Independent wealth management groups are among the fastest-growing segments of the Swiss financial industry, supported by increasing global demand for independent investment advice and multi-family office services. Switzerland’s reputation for asset protection, sophisticated investment expertise, and international client servicing continues to attract HNW and UHNW individuals. Platforms with several billion Swiss francs in assets under management have become increasingly attractive acquisition targets due to their scalability, recurring fee income, and international distribution capabilities.
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:
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Non-Disclosure Agreement (NDA) — Fully executed
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Proof of Funds (POF) — Recent bank letter, tear sheet, or equivalent verification
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Professional / Bank References
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Buy-Side Agreement — Signed representation mandate
Note: Incomplete requests or submissions lacking the required verification documents will be disregarded without exception.
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.
LEGAL NOTE
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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.
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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.
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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.
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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.
