Services for external asset managers

We make our reputed and constantly updated wealth platform available to external wealth managers. They may outsource all their activities to us that do not involve direct client contact. This way the managers can concentrate purely on their clients. Such arrangements make sense in particular in compliance and risk management since the ongoing flood of regulations is increasingly binding more resources. Upon request we can also incorporate those into our investment and implementation processes and make our back and middle office available to them.  External advisors may also call upon the expertise of our Chief Investment Officer Jan Mueller. In the case of an extended absence or your retirement, we can take over your functions occasionally or permanently.