Portfolio Management Company in Geneva for sale

Published: 07.05.2024
Europe - Switzerland Asset management license
  • Sales Price
  • On request
  • Profits
  • On request
  • Asking Price
  • On request

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.

  • Represented by broker?
  • Seller Financing?
  • Principals only?
  • Franchise?
  • Management will stay?
  • Relocatable?
  • Real Estate?

Interested in buying this business?

Write to us and we’ll contact you with the detailed information

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