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    Swiss Listed Investment Group

    Description

    L#20250972

    A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million.

    There is the possibility of reaching 51% of the shares through the purchase of other shareholders and authorizated capital.

    Key Facts

    • Listed on BX Swiss since 2022
    • Dual trading access: also listed via trackers on Frankfurt and Stuttgart exchanges, making the share exchangeable directly in EUR
    • Target SIX Swiss Exchange admission in 2026 (pre-approval obtained)
    • Expected inclusion in the Swiss Performance Index (SPI) → greater visibility, higher liquidity, stronger institutional credibility
    • Valuation: ~CHF 200m – 250m
    • Shareholder base: 450+ identified investors, diversified and expanding
    • Banking & crypto network: more than 10 active banking relationships in Switzerland and internationally + direct crypto exchange access
    • Regulation: Swiss-listed, FINMA-supervised, fully compliant

    Strategic Assets

    • CHF 600 million AuM (20.00% Strategic Stake under FINMA Approval)
    • 450+ clients (outside parent company shareholders)
    • Generates stable, recurring revenues Majority stake in a regulated wealth management company:
    • Private Equity Portfolio – selective high-growth investments (AI, fintech, biotech, deep tech)
    • Public Market Strategies – diversified allocation across equities, commodities, and digital assets
    • Crypto & Digital Assets: direct market access within a regulated framework

    Growth Drivers

    • AMC Platform (2025 launch with a leading Swiss bank) → scalable recurring revenues, listed and liquid investment products
    • Unlimited product creation potential: ability to structure an infinite range of financial products (AMC today, funds in the future)
    • Regulatory pipeline: a full FINMA license is in progress through a group company (20.00% stake), unlocking future fund launches and broader product capabilities
    • Recurring income expansion via management fees, AMC platform, and fund potential
    • Institutionalisation via SIX & SPI entry in 2026 → increased liquidity, global visibility, index inclusion
    • Actionnaire traction: shareholder base has grown consistently from ~120 (2022) to 450+ (2025)
    • Track record: strong share price appreciation since listing, supported by fundamentals and organic growth

    Benefits

    • Access to a Swiss-listed vehicle offering transparency, liquidity, and scalability
    • Cross-border liquidity: tradable in CHF (Switzerland) and EUR (Germany)
    • Diversified multi-strategy model across private equity, asset management, and public markets
    • Recurring revenues secured through AuM and AMC platform
    • Future upside through potential fund structures and expanded FINMA licensing
    • Clear institutional roadmap: SIX + SPI listing = credibility and access to institutional capital
    • Attractive entry point: ~CHF 200m valuation with significant growth catalysts

    Basic Details

    Target Price:

    CHF 0

    Business ID:

    L#20250972

    Country

    Switzerland

    City:

    Geneva

    Detail

    Business ID:L#20250972
    Target Price: CHF 0
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      Published on August 3, 2025 at 6:34 pm. Updated on November 19, 2025 at 12:14 pm


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      A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million.

      There is the possibility of reaching 51% of the shares through the purchase of other shareholders and authorizated capital.

      Key Facts

      Strategic Assets

      Growth Drivers

      Benefits

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