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Asset managers

Secure administration for your asset management.

Finanzdienstleistungen — Vermögensverwalter

Starting point

Independent asset managers are under strict supervision and must meet diverse regulatory requirements concerning both client relationships and internal processes. Efficient and audit-proof administration is crucial to focus on the core competence of asset management. We support you in this dynamic environment.

Our services

What we take care of for you

FINMA Licensing Support

We guide you through the process of applying for and maintaining your FINMA licence.

Reporting to Regulators

We prepare and submit the necessary reports to the regulatory authorities accurately and on time.

Anti-Money Laundering

We advise you on implementing and adhering to effective measures for anti-money laundering prevention.

VAT and Taxes

We optimise your VAT and tax position, considering industry-specific regulations.

Your benefit

You minimise compliance risks and optimise your administrative processes, allowing more time for client care. Our specialised support enables you to focus intently on value creation in asset management.

Arrange an appointment

Arrange an appointment

Let us discuss your needs

Duration

September 2026

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Please select a contact person first.

Select the person, day and time on the left.
Form

Your request will be reviewed by us and confirmed via e-mail. We will use your details exclusively for appointment scheduling (see data protection).

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