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Wealth Management Business Investment Opportunities in Rio De Janeiro

Showing 1 - 1 of 1 Wealth Management Business Investment Opportunities in Rio De Janeiro. Invest in a Wealth Management Business. Listed by Direct Business Owners & Business Brokers.
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Wealth Management Company Equity Stake For Sale in Rio de Janeiro, Brazil

Wealth management firm serving hundreds of HNIs and corporate clients seeking investment for expansion.
The company is a wealth management firm providing a range of services to HNIs and corporate clients. - It currently serves several hundred clients. - Its revenue model is diversified across: * Recurring AUM-based fees. * Transaction-based revenues from fixed income, structured products, and FX. * Corporate advisory fees. * Performance-linked revenues on specific mandates. - The firm employs 10 permanent staff members who ensure smooth daily operations. - It is registered as a private limited company. - The business operates in full compliance with Brazilian financial regulations. Its advisory services are delivered through a structure registered with the CVM and aligned with ANCORD requirements.
8.6   Rio de Janeiro
Run Rate Sales
USD 1.2 million
EBITDA Margin
25 %
Partial Stake Sale
USD 1 Mn for 10%
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Wealth Management Company Equity Stake For Sale in Rio de Janeiro, Brazil

Wealth management firm serving hundreds of HNIs and corporate clients seeking investment for expansion.
The company is a wealth management firm providing a range of services to HNIs and corporate clients. - It currently serves several hundred clients. - Its revenue model is diversified across: * Recurring AUM-based fees. * Transaction-based revenues from fixed income, structured products, and FX. * Corporate advisory fees. * Performance-linked revenues on specific mandates. - The firm employs 10 permanent staff members who ensure smooth daily operations. - It is registered as a private limited company. - The business operates in full compliance with Brazilian financial regulations. Its advisory services are delivered through a structure registered with the CVM and aligned with ANCORD requirements.
8.6   Rio de Janeiro
Run Rate Sales
USD 1.2 million
EBITDA Margin
25 %
Partial Stake Sale
USD 1 Mn for 10%
Contact Business
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