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The franchising program is offered by MergersUK Limited a UK Company with registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
This Swiss trust company operates under the stringent regulations set forth by the Swiss Financial Market Authority (FINMA). Authorized to provide trustee services, the firm adheres to the Federal Law on Financial Institutions. It is subject to oversight by the Supervisory Organization for Financial Intermediaries & Trustees (SO-FIT), a body designated by FINMA to ensure compliance among asset managers and trustees in accordance with the relevant financial legislation. This ensures a high standard of professionalism and accountability in managing clients’ assets and fiduciary responsibilities within Switzerland.
Established as a leader in the financial services industry, this firm specializes in delivering comprehensive wealth management solutions tailored to meet the diverse needs of its clientele. With a commitment to excellence and a client-centric approach, the company has built a reputation for professionalism, trust, and innovation in managing assets and investments.
Keypoints
Legal Form: Société anonyme
Licence: FINMA Trustee Company
Supervisory Organization: Organisme de Surveillance pour Intermédiaires Financiers & Trustees SO-FIT (Supervisory Organisation for Financial Intermediaries & Trustees SO-FIT)
Top Location in Geneva, Switzerland
500,000 CHF Deposited Capital
Swiss Bank Account
Clean Records
Approx 150K – 200K Yearly Expenses
Approx 100K Yearly Revenue
Business licence “-activités de trustée au sens de l’article 17 al. 2 LEFin,-administration de toute structure juridique similaire à un trust,- administration de personnes morales, en Suisse et à l¿étranger, – activités fiduciaires.La société peut effectuer toutes opérations commerciales, financières et mobilières se rapportant directement ou indirectement à son but.”
Key Features of the Firm
Expertise in Wealth Management
The organization boasts a team of seasoned professionals with extensive experience in various aspects of wealth management, including investment advisory, financial planning, and estate management.
Its advisors hold prestigious certifications and qualifications, ensuring clients receive expert guidance tailored to their individual financial situations.
Client-Centric Philosophy
Understanding that each client has unique financial goals and aspirations, the firm emphasizes personalized service and customized strategies.
Dedicated relationship managers work closely with clients to assess their financial needs and develop tailored plans that align with their objectives.
Comprehensive Financial Services
The firm offers a broad spectrum of services including investment management, retirement planning, tax strategy, estate planning, and risk management.
Utilizing a holistic approach, it integrates various financial components to create a cohesive strategy aimed at maximizing wealth.
Innovative Investment Solutions
The firm employs cutting-edge investment strategies and sophisticated financial instruments to help clients achieve their investment objectives.
With access to a diverse range of asset classes, clients can benefit from tailored portfolios designed to balance growth and risk.
Commitment to Transparency
The organization values transparency in its operations, ensuring clients are well-informed about their investments and the associated risks.
Regular performance reports and clear communication channels foster trust and confidence in the firm’s management practices.
Global Reach with Local Expertise
The firm operates on a global scale, providing clients with access to international markets while maintaining a strong understanding of local economic conditions and regulations.
This dual perspective allows the firm to offer valuable insights and opportunities that can enhance clients’ investment strategies.
Focus on Sustainable Investing
Recognizing the growing importance of environmental, social, and governance (ESG) factors, the firm integrates sustainable investing principles into its advisory services.
Clients are offered options for impact investing, ensuring their portfolios reflect their values and contribute positively to society.
Robust Risk Management Framework
The firm employs a rigorous risk management framework to identify and mitigate potential risks in client portfolios.
This proactive approach helps safeguard client assets and ensures long-term stability and growth.
Educational Resources and Support
The organization believes in empowering clients through education, providing them with resources and insights to make informed financial decisions.
Regular workshops, webinars, and informative content are offered to enhance clients’ financial literacy and understanding of market trends.
Community Engagement and Corporate Responsibility
The firm is dedicated to giving back to the community, engaging in philanthropic initiatives and supporting local organizations.
A strong corporate social responsibility ethos drives the firm’s commitment to making a positive impact beyond financial services.
Adapting to Market Changes
With a keen awareness of global market dynamics, the firm continuously adapts its strategies to align with evolving economic conditions and client expectations.
This agility enables the firm to stay ahead of market trends and provide clients with relevant and timely advice.
This Swiss trust company operates under the stringent regulations set forth by the Swiss Financial Market Authority (FINMA). Authorized to provide trustee services, the firm adheres to the Federal Law on Financial Institutions. It is subject to oversight by the Supervisory Organization for Financial Intermediaries & Trustees (SO-FIT), a body designated by FINMA to ensure compliance among asset managers and trustees in accordance with the relevant financial legislation. This ensures a high standard of professionalism and accountability in managing clients’ assets and fiduciary responsibilities within Switzerland.
Established as a leader in the financial services industry, this firm specializes in delivering comprehensive wealth management solutions tailored to meet the diverse needs of its clientele. With a commitment to excellence and a client-centric approach, the company has built a reputation for professionalism, trust, and innovation in managing assets and investments.
Keypoints
Legal Form: Société anonyme
Licence: FINMA Trustee Company
Supervisory Organization: Organisme de Surveillance pour Intermédiaires Financiers & Trustees SO-FIT (Supervisory Organisation for Financial Intermediaries & Trustees SO-FIT)
Top Location in Geneva, Switzerland
500,000 CHF Deposited Capital
Swiss Bank Account
Clean Records
Approx 150K – 200K Yearly Expenses
Approx 100K Yearly Revenue
Business licence “-activités de trustée au sens de l’article 17 al. 2 LEFin,-administration de toute structure juridique similaire à un trust,- administration de personnes morales, en Suisse et à l¿étranger, – activités fiduciaires.La société peut effectuer toutes opérations commerciales, financières et mobilières se rapportant directement ou indirectement à son but.”
Key Features of the Firm
Expertise in Wealth Management
The organization boasts a team of seasoned professionals with extensive experience in various aspects of wealth management, including investment advisory, financial planning, and estate management.
Its advisors hold prestigious certifications and qualifications, ensuring clients receive expert guidance tailored to their individual financial situations.
Client-Centric Philosophy
Understanding that each client has unique financial goals and aspirations, the firm emphasizes personalized service and customized strategies.
Dedicated relationship managers work closely with clients to assess their financial needs and develop tailored plans that align with their objectives.
Comprehensive Financial Services
The firm offers a broad spectrum of services including investment management, retirement planning, tax strategy, estate planning, and risk management.
Utilizing a holistic approach, it integrates various financial components to create a cohesive strategy aimed at maximizing wealth.
Innovative Investment Solutions
The firm employs cutting-edge investment strategies and sophisticated financial instruments to help clients achieve their investment objectives.
With access to a diverse range of asset classes, clients can benefit from tailored portfolios designed to balance growth and risk.
Commitment to Transparency
The organization values transparency in its operations, ensuring clients are well-informed about their investments and the associated risks.
Regular performance reports and clear communication channels foster trust and confidence in the firm’s management practices.
Global Reach with Local Expertise
The firm operates on a global scale, providing clients with access to international markets while maintaining a strong understanding of local economic conditions and regulations.
This dual perspective allows the firm to offer valuable insights and opportunities that can enhance clients’ investment strategies.
Focus on Sustainable Investing
Recognizing the growing importance of environmental, social, and governance (ESG) factors, the firm integrates sustainable investing principles into its advisory services.
Clients are offered options for impact investing, ensuring their portfolios reflect their values and contribute positively to society.
Robust Risk Management Framework
The firm employs a rigorous risk management framework to identify and mitigate potential risks in client portfolios.
This proactive approach helps safeguard client assets and ensures long-term stability and growth.
Educational Resources and Support
The organization believes in empowering clients through education, providing them with resources and insights to make informed financial decisions.
Regular workshops, webinars, and informative content are offered to enhance clients’ financial literacy and understanding of market trends.
Community Engagement and Corporate Responsibility
The firm is dedicated to giving back to the community, engaging in philanthropic initiatives and supporting local organizations.
A strong corporate social responsibility ethos drives the firm’s commitment to making a positive impact beyond financial services.
Adapting to Market Changes
With a keen awareness of global market dynamics, the firm continuously adapts its strategies to align with evolving economic conditions and client expectations.
This agility enables the firm to stay ahead of market trends and provide clients with relevant and timely advice.
Description
Established as a leader in the financial services industry, this firm specializes in delivering comprehensive wealth management solutions tailored to meet the diverse needs of its clientele. With a commitment to excellence and a client-centric approach, the company has built a reputation for professionalism, trust, and innovation in managing assets and investments.
Keypoints
opérations commerciales, financières et mobilières se rapportant directement ou indirectement à son but.”
Key Features of the Firm
Basic Details
Target Price:
TBD
Gross Revenue
TBD
EBITDA
TBD
Business ID:
L#20240803
Country
Switzerland
City:
Geneva
Detail
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