We’re presenting a rare opportunity of a fully operational Turnkey Finma 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 Setup
- 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.
🔧 What You Can Do With It
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.
💼 Financial Advantage
- 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.
⚖️ Light Regulatory Burden
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
✅ Residency Benefits (Optional)
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.
💰 Price Advantage
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.
Visit our other site FintechSetup.com
📩 Contact: insight@fintechlex.com
📞 +41 787 983 770
🌐 www.fintechlex.com
