© 2025 MergersCorp M&A International.
© 2025 MergersCorp M&A International is a global brand operating through a number of professional firms and constituent entities located throughout the world to provide M&A Advisory and other client related professional services. The Member Firms are constituted and regulated in accordance with relevant local regulatory and legal requirements. For more details on the nature of our affiliation, please visit us on our website https://mergerscorp.com/disclaimer. MergersCorp M&A International is not a registered broker-dealer under the U.S. securities laws.
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by MergersUS Inc. or any other third party regardless of whether such security, product or service is referenced in this website. Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction.MergersCorp M&A International franchising program is not offered to individuals or entities located in the United States.
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.
Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory services, catering to both individual and institutional clients.
Licence: FINMA
Type: Asset Management “Gestionnaires de fortune” (under Article 17 FinIA)
Service: Discretionary and Advisory Mandates, Dynamic Mandates, Brokerage
Brokerage: Stocks, CFDs, Index, FX, Future Cryptocurrencies
Custodian Banks: Safra Sarasin, UBS, Lombard Odier, Swissquote
AUM: 70M CHF
Number of Customers: 50-100x
Geography of Customers: Western Europe
© 2025 MergersCorp M&A International is a global brand operating through a number of professional firms and constituent entities located throughout the world to provide M&A Advisory and other client related professional services. The Member Firms are constituted and regulated in accordance with relevant local regulatory and legal requirements. For more details on the nature of our affiliation, please visit us on our website https://mergerscorp.com/disclaimer. MergersCorp M&A International is not a registered broker-dealer under the U.S. securities laws.
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by MergersUS Inc. or any other third party regardless of whether such security, product or service is referenced in this website. Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction.MergersCorp M&A International franchising program is not offered to individuals or entities located in the United States.
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 website is operated by MergersUS Inc a US Corporation with registered office at
Notifications
Description
Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory services, catering to both individual and institutional clients.
Licence: FINMA
Type: Asset Management “Gestionnaires de fortune” (under Article 17 FinIA)
Service: Discretionary and Advisory Mandates, Dynamic Mandates, Brokerage
Brokerage: Stocks, CFDs, Index, FX, Future Cryptocurrencies
Custodian Banks: Safra Sarasin, UBS, Lombard Odier, Swissquote
AUM: 70M CHF
Number of Customers: 50-100x
Geography of Customers: Western Europe
Basic Details
Target Price:
Fr.10,000,000
Gross Revenue
Fr.2,750,000
EBITDA
Fr.1,500,000
Business ID:
L#20250893
Country
Switzerland
Detail
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