Licensed Swiss Wealth Management for sale

Exclusive Opportunity: Acquire a Prestigious 6-Year-Old FINMA-Licensed Swiss Wealth Management Trustee Business

Step into the world of elite financial services with this FINMA-regulated Swiss trust company, renowned for its exceptional standards in wealth management and fiduciary services. Operating under the Swiss Financial Market Authority (FINMA) and adhering to the Federal Law on Financial Institutions, this business is the gold standard in professionalism, accountability, and compliance.


Why This Business Stands Out
FINMA Trustee License: A rare and valuable authorization under Swiss financial laws, ensuring the highest regulatory standards.
Supervisory Organization (SO-FIT): Fully compliant and supervised by SO-FIT, a FINMA-designated body for trustees and asset managers.
Top-Tier Location: Located in the financial hub of Geneva, Switzerland, offering unparalleled access to global wealth management opportunities.

Reputation of Excellence: With a 6-year track record, this company has built a strong reputation for innovation, trust, and client-centric service in managing assets and fiduciary responsibilities.

Key Features
Legal Form: Société anonyme
Capital Strength: 500,000 CHF in deposited capital
Swiss Bank Account: Established and operational, supporting seamless financial transactions.
Clean Records: No liabilities, outstanding issues, or compliance violations.
Financial Snapshot:
Yearly Expenses: Approx. 150K–200K CHF
Yearly Revenue: Approx. 100K CHF
Broad License Scope: Authorized to perform:
Trustee activities under Article 17, paragraph 2 LEFin.
Administration of trust-like structures and legal entities, both in Switzerland and internationally.
Fiduciary services and related commercial, financial, and securities transactions.


Why This Opportunity is Perfect for You
Turnkey Solution: Fully licensed, compliant, and operational, ready to integrate with your existing portfolio or launch as a standalone business.
Elite Client Base Potential: Tap into Switzerland's high-net-worth individuals and global investors seeking premier wealth management services.
Strategic Location: Geneva's reputation as a global financial hub offers unmatched networking and business growth opportunities.
Regulatory Prestige: Operating under FINMA ensures credibility, trust, and unparalleled access to the global financial market.


Target Audience
High-net-worth individuals and institutional investors looking for a foothold in the Swiss wealth management sector.
Financial service providers and trust companies seeking to expand their service offerings.
Entrepreneurs and investors entering the exclusive world of Swiss fiduciary services.