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 Financial Institutions
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.
Swiss Securities Firm Licence: Requirements, Advantages, Alternatives and the EU Comparison
Swiss securities firm licence: who needs it, CHF 1.5 million capital, the FINMA process, the portfolio manager alternative and how it compares with MiFID…