Print
Save as PDF
Confidential · LOT-0032 · LIVE
Strategic Zurich Opportunity
✓ Zefix verified
Zurich
Finance
LOT-0032
Revenue
—
FY 2025
EBITDA
—
Range
Asking price
—
Bracket
Employees
—
Full-time
Founded
—
Heritage
Deal type
—
Structure
§ 01 · Executive Summary
Zurich-based Wealth Management Company – Strategic Partnership or Exit Opportunity
Established wealth management company based in Zurich, seeking a long-term strategic partner or exploring a full or partial exit with a suitable institutional or entrepreneurial investor.
The opportunity may be of particular interest to established financial groups, EAMs, asset managers, or strategic investors seeking to expand their presence in Switzerland.
§ 02 · Investment Highlights
§ 03 · Financial Summary
Metric
Range
Detail
Revenue
—
· unlock ·
EBITDA
—
· unlock ·
Employees (FTE)
—
· unlock ·