THE NEW M&A MARKET PLACE
FOR INDEPENDENT WEALTH MANAGERS
 
 
"IF YOU DO NOT CHANGE THE DIRECTION, YOU MAY END UP WHERE YOU ARE GOING!"
LAO TSU

​HOW IS MY BUSINESS POSITIONED FOR THE CURRENT AND FUTURE MARKET SITUATION?

HOW TO OVERCOME EXISTING CHALLENGES? ​

WHAT HAS HAPPENED TO THE PROFITABILITY OF MY BUSINESS?

IS THE CONCEPT OF INDEPENDENT WEALTH MANAGEMENT A BUSINESS CASE FOR THE FUTURE?

WHO ARE WE?
WHAT IS THE STORY?
WHAT DO WE OFFER?
We are a small group of experienced Wealth Managers from different backgrounds. 

We have outsourced IT and the legal function, to achieve a more professional and updated level of services and a better economy of scale..

 
 

CONTINUE - SELL - MERGE - JOINT VENTURE - RETIRE

There are many ways to react to the challenges building up in the IWM industry in Switzerland.

We are constantly securing demand for those assets/firms, either being acquired or merged, with new partners.  
 
Check-out, which directions your IWM business could take.
Our firm is 100% solution driven. The selection criteria catalogue, which is the base of our company's matching software is extremely accurate.

Our streamlined process enables us to come up with matching results in a short period of time.
PEOPLE
ABOUT
PROCESS

REGISTER YOUR BUSINESS TODAY

You can register your business today. Please send us a contact note and we will get back to you within 24 hours. We will send you a questionnaire that will comfirm to us whether your business fits the target group. Only then will your company have to register to our data base.
CONTACT NOTE