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 150m
• 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