FINMA-Regulated Swiss Portfolio Management Company
Regulatory Status: Authorized and supervised by FINMA as a Swiss portfolio manager
Location: Geneva, Switzerland
Swiss Residence Support: Qualifies buyer for Permis B under the “economic interest” route
What You Get:
- Full control over a FINMA-regulated structure with no existing AUM obligations
Ideal for:
- Family offices
- Private fund structures (Swiss compliant)
- Crypto and fiat asset management
Additional Benefits:
- 6 Swiss custodian bank agreements already in place
- No fund manager license required under certain thresholds:
- Initial owners cover majority of OPEX, reducing your costs to zero until AUM is added
Transition Support:
- Sellers remain involved during transition (2–3 years)
- Ensures business continuity and operational handover
Financials (USD)
Asking Price Not Disclosed
Converted From EUR
Exchange Rate $1.17
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