The FINMA license – a new era for Baltrag

At the beginning of the year 2023, Baltrag AG was thrilled to receive its approval as a licensed Swiss asset manager from FINMA (Swiss Financial Market Supervisory Authority).

This esteemed license was by far not granted to every asset manager. Only asset managers in compliance with the high expectations and quality standard of the Swiss legislator and FINMA passed the burdensome authorisation process.
Switzerland has considerably increased the attractiveness of its financial centre by the introduction of the licensing requirement for asset managers. The license stands for an improved client protection.

The granting of the Finma license validates Baltrag’s unwavering commitment to regulatory excellence to safeguard the managed client assets. Baltrag is delighted to have embarked on this new chapter with its clients, backed by the esteemed FINMA accreditation—a symbol of its dedication to the financial success of its clients.

by Ariane Baer Hammer

published January 1, 2024

latest news

Latest Update Q1 2024 from Baltrag

First economic & financial outlook update in 2024 from Baltrag Following a slowdown in 2023, inflation has started to increase again at the beginning of 2024 in many economies. This uptick is partly due to seasonal factors. However, strong wage growth, core...

Outlook 2024

Thankfully, the global recession everyone expected in 2023 never really materialized, except for some parts of the world where we see a mild and more technical recession (e.g. European Monetary Union). Looking into 2024, we expect that the U.S. economy is likely to...