Swiss FINMA Multi-Family Office Asset Manager

Fully FINMA licensed Asset and Wealth Manager, incorporated 11 years ago and based in one of the lowest taxed Swiss Kantons (Schwyz) by lake Zurich. We are looking to sell up to 50% of the business for CHF 600,000.

Ideal for an UHNWI looking to move to Switzerland, for tax and lifestyle reasons, highly experienced staff, with full range of banking and legal contacts.

A truly rare opportunity, fully licensed, active & profitable operating Asset Management Business in beautiful low tax Kanton Schwyz, with required personnel included. Excellent cost leverage to grow profitability.

The Asset Management Firm, incorporated in 2014 and holding a prized FINMA license for more than two years, is available with or without existing HNW clients.

With a highly experienced team, each member boasting over 20 years of expertise in global multi-asset class investing, this firm is an ideal platform for those looking to establish an "oven baked" Family Office. Its strong, trusted partnerships with Swiss banking institutions and key connections in London and New York add significant value to this tax-efficient structure.

Offering both traditional Swiss portfolio management and private banking services, the firm can also provide secure solutions for managing, trading, and storing digital (crypto) assets, in collaboration with reputable Swiss crypto partners. Backed by an 8-year track record with a proprietary investment tool for analysing global equity markets, this business is positioned for continued growth.

The office is located 25 minutes by train from the cosmopolitan city of Zurich, recently termed Europe’s new "City of Cool", by the Financial Times.

External Risk Control Software System
Internal Risk & Compliance
Own funds acc. To Art. 22ff FINIG and Art 42ff, FINIV: USD 225,000, no debts.
Supervisory organisation (on behalf of FINMA) is AOOS, Zurich.
Swiss FINMA approved executive CEO, CIO and compliance function and offices included.
Price: CHF 595,000 for up to 50% (% negotiable) with FINMA executive directors. This is a unique opportunity, ideal for Ultra-High-Net-Worth professional investors or buyers. Terms are negotiable, NDA required on firm interest.