Portfolio Asset Management in Switzerland

  • Location: Zurich, Switzerland
  • Date of Incorporation: 2006
  • Capital: 100,000 CHF
  • License: Portfolio Management License by Finma (formerly an SRO)
  • Supervision: OSFIN
  • Corporate Bank Account: VP Bank
  • Banks Asset Management Relationships: Private Banks including Julius Baer Bank, VP Bank, Maerki Bank, and Sygnum, the crypto bank
  • Status: Operating
  • Software: Asset Max/In Front license, facilitating multi-custody portfolio management, client relationship management, invoicing, and reporting
  • Employees: 1 employee and 3 external Asset Managers and consultants
  • AUM: Yes (not included in purchase price), with more than 100,000,000 CHF AUM

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