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.