The Swiss Portfolio Manager Licence: What It Takes and What It Really Costs
Managing client assets in Switzerland requires a FINMA licence. Capital, people, organisation, supervision and the mistakes that delay applications.
Category: Swiss Finance
Doing financial business in Switzerland: banks, financial institutions and financial intermediaries.
The Swiss Trustee Licence, and Why There Is Still No Swiss Trust
Professional trustees in Switzerland need a FINMA licence. What it covers, what it requires, and why Swiss law still has no trust of its…
Managing Funds in Switzerland: Manager of Collective Assets or Fund Management Company?
Which FINMA licence do you need to manage funds or pension money in Switzerland? The two licences, the thresholds and the practical choices.
The Swiss Banking Licence: What It Really Takes, and When You Do Not Need One
What a Swiss banking licence requires, the small-bank regime, the fintech licence, and why most people asking for a bank do not need one.
Insurance in Switzerland: The Insurer’s Licence and the Intermediary Register
Insurers need a FINMA licence; independent insurance brokers must register. What each regime requires and what changed with the latest reform.
How Swiss Financial Regulation Works: FINMA, Supervisory Organisations and SROs
Who supervises what in Swiss finance: FINMA, the supervisory organisations and the SROs. The map you need before choosing a licence.
SRO or Licence: Which Do You Need?
An SRO membership and a FINMA licence are not the same thing. What each one covers, who needs which, and the mistake many founders…
Switzerland’s Fintech Licence Failed. Here Is What Replaces It.
When Switzerland launched the fintech licence in 2019, the idea was elegant: a “banking licence light” for innovative firms that wanted to hold client…
Swiss Crypto Licence 2026: What You Need, What It Costs — and What Changes in 2027
There is no single “Swiss crypto licence”. There is a map: what you can run on an SRO today, what needs a partner or…
Swiss SRO Licence 2026: Requirements, Cost, Timeline — Apply or Buy?
Swiss SRO Licence 2026: Requirements, Cost, Timeline — Apply or Buy? What a Swiss SRO actually is, who needs one, what it really costs,…