Fund manager · Switzerland

Manager of collective assets licence (Verwalter von Kollektivvermögen nach Art. 24 FINIG) (Switzerland)

The Manager of collective assets licence (Verwalter von Kollektivvermögen nach Art. 24 FINIG) is issued by Swiss Financial Market Supervisory Authority (FINMA) under Federal Act on Collective Investment Schemes (CISA, SR 951.31). The official register lists 344 current holders. The legal decision period is No fixed calendar deadline under Swiss administrative law. Ownership changes need the regulator's approval before completion.

Last verified 2026-09-24Regulator FINMAMarkdown · Data (CC BY 4.0)
Manager of collective assets licence (Verwalter von Kollektivvermögen nach Art. 24 FINIG): licenceFM

At a glance

Official nameManager of collective assets licence (Verwalter von Kollektivvermögen nach Art. 24 FINIG)1
Issued bySwiss Financial Market Supervisory Authority
JurisdictionSwitzerland
Licence familyFund manager
Legal basisFederal Act on Collective Investment Schemes (CISA, SR 951.31)2
PassportingDomestic only
Annual feeAnnual supervisory levy allocated across collective asset managers under Section 3 FINMA-GebV3
Statutory decision timeNo fixed calendar deadline under Swiss administrative law4
Public registerofficial register5
Current holders3445

What it lets you do

  • Managing alternative investment funds. Performing portfolio management and risk management for funds that are not UCITS, such as hedge, private equity and real estate funds.
  • Portfolio management. Managing client portfolios that include financial instruments on a discretionary, client-by-client basis.

Where it is valid

Switzerland licence, domesticSwitzerland
Valid in Switzerland.

Cost

Cost components, upper bound total EUR 3Annual supervisory fee: EUR 3
Regulatory costs from the official sources above. Professional fees, staff, office and audit come on top and depend on the business model.

Buying a company that already holds it

Prior approval required. A qualifying participation is defined as directly or indirectly holding at least 10% of the capital or voting rights, or otherwise exerting a significant influence over the company (BankA Art. 3 para. 2 let. c; FinIA Art. 11 para. 1). Notification to FINMA is mandatory prior to acquiring, disposing of, or reaching, exceeding, or falling below the statutory thresholds of 10%, 20%, 33%, or 50% (BankA Art. 3 para. 5; BankO Art. 8a; FinIA Art. 11 para. 4). For FinTech licence holders (Art. 1b BankA), FINMA's FinTech Licensing Guidelines explicitly mandate prior formal approval before completing any change in qualified participations. Furthermore, when foreign control is established or modified in a Swiss bank or securities firm, a supplementary licence (Zusatzbewilligung) is mandatory under BankA Art. 3bis. For SRO-affiliated financial intermediaries, Art. 6 para. 2 of SRO regulations (e.g. VQF) mandates prior written notice and SRO approval before transferring qualified holdings.6

Last verified 2026-09-24Author Danil Marmysh, Founder & CEO, ProtegraReviewed by Anastasia Sidorenkova, Head of Licensing, ProtegraReport an errorReference information, not legal advice.

Sources

  1. finma.ch: asset management · retrieved 2026-09-24
  2. fedlex.admin.ch: 822 · retrieved 2026-09-24
  3. fedlex.admin.ch: de · retrieved 2026-09-24
  4. fedlex.admin.ch: 801 · retrieved 2026-09-24
  5. finma.ch: flvervt (PDF) · retrieved 2026-09-24
  6. finma.ch: fintech bewilligung · retrieved 2026-09-24

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