FINMA Swiss Broker-Dealer Asset & Collective Investment Scheme Management Company

• Swiss asset management firm with over 20 years of market experience.
• Fully licensed, active & operating Asset Management Business, with offices, personnel, bank accts. assets under management & an active revenue stream.
• License issued directly by FINMA – Financial Market Supervisory Authority in Switzerland.
• Securities Broker-Dealer, Asset & Collective Investment Scheme Management Licenses (highest tier of Licensing available in Switzerland).

Authorizations held:

• Carry out credit transactions (in particular in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing);
• Provide services related to payment transactions, in particular by carrying out electronic transfers on behalf of third-party clients, manage means of payment such as credit cards and cheques, etc.
• Trade on their own account or on the account of third parties in banknotes and coins, money market instruments, forex instruments, precious metals, commodities, securities (stocks and shares and value rights) as well as their derivatives and all types of financial electronic assets.
• Manage assets on third party accounts
• Make direct investments and provide investment advisory services
• Hold securities or manage securities deposits.
• Deploy & manage own investment funds and various collective investments.