CIO in a box: At a glance
CIO in a box gives wealth managers the investment capacity & expertise via a simple subscription. They can have their own asset allocation models, portfolio review for their clients and access to investment ideas & straetgies created by an experienced team.
- Tactical Allocation
- Investment Ideas
- Portfolio reviews
- Independent research
What are the benefits
- Adding expertise / man power
- Sounding board to the partners
- Optimizing internal cost structure
- Independent and impartial
- Establishing high conviction views