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

Indicative Metrics

• 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.

Swiss Banking Market Overview

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.