In-depth breakdown by category such as Operations, Staff, Requirements, Taxation, and more.
Level 2
Company Information Overview
Asset Management in Switzerland for Sale – Listing #872
Date: 18 Sep, 2026
Asset ID #872
A standardized N5Deal (TM) listing overview that consolidates key legal, regulatory, and business information about the asset — all the necessary information structured in one place.
ValidatedThis Asset is undergoing a preliminary compliance check. Please note that full due diligence before buying the asset should be performed by the Buyer
CountrySwitzerland
Type of LicenseAM
Asset Management
Type of BusinessAsset management
Business StatusNever operated
Asking Price€110.0K
Asset Type
License onlyLicense only: Financial license only, ready for transfer.
EmployeesN/A
Year of IssueN/A
RegulatoryFINMA
Included
Tailored Swiss Operating PlatformExisting Swiss AG Corporate StructureComplete FINMA-Ready Documentation PackageDedicated Bern-Based Regulatory Advisory TeamSwiss Resident Director SolutionZug Domiciliation Registered AddressCustom AMLCTF and Risk ArchitectureFast-Track 4-8 Month Timeline
Turnkey Swiss asset-management establishment package combining a clean corporate structure, full regulatory filing preparation, governance support and supervisory submission.
Turnkey Swiss asset-management establishment package combining a clean corporate structure, full regulatory filing preparation, governance support and supervisory submission.
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Market Price Trend (2019-2025)
Level 1
Asset ID #872
Turnkey Swiss asset-management establishment package combining a clean corporate structure, full regulatory filing preparation, governance support and supervisory submission.
Asking Price€110.0K
Asset ID Information
SellerDirect Seller
CountrySwitzerland
Type of BusinessAsset management
Business StatusNever operated
Type of LicenseAM
Other LicenseN/A
EmployeesN/A
Year of issueN/A
RegulatoryFINMA
Benefits
Tailored Swiss Operating PlatformExisting Swiss AG Corporate StructureComplete FINMA-Ready Documentation PackageDedicated Bern-Based Regulatory Advisory TeamSwiss Resident Director SolutionZug Domiciliation Registered AddressCustom AMLCTF and Risk ArchitectureFast-Track 4-8 Month Timeline
In-depth breakdown by category such as Operations, Staff, Requirements, Taxation, and more.
Level 2
Company Information Overview
General Asset InformationSwitzerland – Asset Management Platform (Build & Authorisation Route)
A structured turnkey establishment solution in Zug designed to build and license a bespoke Swiss asset and wealth management platform under FINMA supervision. The package combines a clean corporate vehicle, complete supervisory documentation, resident governance, local domiciliation, and managed regulatory submission through an established Bern-based advisory team.
Regulatory FrameworkJurisdiction: Zug, Switzerland.
Target Authorisation: FINMA Asset Management Authorisation.
Regulator: Swiss Financial Market Supervisory Authority (FINMA).
Status: Pre-authorisation project; clean corporate foundation ready for supervisory filing.
Structured Roadmap: Phased implementation covering regulatory perimeter definition, governance installation, submission management, and post-licensing operational launch.
Timeline: Indicative approval window of 4 to 8 months from the submission of a complete regulatory dossier.
Corporate Entity: Existing clean Swiss AG corporate vehicle or newly incorporated structure.
Governance Solution: Qualified Swiss-resident director solution available to satisfy domestic substance and management requirements.
Domiciliation: Registered corporate address and office representation arranged in Canton Zug.
Operating Posture: Zero inherited liabilities, clean balance sheet, and no historical client exposure.
Comprehensive, submission-ready documentation package covering corporate governance structures, internal control systems, and risk management manuals.
Tailored AML/CTF architecture, customer due diligence workflows, sanctions screening, and suspicious transaction escalation mechanisms.
Defined outsourcing models, operational manuals, and compliance monitoring procedures aligned with FINMA standards.
Regulatory liaison covering document coordination, formal submission, and response handling for one complete round of supervisory inquiries.
A turnkey, cost-effective build and license route for Swiss asset management, delivering a fully tailored FINMA-supervised operating foundation without the premium, inherited legacy risks, or operational encumbrances of acquiring an established market participant. An ideal vehicle for international wealth managers, family offices, or institutional fintech operators establishing a compliant Swiss presence.
Selling Reason — Exit Strategy
Selling Reason DetailsN/A
Company HistoryN/A