Buy and Sell Wealth management firm: Opportunities in Switzerland

3 businesses are looking for a buyer.

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Showing 1 to 3 of 3 companies

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Established insurance brokerage and wealth management company - French-speaking Switzerland

Aggregated listing
CHF 4,400,000 - 5,400,000
Wealth management firm
21-50 employees

This French-speaking Swiss company has established itself as a leading player in insurance brokerage and wealth management. Present through several branches in…

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Wealth management and business transfer company - Canton of Ticino

Aggregated listing
CHF 120,000 - 180,000
Wealth management firm
Ticino
6-20 employees

This Ticino-based company stands out for its unique positioning in wealth management and business transfer support. Established over ten years ago, it relies…

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Specialised service company in wealth management and business succession - Canton of Ticino

Aggregated listing
CHF 120,000 - 180,000
Wealth management firm
Ticino
6-20 employees

This Ticino-based company offers a unique opportunity in the field of asset management and business succession support. It relies on a highly automated digital…

3 companies

Wealth management firm

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