Portfolio Asset Management in Switzerland

General information:

  • Location: Canton Zug, Switzerland
  • Place of Registration: Zug
  • Date of Incorporation: 2003
  • Authorized Capital: 100,000 CHF
  • Portfolio Management License: Licensed by Finma (the company was an SRO prior to licensing)
  • Supervised by: OSFIN
  • Corporate Bank Accounts: VP Bank, Post Finance Bank
  • Banks Asset Management Relationships: Corner Bank, VP Bank, Flow Bank, and additional relationships with several brokers

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