Swiss Asset Management Company for Sale

The company can start operating at once and has room to bring in more banking partners. It is set up to serve family offices and to provide portfolio management, and it can host private fund structures under the Swiss “minimum investor rule”.

Key details

• Authorisation: asset management in fiat and crypto
• Custodian banks: 6 external asset management agreements in force with Swiss custodian banks

Regulatory framework

No full fund manager licence is needed while:

• Assets under management stay below CHF 100 million, or
• They stay below CHF 500 million, with no leverage and the fund closed-ended for 5+ years
• Every client is a professional or qualified investor

Suitable for

• Wealth managers and family offices starting out in the Swiss market
• Fintech and crypto groups that need a Swiss structure that complies with the rules
• Private funds whose investors are professionals
• Groups that want to grow AUM under a regulatory model that keeps costs down
• Investors after a ready-made Swiss vehicle for asset management