Swiss company licensed directly by FINMA for sale

Its clients today are in Switzerland, the EU and the UK. Besides conventional wealth and portfolio management, it can handle digital assets together with specialised Swiss banks, within the regulatory framework that applies.

Licensed activities

• Managing assets for private clients on an individual basis
• Managing assets for institutional and professional clients
• Advising on investments
• Offering financial instruments

Suitable for

Wealth managers, investment firms, financial groups and entrepreneurs who would rather buy an established regulated platform in Switzerland than build a new regulated entity from scratch. Qualified buyers can review the full regulatory, corporate and financial documents during due diligence.