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FINMA-Licensed Asset Management Company in Switzerland For Sale

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November 05, 2026

FINMA-Licensed Asset Management Company in Switzerland

Company Details:

  • Jurisdiction: Switzerland
  • Location: Zurich
  • Licence Type: External Asset Manager (EAM)
  • Regulator: Swiss Financial Market Supervisory Authority (FINMA)
  • Compliance Supervision: FINcontrol
  • Operating History: Over 7 years
  • Established Multi-Family Office business model
  • Existing relationships with major Swiss and international banks
  • Corporate bank accounts with a Swiss cantonal bank
  • Experienced team of 2 employees, including Managing Director and Compliance Officer
  • Outsourced accounting, tax, IT and investment advisory functions
  • Healthy financial standing with no outstanding debts or loans
  • No ongoing legal proceedings
  • Assistance with regulatory and corporate restructuring procedures

Business Activities:

  • Asset management services
  • Wealth management and advisory
  • Multi-Family Office services
  • Investment advisory and wealth planning
  • Financing and direct investment advisory

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