Swiss Asset Management Company for Sale

Zug, Switzerland

Asking Price: Annual Revenue:
$425,000 Not Disclosed

Services: Financial, Accounting, Insurance

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RE: Swiss Asset Management Company for Sale Broker: Marvin Rowe

Quick Facts

Asking Price: $425,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1971
Employees: 2
BBN Listing #: 697853549
Broker Reference #: AG00163

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Business Overview:

Swiss Asset Management Company for sale


*SWIFT code filing included with sale.

• Domicile: Zug, Switzerland
• No revenue or AUM. Brand new license.
• No lawsuits, liabilities, debts or regulatory actions. Comes with guarantee/warranty
• Foreign ownership and directors are allowed
• Regulatory regime: Switzerland’s regulatory regime is far more relaxed, flexible, less expensive and less demanding than that in the US, UK/EU, Malta, etc.
• Switzerland does not have individual registration or licensing requirements. No special advisor or client manager licenses or registration is required!
• Website: Included
• We take care of the handover. The process is very simple and fast.


The transfer to new owners is virtually immediate, because in Switzerland, changes in ownership/shareholding do NOT require regulatory approval.


The license in Switzerland is very broad and authorises the Company to:

(a) carry out credit transactions (in particular in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing);
(b) provide services related to payment transactions, in particular by carrying out electronic transfers on behalf of other persons, or who issue or manage means of payment such as credit cards and travellers’ cheques;
(c) trade for their own account or for the account of others in banknotes and coins, money market instruments, foreign exchange, precious metals, commodities and securities (stocks and shares and value rights) as well as their derivatives;
(d) manage assets (on a discretionary or non-discretionary basis);
(e) make investments as investment advisers; and
(f) hold securities on deposit or manage securities.

Contact Swiss AMF AG for more information: info(a)

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Additional Details:

  • The property is owned.
  • The owner is willing to train/assist the new owner.
  • This is a homebased business opportunity.
  • This may become a franchise resale opportunity.

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