What do Family Offices & Wealth Managers Want?

  • Develop differentiated propositions

     

  • Holistic offering

     

  • Sophisticated yet cost efficient solutions

     

  • High risk adjusted returns

     

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  •  

    Independent, unbiased advisors with track record

  •  

    Aligned interests with trusted providers

  •  

    Utilization of the FinTech component

  •  

    Access to investment ideas & deal flow

  •  

    Scaling the business in a challenging environment

  •  

    Develop differentiated propositions

     

    Holistic offering

  •  

    Transparency

     

    Sophisticated yet cost efficient solutions

  •  

    Aligned interests with trusted providers

     

    Utilization of the FinTech component

  •  

    Access to investment ideas & deal flow

     

    Scaling the business in a challenging environment

The Answer: Hybrid and Holistic offering…

  • FinTech palette

    State of the art research platform through a collection of
    tools across products and markets

  • Buy side experts

    Unbiased advisors empowering the user in a holistic and non-competing way

  • Disruptive pricing

    Simple, transparent and AUM-agnostic pricing that
    truly aligns interests

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..empowering the decision makers

 

Analytical research tools

 

CIO function

 

Active advisory

 

Third party applications

 

Tax & Legal support

 

Independent research

 

Private deal flow

 

Portfolio support

 

White labeling options

 

Access to experts

 

Analytical research tools

 

Independent research

 

CIO function

 

Private deal flow

 

Active advisory

 

Portfolio support

 

Third party applications

 

White labeling options

 

Tax & Legal support

 

Access to experts

In a nutshell

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  • A modular holistic service
  • Combination of technology with human expertise
  • Access to professionals with track record
  • Widest investment opportunity set
  • Sounding board to decisions makers
  • Flat fee structure with aligned upside
Do’s
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  • Discretionary management aspirations (MFO or CIO)
  • Private banking alternative
  • Trading /custodian requirements
  • Taking control away from decision makers
  • Commission based model
  • Attached to clients AUM
Dont’s

Our Partners