A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million.

There is the possibility of reaching 51% of the shares through the purchase of other shareholders and authorizated capital.

Key Facts
Listed on BX Swiss since 2022
Dual trading access: also listed via trackers on Frankfurt and Stuttgart exchanges, making the share exchangeable directly in EUR
Target SIX Swiss Exchange admission in 2026 (pre-approval obtained)
Expected inclusion in the Swiss Performance Index (SPI) ? greater visibility, higher liquidity, stronger institutional credibility
Valuation: ~CHF 200m – 250m
Shareholder base: 450+ identified investors, diversified and expanding
Banking & crypto network: more than 10 active banking relationships in Switzerland and internationally + direct crypto exchange access
Regulation: Swiss-listed, FINMA-supervised, fully compliant
Strategic Assets
CHF 600 million AuM (33.33% Strategic Stake from October 2025)
450+ clients (outside parent company shareholders
Generates stable, recurring revenuesMajority stake in a regulated wealth management company:
Private Equity Portfolio – selective high-growth investments (AI, fintech, biotech, deep tech)
Public Market Strategies – diversified allocation across equities, commodities, and digital assets
Crypto & Digital Assets: direct market access within a regulated framework
Growth Drivers
AMC Platform (2025 launch with a leading Swiss bank) ? scalable recurring revenues, listed and liquid investment products
Unlimited product creation potential: ability to structure an infinite range of financial products (AMC today, funds in the future)
Regulatory pipeline: a full FINMA license is in progress through a group company (33% stake), unlocking future fund launches and broader product capabilities
Recurring income expansion via management fees, AMC platform, and fund potential
Institutionalisation via SIX & SPI entry in 2026 ? increased liquidity, global visibility, index inclusion
Actionnaire traction: shareholder base has grown consistently from ~120 (2022) to 450+ (2025)
Track record: strong share price appreciation since listing, supported by fundamentals and organic growth
Benefits
Access to a Swiss-listed vehicle offering transparency, liquidity, and scalability
Cross-border liquidity: tradable in CHF (Switzerland) and EUR (Germany)
Diversified multi-strategy model across private equity, asset management, and public markets
Recurring revenues secured through AuM and AMC platform
Future upside through potential fund structures and expanded FINMA licensing
Clear institutional roadmap: SIX + SPI listing = credibility and access to institutional capital
Attractive entry point: ~CHF 200m valuation with significant growth catalysts