Compact and Profitable Swiss Private Banking Platform

Profile: FINMA-regulated Swiss bank with a clear focus on private banking, wealth management, investment advisory, and securities services.

• Assets under Management (AuM): approximately CHF 1–2 billion
• Total Assets: approximately CHF 200–400 million
• Employees: approximately 20–40
• Annual Operating Income: mid- to high double-digit million CHF range
• Profitability: consistently profitable
• Capital & Liquidity: well above regulatory minimum requirements

Business Model: Lean and low-complexity banking structure generating recurring income from wealth management and investment services. Lending activities are conservative and primarily secured. Parts of the technology infrastructure and administration are outsourced to established Swiss service providers.

Client Base: High-net-worth individuals, entrepreneurs, selected institutional clients, foundations, and external asset managers from Switzerland and international markets.

Investment Case: Attractive platform for an international banking group, a larger wealth manager, or a family office seeking to acquire a Swiss banking license with an established client base, profitable operations, and manageable complexity. Significant growth potential through the recruitment of additional relationship managers and the acquisition of new client portfolios.

Switzerland remains the world's leading cross-border wealth management hub, managing approximately one-quarter of global offshore private wealth. Regulatory stability, FINMA supervision, political neutrality, and a strong Swiss Franc continue to attract international high-net-worth individuals. Recent consolidation among smaller Swiss banks has increased demand for acquisition opportunities, making profitable, low-complexity banking platforms with an existing FINMA license increasingly scarce and attractive to strategic buyers seeking an efficient market entry.

NOTICE REGARDING REQUESTS & TRANSACTION DETAILS

Please be advised that inquiries and requests for confidential transaction details will strictly be considered upon receipt of a complete Know Your Customer (KYC) compliance package.

To be evaluated, all submissions must include the following documentation:

• Non-Disclosure Agreement (NDA) — Fully executed

• Proof of Funds (POF) — Recent bank letter, tear sheet, or equivalent verification

• Professional / Bank References

• Buy-Side Agreement — Signed representation mandate

Note: Incomplete requests or submissions lacking the required verification documents will be disregarded without exception.

• Buy-Side Mandate Required: Representation and execution of any transactional services are strictly contingent upon the execution of a fully signed Buy-Side Mandate agreement. Until such mandate is formally executed by all parties, no advisory, agency, or fiduciary relationship exists.

• KYC & Proof of Funds (POF): To comply with applicable legal regulations, anti-money laundering (AML) standards, and transaction protocols, the prospective Buyer must complete all standard Know Your Customer (KYC) verification procedures and provide verifiable Proof of Funds (POF) prior to receiving confidential target information, entering into negotiations, or submitting a formal offer.

• No Offer or Solicitations: Nothing herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security, asset, or business entity.

• Confidentiality & Non-Reliance: The information contained herein is confidential and intended solely for the recipient. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information provided.