Investment Firm For Sale

Asking Price: On Request

Financial Asset Details

Listed on Mar 20, 2023(Renewed on Aug 23, 2024)

Company does not hold clients’ funds (i.e. through the ancillary service of safekeeping of clients’ funds) reduces its regulatory capital to 75,000 EUR.

This investment firm is offering discretionary portfolio management without holding clients funds, with 8 clients and 5 million of funds under management.

The investment services it is authorised to offer across all member states are:
• Reception and transmission of orders in relation to transferable securities and units in collective undertakings.
• Portfolio management in relation to transferable securities and units in collective undertakings.
• Provision of investment advice in relation to transferable securities and units in collective undertakings.

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Financials (USD)

Asking Price Not Disclosed

Converted From EUR

Exchange Rate $1.17

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