Individual account and custody account service
We provide you with professional and efficient support enabling you to focus all of your efforts on your clients. We handle the account and depositary services for your clients, who of course will continue to benefit from the exclusive services of their previous asset manager.
A manager with market experience will take over all necessary depositary and management tasks on your behalf, including:
- Immediate execution of client instructions
- Depositary and management of securities
- Processing of all securities, cash and derivatives transactions
- Preparation of earnings statements
Additionally, we offer:
- A personal contact partner who serves as your direct contact for portfolio management
- Through our Compliance department, support for your professional and due diligence obligations as a portfolio manager, including monitoring adherence to international money laundering standards.