– 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.
– In addition to traditional assets – The license is able to safely manage, trade and store digital (crypto) assets in co-operation with specialized Swiss banks.
– Has several existing bank accounts.
– License is in good standing.
– Director willing to stay.
For more information on this offer, please contact:
