This entity is not an asset management company itself but rather a service provider that specializes in the sale and transfer of existing, fully licensed Swiss asset management firms. Their business revolves around connecting potential buyers with sellers of these regulated financial entities. Services include sourcing suitable companies, assisting with due diligence, navigating the Swiss Financial Market Supervisory Authority (FINMA) regulatory requirements, and managing the legal and administrative aspects of the acquisition process. Their target audience consists of international investors, financial groups, and family offices looking to enter the Swiss financial market with an established, compliant operation.

Founded in

Switzerland