FINMA-licensed external asset manager and multi-family office in Zurich

FINMA-licensed external asset manager and multi-family office in Zurich

📅 Main information
Ideal for a buyer seeking an immediate, compliant Swiss footprint with
established bank relationships to build or scale wealth-management services (no
legacy clients or obligations transferred).

💰Company summary
FINMA asset-management license; Zurich-based; excellent reputation
(recommendation letters available)
All filings up to date; no debts/loans; no legal proceedings
Transfer is clean- no clients/turnover or financial obligations included
Strong relationships with multiple banks; well-positioned with FINMA and
counterparties
Market focus- HNWI wealth management tied to Eastern Europe, Luxembourg,
Cyprus, Monaco, and Switzerland

🎯 Key features
Turnkey, regulated platform with banking access and proven standing
Seller support through transition; can remain as consultant if needed

🏦 Acquisition
Price includes preliminary FINMA discussions on board change and registry
changes; enclosures (valuation, DD reports, corporate/financial docs, FINMA
confirmation) shared post-NDA
Asking price: Price on request (to be agreed during a call/meeting). Buyer covers
third-party costs (DD/tax/legal); transition costs by agreement.
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