Swiss FINMA-Licensed Asset & Wealth Management Company for Sale

September 08, 2025

Swiss FINMA-Licensed Asset & Wealth Management Company

Main Details:

Place of Incorporation: Geneva, Switzerland
Date of Incorporation: 2018
Paid-up Capital: CHF 100,000
License: FINMA (Bern) — Asset, Portfolio Management & Family Office (since 2022, AMLA compliant)
Qualified personnel in place
Excellent credit rating
Significant growth potential, possibility to upgrade into a full Swiss bank

Active and operating multicurrency bank accounts with:

ZYS Bank, Geneva
Sturdza Bank, Geneva
Swissquote, Switzerland
Arab Bank, Geneva
CIM Bank, Geneva
CBH Bank, Geneva

Currently deployed activities:

Asset Management
Wealth Management
Portfolio Management
Discretionary and Advisory Mandates
Family Office
Arbitrage
Settlement services
Escrow services

Included in the sales price for the first year of operations:

Swiss Resident Director (mandatory)
AML Compliance Officer
License fees (1 year)
Registered office address
Administration and accounting services
AML audit

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Offer details and price:

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