asset manager

BENEFITS FOR YOU

PORTFOLIO MANAGEMENT

  • Our in-house portfolio management team is on hand to support you with investment ideas and research and to manage discretionary mandates if required.
  • Drafting of investment recommendations for acquiring new clients.

PLANNING FOR SUCCESSION

  • Professional follow-up of existing clients
  • Partnership-based earn-out model
  • Flexible retirement age

BACK-OFFICE SUPPORT

  • Extensive back-office support for day-to-day business operations, such as correspondence, opening accounts, KYC and more.