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.
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