Swiss Full FINMA Asset & Wealth Management Licensed Company

  • Full regulatory approval – Providing explicit and regulated approval from FINMA to conduct asset and wealth management activities.
  • Greater legitimacy and credibility with clients – Having a direct license boosts trust as the firm is directly regulated and supervised by FINMA.
  • Expanded services – License allows providing a comprehensive range of financial services like investment advisory, portfolio management, custody solutions etc.
  • Ability to advertise and market widely – Firms can openly promote their licensed services without restrictions.
  • Access global clients directly – License facilitates direct onboarding of international high net worth clients.
  • Operate branches abroad – License permits establishment of branches, subsidiaries or representatives globally.
  • Enhanced regulatory standing – Firms receive priority attention from FINMA with any regulatory requests or approvals.

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