For Advisors EN

Financial Terms

We work together to customize “plug and play” service packages including full portfolio management, operations and compliance services, so you can focus on your client relationships and grow your business.

Technology

We consolidate all of your clients’ assets, including alternative investments and their performance, in our innovative portfolio-management system APS©.

This way you can manage complex portfolios easily, receive customized analysis and alerts, and generate customized reports.

Investments

We have a dedicated investment team in each asset class, segment, industry or geographic region that you can leverage.

You will also be able to obtain detailed analyses of your clients’ portfolio and constant recommendations in one-on-one sessions with our investment team. You will have access to our alternative investment platform including venture capital, real estate, private equity, structured notes, hedge funds and crypto.

We leverage our size to negotiate access to leading managers, for smaller investors.

You can also improve the performance of your clients with our asset allocation specialists.

Legal & Compliance

Rely on our compliance and legal team to reduce the time you spend on these activities, so you can concentrate on what you do best, the relationship with your clients.

We are able to support all types of individuals and entities; our ecosystem operates in fully regulated companies.

Network

Strong, strategic and high-level relationships with the world’s top custodians, banks and brokers recognized by our partners as leaders in independent wealth management.

Access our network of lawyers, CPAs, brokers and other professionals in more than six countries with whom we have negotiated special rates for our clients.

Marketing

Leverage our suite of online channels and events to gain new customers and increase loyalty among existing ones.

You will also be able to keep them informed and updated with our analysis and research on relevant market events.

For Advisors

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