We’re presenting a rare opportunity of a fully operational Turnkey Swiss Asset Manager Acquisition. A FINMA-regulated portfolio management company based in Geneva, Switzerland — This is not just a license—it’s a functioning Swiss Portfolio company, bank-connected structure with real strategic value.
The company is regulated by FINMA as a Swiss portfolio manager.
The current owners will retain management of their existing CHF 20 million AUM, which generates ~CHF 500,000/year in recurring revenue — a strong revenue-to-AUM ratio that reflects a high-quality client base.
They plan a full exit within 2–3 years and are seeking a buyer to take over the structure now and build it out.
During the transition, the owners will stay on as asset managers to ensure continuity and stability.
This structure is authorized to manage both fiat and crypto assets, and is ideal for:
Family office operations
Discretionary portfolio and asset management
Private fund structures compliant with the Swiss “minimum investor rule”
It also comes with 6 active asset management agreements with Swiss custodian banks — meaning you start with instant operational capacity. You can also establish additional banking relationships as needed.
From day one, the current owners cover the majority of OPEX.
Once you bring in assets, a proportional cost-sharing model kicks in:
Example: You manage 30% of total AUM → You cover 30% of OPEX.
Until you onboard AUM: you operate with virtually zero fixed costs.
This model dramatically reduces your capital requirements and burn rate in the early stages.
You do not need a full fund manager license if:
AUM stays below CHF 100M, or
AUM remains under CHF 500M (if unleveraged and closed-ended ≥5 years), and
All clients are professional or qualified investors
Acquiring this company can support your Swiss residence permit (Permis B) application.
As the owner of a regulated Swiss financial entity, you qualify under the economic interest route, a path well-understood by Geneva authorities, particularly for applicants in the financial sector.
Most FINMA-regulated structures in Switzerland sell for CHF 600,000+.
This one is offered at CHF 460,000, reflecting:
The seller’s ongoing involvement to support the transition
The opportunity to build AUM with reduced risk
A clean slate for you to implement your own strategy
If you’re looking for a ready-to-operate Swiss asset manager with regulatory approval, cost-efficiency, and embedded value, this is your chance.
📩 Contact: insight@fintechlex.com
📞 +41 787 983 770
🌐 www.fintechlex.com
