API/PI (Authorised Payment Institution)CHNIM-10599

Swiss company licensed directly by FINMA for sale

A firm in Switzerland, set up in 2003 and licensed by FINMA directly, that manages wealth, gives advice and issues financial instruments.

Price on request

Key facts

Listing type: Licensed company
Category: API/PI (Authorised Payment Institution)
Country: Switzerland (CH)
Region: Europe
Reference: NIM-10599
Published: 22 January 2024
Incorporated: 2003

Details

Its clients are mainly in Switzerland, the EU and the UK, and its bank account is with PostFinance.

Services

Portfolio management and private banking in the traditional Swiss style
Asset and portfolio management that is unlimited and discreet, for clients around the world
Besides traditional assets, digital (crypto) assets that it can manage, trade and store safely, working with specialised Swiss banks

Licensed activities

Managing assets individually, for private, professional and institutional customers
Giving investment advice to private, professional and institutional customers
Offering financial instruments

Offer details and price

Price on request

The price and the full details of this offer are available on request. Send us a request and our team will get back to you.

Reference: NIM-10599

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