Institutions

We are the key partner to boost your growth and offer wealth management services.

You can leverage on an experienced team, a license in one of the best jurisdictions in the financial field (Switzerland) and a proprietary quantitative strategies system, with strict risk management.

Fund managers or securities firms

Pension funds and universities

Insurance companies

Banks and credit unions

Private companies and collective investment vehicles

Solutions

1.

White label services

We take care of the management, and you take care of the commercial management or the fronting, through a solid platform with your corporate image and identity.

2.

Financial product structuring

If your individual clients size is not large enough to be managed in segregated accounts, our best allies are available to structure the product (AMC Certificates, Funds, Trusts or other) that best suits your needs, and we will take care of the portfolio management.

3.

Referral Plan

Our attractive referral plan allows us to consider our allies as long-term partners with a fair and transparent compensation.

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