🇨🇭 Portfolio of 3 FINMA Licenses – For Sale

Included Licenses:
1️⃣ Portfolio Manager 
• Discretionary management of client assets under a written mandate
• Full control over buying/selling securities (ETFs, stocks) based on client risk profiles
• Perfect for Robo-advisors, Wealth Managers, Digital Investment Platforms

2️⃣ Investment Adviser 
• Offer personalized investment advice without managing assets directly
• Ideal for clients who want guidance but retain control over portfolios
• Registered with the Swiss Adviser Register (Beraterregister)

3️⃣ Execution-Only Services 
• Platform where clients execute portfolios themselves
• Clear risk disclosure required
• Less regulated than advisory or discretionary mandates

📩 Contact us today to discuss acquisition terms and next steps.

Asset number: 3193

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