We are acting on behalf of the client — 100% shareholder of the Swiss licensed assets management company.
— Established in 2015, stock corporation (Aktiengesellschaft).
— CHF 150’000 (USD 165’000) is a fully paid share capital.
— Currently licensed by Swiss SRO, the transition to FINMA started (due to the changes in Swiss legislation).
— Member of the Swiss Finance Ombudsman office.
— Well-known Robo-Advisory platform (recognised by reviews in European press).
— Custody is a well-known international broker.
— Around 250’000 CHF under management.
About the company:
The company provides asset management and Robo-advisory services.
Procedures are established for onboarding, online customer identification and interaction with the broker.
Risk calculation and recommendations for automated trading have been improved for 4 years.
All regulatory audits have been passed and the accountancy records are in excellent condition.
The licence also allows you to carry out other activities as an intermediary in the area of finance (a very wide range of activities).
Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.