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    FINMA Swiss Asset Management

    Description

    L#20250893

    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.7,500,000

    Gross Revenue

    Fr.2,750,000

    EBITDA

    Fr.1,500,000

    Business ID:

    L#20250893

    Country

    Switzerland

    Detail

    Business ID:L#20250893
    Target Price: Fr.7,500,000
    Gross Revenue:Fr.2,750,000
    EBITDA:Fr.1,500,000
    Target Price / Revenue:2.73x
    Target Price / EBITDA:5x
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      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

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