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Platform for client advisors and asset managers
We offer client advisors and asset managers a platform from which they can look after each of their existing clients. You are your own boss and decide your own budget. A highly professional team of mid- and back-office, IT and compliance staff is there to support you so that you can concentrate on your clients and expand your client base.
If you wish, our portfolio managers can help you with investment decisions. How you organise your office – in-house or at home – is up to you. You are therefore free to decide to what extent you would like to be integrated into our team.
Get in touch with us. Johannes T. Barth would be pleased to talk to you personally.
Telephone: +41 61 225 96 36