Starting an asset management company in Switzerland is more straightforward than many might expect. In fact, the legal requirements can be significantly more accessible compared to other jurisdictions.

Switzerland’s robust financial sector, well-established regulatory framework, and strong investor protection make it an attractive location for asset managers. However, navigating the legal and regulatory landscape is essential. Below is a brief overview of the key steps involved in founding a Swiss asset management company.

1. Legal Structure and Authorization

  • FINMA Authorization:

    To operate legally, asset managers must obtain authorization from the Swiss Financial Market Supervisory Authority (FINMA).

  • Legal Form:

    The company must be incorporated as a stock corporation (Aktiengesellschaft or AG), with a minimum share capital of CHF 100,000.

  • Registered Office:

    The company must have a registered office located within Switzerland.

2. Financial and Organizational Requirements

  • Financial Guarantees:

    The company must demonstrate sufficient financial resources to support its operations.

  • Qualified Management:

    The company’s leadership must possess appropriate qualifications and experience—typically, at least five years in asset management, banking, or a related field. Professional certifications such as the CFA are highly regarded. Good reputation and compliance with regulatory conduct standards are also required.

  • Organizational Structure:

    A sound internal structure is essential, including effective compliance and risk management functions.

How We Can Help

Our firm has extensive experience in establishing and organizing asset management companies in Switzerland. We are known for delivering cost-effective, efficient solutions in the shortest possible time frame.

We offer unique business platform options that allow even individual asset managers to reduce fixed operational costs while maintaining regulatory compliance and serving a manageable client base.

Meet Our Experts

We provide initial consulting sessions in Andorra, Belgrade, or Zurich. Consultations are available in English, Russian, or Serbian.