Private Bank in a Prime EU Jurisdiction for Sale
An established Private Bank in a Prime EU Jurisdiction for Sale. With a history of strong capital adequacy, increasing profitability, and a robust regulatory framework, this institution represents a unique opportunity for investors seeking to expand their presence in the banking and wealth management sectors. Interested in this opportunity please contact us at [email protected]
Meet these key requirements for full access:
- Sign a Non-Disclosure Agreement (NDA): Mandatory for confidentiality.
- Complete Know Your Customer (KYC) Compliance: Provide a scan or your passport and valid proof of address for transaction integrity.
- Show Proof of Funds for the amount of the Sale and Purchase Price: Necessary for high-value sales to initiate Due Diligence.
Sale and Purchase Price = 186,300,000 CHF
Exclusive Opportunity: Acquisition of a Private Bank in a Prime Financial Jurisdiction
Key Highlights
- **Strong Financial Performance**
– 2023 Net Profit: CHF 13.1 million, a 152% increase from the previous year.
– Return on Equity (2023): 10.9%, reflecting improved profitability and shareholder value.
– Gross Operating Income (2023): CHF 55.9 million, demonstrating a strong revenue base. - **Robust Capital Position**
– Tier 1 Capital Ratio: 20.5% (2023), offering a strong foundation for business growth and resilience.
– Total Capital Ratio: 20.5% (2023), exceeding regulatory requirements. - **Efficient Operations**
– Cost/Income Ratio: Improved to 62.6% in 2023, showcasing enhanced cost control and operational efficiency.
– Operating Income per FTE (2023): CHF 426,800, a significant increase compared to prior years. - **Attractive Market Position**
– Located in a globally recognized financial hub, offering access to high-net-worth individuals and institutional clients.
– Established relationships with a loyal client base and a sophisticated regulatory environment - **Growth Potential**
– Improved net interest income in 2023 (CHF 32.8 million), signaling strong revenue diversification opportunities.
– Significant operational infrastructure in place, ready for scaling or pivoting into new markets.
Operational Highlights
– **Total Client Assets:** CHF 3.3 billion (2023).
– **Net New Money (2023):** CHF -164.0 million, reflecting an opportunity to revitalize client acquisition strategies.
– **Business Expenses (2023):** CHF 35.0 million, with scope for further optimization.
– **Full-Time Employees (2023):** 129.1 FTEs, supported by highly skilled personnel.
Opportunities for Improvement
While the bank has shown a significant recovery in profitability and operational efficiency, challenges remain in reversing client outflows and declining total client assets. These issues can be overcome through a strategic focus on:
– **Reinvigorating Client Growth:** Implementing targeted marketing campaigns and revitalizing client relationships to attract new assets under management.
– **Enhanced Product Offerings:** Expanding product and service lines to meet evolving client needs, such as digital asset management or sustainable finance solutions.
– **Operational Optimization:** Leveraging technology to further streamline processes and reduce costs.
These improvements present opportunities for a new owner to unlock additional value and drive long-term growth.
Investment Opportunity
This private bank is ideal for investors or financial institutions aiming to:
– Expand their banking and wealth management footprint in Europe.
– Leverage a solid regulatory and operational foundation to diversify services.
– Reinvigorate client growth strategies and tap into a lucrative market segment.
Next Steps
For serious inquiries, additional financial details and regulatory disclosures will be provided under an NDA. This is a confidential sale; the bank’s identity will be disclosed upon formal expression of interest.
Contact:
Rene Philippe
+41787983770