External Asset Managers

As an external asset manager, you will benefit from the personalised service offered by our experienced and multilingual experts. 

You will value our specialised investment solutions, tailored to meet your individual needs, enabling you to provide quality service to your own clientele, using both in-house and external products and services. 

You will benefit from the flexibility and availability of a personal Relationship Manager who becomes your direct point of contact, coordinating all your business relations with us as well as guaranteeing you efficiency and speed of execution.

 

From one professional to another

To external asset managers, we offer direct access to the trading room and in-house investment capabilities, plus personalised services and real-time advice on the financial markets. You also benefit from our financial research and recommendations on equities, bonds, forex, third-party funds, funds of hedge funds and structured products. 

We can provide a wide range of custody services, as well as tailored, dynamic wealth structuring solutions dedicated to setting-up and managing family foundations, trusts and offshore companies. We offer a range of competitive lending solutions including trade finance, leveraged and commercial lending.

Finally, all business is done through Information Technology services, which guarantee secure access to your accounts directly from your office, thus ensuring increased security and protection for your client’s wealth.

Contact

External Asset Managers Department
+41 22 307 37 80

For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our EAM Department.