Swiss based asset management company with FINMA License, seeking investment for expansion.

- An independent wealth management company, based in Switzerland.
- First company to obtain a FINMA License in Valais.
- We have ~ 20 clients.
- Management mandate revenue model.
- We charge a quarterly management fee of 1%.
- Extensive and long-standing relationships with clients.
- Our company manages our clients’ accounts through a selection of first-class custodian banks based in Switzerland, Lichtenstein and UAE.
- We help our clients to grow and protect their wealth with tailored strategies that focus on what's important to you and the needs of your family or business.
- By taking full charge of all aspects of asset management: portfolio structure, investment strategy, and asset allocation, we enable our clients to focus on essentials.
- Each portfolio is structured, managed, and optimized on the basis of a risk profile.
- We also provide services like family office, investment consulting, financial advisory, real estate, and tax & legal planning.
- The business has 3 permanent employees. No additional contract/part-time employees.

- Primarily an asset management company.
- We also provide services like family office, investment consulting, financial advisory, real estate and tax & legal planning.
- Tailored investment solutions for high-net-worth individuals (HNIs), offering personalized service and potential for higher returns.

1 shareholder/owner who is also the General Director - 100% ownership. No debts/loans outstanding. Business is funded through operational cash flow.

Physical assets include basic office assets like furniture, electronics etc. FINMA License. Network of clients. Bank accounts and onboarding in elite private banks.