FINMA Licensed Asset Management Company For Sale

Swiss wealth management firm specializing in asset management operations
with investors, financial investment advisory, and strategic business consulting. The company
provides comprehensive financial services including management mandates, economic and
administrative assistance, and strategic corporate advice. As a Swiss-based entity, it operates
within the sophisticated financial ecosystem of Geneva while maintaining a focus on personalized
wealth management solutions. The company currently has approximately CHF 2 Million in AUM.

The regulatory licensing and corporate purpose encompasses an exceptionally broad range of financial and business advisory services, creating multiple potential revenue streams and cross-selling
opportunities. The authorization to provide not only asset management but also strategic business
consulting, corporate development advisory, and investment services in portfolio companies
creates a versatile platform for holistic client service. The company's authorization to acquire
shareholdings, goodwill, and to manage portfolio companies presents a distinctive strategic
advantage beyond traditional wealth management.

This comprehensive service authorization allows for business model evolution without requiring
additional regulatory approvals or corporate restructuring. For acquirers, this flexibility creates
opportunities to develop specialized service offerings.

Included in the sales price:
Costs paid in advance for the first year of operations:
• The mandatory Swiss Resident Director
• The required AML Compliance Officer
• License & affiliation fees: 1 year
• Registered Officer Address
• Administration and Accounting Services
• AML Audit
Availability: Immediate (transfer of ownership within 5 working days)