 crore of margin. In the next 2 months, we are expecting another INR 60 crore of assets under management exposure. - Have delivered 24% ROI per annum with a maximum risk of 8% on the exposure. - Under our algorithm, 3 times leverage can be used. For example, if someone wants to trade INR 150 crore worth of exposure, they require only INR 50 crore of margin, so their ROI percent and max risk on exposure will be multiplied 3 times. - As of now, we are not registered under SEBI but looking to apply for an AIF CAT III License within 1 year time frame. With this license, we will have many tax benefits and higher margins. - Valuation is based on the following parameter: with the current expansion rate, without adding any new clients and having INR 200 crore of exposure on book, generating ROI at 24%, we will be generating INR 48 crore profit for the clients. On profit, we will be sharing 20% which will be around INR 9.6 crore per annum to the company. Investor buying 11% stake at INR 3 crore can recover initial investment in 3 years time frame. - Moreover, if we scale our business to 5 times which is highly possible, then Investment can be recovered in a single year. - Recently, we have sold 5% stake at INR 1.5 crore to an investor.
Company developing trading algorithms to manage funds for brokers and UHNI clients seeks investment.
8.7   Bangalore
Run Rate Sales
USD 320 thousand
EBITDA Margin
24 %
Financial Investment
USD 360 K for 11%
Contact Business

Newly Established Asset Management Company Investment Opportunity in Seychelles

Start-up investment company in Seychelles that plans to set-up 10 subsidiaries across the world.
- Seychelles based business which is not yet operational. - Soon we will have a fund daughter company in Gibraltar with 7 long/short hedge funds, a fund management daughter company in Switzerland and 8 offices worldwide. - We will open branch offices across New York, London, Luxembourg, Switzerland, UAE, India, Singapore, Hong Kong to approach investors and collect money from them. - We will invest the money collected from the investors in the US stock market to give them above average returns. - Promoter has more than 20 years of experience in US stock market. - Have all the required documents and licenses to start the operations. - Business is registered in Seychelles but the promoter is in Croatia now as he has another business there.
Start-up investment company in Seychelles that plans to set-up 10 subsidiaries across the world.
7.4   Seychelles
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 1.6 Mn for 17%
Contact Business

Asset Management Business Investment Opportunity in Kolhapur, India

Trading and fund management business based in Kolhapur, currently having 8 clients.
- A trading and fund management business based in Kolhapur, that has been operating since 2014. - Business owner is an independent trader, has 6 years of experience in this field and is a qualified analyst having cleared the CMT (Chartered Market Technician) exams. - We manage funds and investments for our clients and currently have 8 clients. - Our business aims to provide a return of 2.5% per month per client. This is done by using low risk hedging strategies to generate moderate but consistent returns. - We trade in stocks on the Indian stock markets (NSE, BSE). - Investor can earn up to 36% return per year. A detailed explanation will be given once contacted.
7.5   Kolhapur
Run Rate Sales
USD 140 thousand
EBITDA Margin
40 %
Financial Investment
USD 180 K for 36%
Contact Business

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    There are 11 active and verified asset management business opportunities listed on SMERGERS as of 29 March 2024.
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