In addition to Portfolio Management we offer advisory services to independent external asset managers. We operate as a clearing house for your trading activities and are at your disposal for the preparation of customer reports and evaluations.
A lot of asset managers do not find enough time to manage their client portfolios and continuously following markets and investments beside running the own company, doing client relationship management and the steadily increasing regulatory work. Various asset classes, different reference currencies and connections to multiple custodians are using substancial resources. In these cases we can assist you as an independent portfolio management specialist.
We can actively support you with the following works:
If you would like to get more information about a possible cooperation, the different ways of working together or the costs involved you can easily contact as under the number +41 61 226 20 35 for unbinding informations. We are looking forward to your contact.