Finma Licenses
Swiss Light Bank License
3 months ago

Swiss Light Bank License We aim to guide your institution through the meticulous process of application of a Swiss Light Bank License, leveraging our expertise…

Swiss Traditional Financial Services Licenses
3 months ago

Overview of Swiss Traditional Financial Services Licenses Swiss Traditional Financial Services Licenses. Switzerland is renowned for its robust financial services sector, characterized by a comprehensive…

Beware of Unauthorized Financial Services
3 months ago

Beware of Unauthorized Financial Services: A Guide to FINMA’s Warning List The Swiss Financial Market Supervisory Authority (FINMA) plays a crucial role in protecting investors…

Maximizing Tax Benefits for Cross-Border Charitable Donations: Strategies for U.S. and EU
3 months ago

Maximizing Tax Benefits for Cross-Border Charitable Donations: Strategies for U.S. and EU While Swiss Charitable Foundations are not financial institutions per se, many of them…

Swiss Charitable Foundation
3 months ago

Swiss Charitable Foundation Firstly, it’s important to note that while Swiss Charitable Foundations are not financial institutions per se, many of them finance fintech, blockchain…

Swiss SRO For Sale With Upgrade to Portfolio or Cisa License
3 months ago

Swiss SRO For Sale With Upgrade to Portfolio or Cisa License  You can grab a Swiss SRO for Sale With Upgrade to Portfolio or Cisa…

Swiss Portfolio Management Company for Sale
3 months ago

Discover an exclusive investment opportunity in Switzerland’s financial landscape. This blog details the offering of a Finma Licensed Portfolio Management Company, established since 2006, a strategic asset for discerning investors.

Swiss Finma Operating Portfolio Management Company with AUM for Sale
3 months ago

A unique opportunity to purchase a Swiss Finma operating Portfolio AM company. It started to grow its AUM with a plan to reach 400,000,000 AUM over 3 to 4 years . An advantageous entry into the Swiss wealth management sector, promising growth and stability.

Swiss Collective Investment Schemes: A Guide to Alternatives to Buying a FINMA CISA License
3 months ago

Swiss Collective Investment Schemes: A Guide to Alternatives to Buying a FINMA CISA License Alternatives to Buying a FINMA CISA L-QIF License. You’re eyeing the…

Custodial or Non Custodial Wallet Services in Switzerland
3 months ago

Uncover the intricate world of wallet services in Switzerland, exploring the nuances of non-custodial and custodial wallet services, and the regulatory landscape for fintech licenses and banking licenses.