We are offering a Switzerland-based entity holding an active ARIF SRO membership. The structure enables a broad range of financial services, including asset and portfolio management, trading, advisory, lending, and corporate finance activities — all operated via third-party banking infrastructure.
The company uses a power of attorney model, allowing flexible management of client assets while maintaining client funds at third-party banks.
Key Information
Jurisdiction: Switzerland (Zug)
License: ARIF SRO Membership
Status: Active
Permitted Activities
Digital asset and portfolio management via third-party banks (under client authorisation)
Safekeeping and transfer of client funds and securities
Trading of financial instruments, including:
• FX, CFDs, commodities, derivatives, securities
Opening and management of client trading accounts with external providers
Investment advisory via fintech platforms
Lending, leasing, and other financing solutions
Securities custody and administration via third-party custodians
Corporate finance services, including payment solutions, brokerage, and white-label services
Operational Readiness
Third-party banking model in place
Power of attorney structure implemented
Flexible setup for multi-service financial operations
No custody risk (client funds held with third-party banks)
Suitability
This structure is suitable for firms seeking a Swiss-regulated presence with a wide financial services scope, particularly those operating with third-party banking models, digital assets, and international client bases.
Asking Price
Available upon request
Further Opportunities
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