Solutions for professional wealth consultants

For independent wealth consultants and sales partners we provide a comprehensive service and tailor-made solutions for a long-term collaboration.

As a wealth consultant you provide support to your clients. You have your own investment ideas and wish to set yourself apart from the competition.

  • We manage on your behalf and together with you as a member of the investment committee your own private label fund.
  • You sell your own private label funds as an exclusive product.
  • Your client profits from the implementation of your investment idea and overall concept.

Alternatively you can introduce us as experienced wealth managers to your clients. We would then advise and assist the clients, and you would monitor together with each client the agreed investment strategies and results. The fee you receive – calculated on a basis agreed with you – will provide you with a stable financial basis.

We shall be pleased to co-operate with you in implementing the ideas we develop together.

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