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Swiss company licensed directly by FINMA for sale

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January 22, 2024

Swiss company licensed directly by FINMA

Main details:

  • Swiss wealth management, advisory and financial instrument issuing firm licensed directly by FINMA;
  • Year of incorporation: 2003;
  • Bank account opened in – PostFinance;
  • Current main jurisdictions of clients Switzerland, EU and UK;
  • The firm provides traditional Swiss portfolio management and private banking services;
  • The firm provides clients globally with unlimited and discreet asset & portfolio management services;
  • It can also in addition to traditional assets safely manage, trade and store digital (crypto) assets in co-operation with specialised Swiss banks.

Activities:

  • Individual asset management for private;
  • Professional and institutional customers;
  • Investment advice for private;
  • Professional and institutional customers;
  • Offering financial instruments.

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Offer details and price:
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