Portfolio Management Company in Geneva for sale

Corporate Overview

• Establishment Year: 2018
• Capital Structure: CHF 100,000, divided into 100 shares of CHF 1,000 each.
• Licensing: Licensed by FINMA as a portfolio manager in 2022; previously operated under SRO status.

Business Operations of Portfolio management company in Switzerland for sale

• Core Activities: Focuses on providing financial advice and asset management services.
• Additional Capabilities: Has the authority to establish branches, participate in, or acquire companies with similar objectives, and engage in related financial, industrial, commercial, and securities transactions.

Operational Assets

• Property and Intellectual Rights: FINMA licensed company in Switzerland for sale rights to acquire, lease, and manage necessary property and facilities for operations, including intellectual property rights pertinent to its activities.
• Contractual Engagements: Actively engages in contracts that support or are closely related to the company’s strategic objectives.

Financial Performance of Asset management company in Switzerland for sale

• Assets Under Management (AUM): Actively managed with a consistent track record.
• Annual Revenue: Approximately CHF 200,000, primarily from management fees.

For more information and pricing details for these business opportunities, fill out the form and we will contact you.