Our partnership model for Asset Managers

CURRENT SITUATION

Due to digitization and the increasing density of legal standards, the requirements for independent asset managers have increased significantly in recent years. This trend has intensified with FIDLEG and FINIG, which came into effect on January 1st, 2020. Likewise, the customer needs which are at the center of our work have become more diverse and customers have become more demanding in general.

All of these developments require considerable investments in the expansion of control, documentation, CRM and portfolio management systems in order to enable independent asset managers to continue operating successfully and in accordance with legal standards. In addition, the steadily growing regulatory and administrative tasks tie up valuable human and time resources, which means that fewer resources are available for the actual core business of the asset manager, the comprehensive customer care. However, the problem can be solved by partially or completely outsourcing the completion of such tasks.

OUR SOLUTION

With our modular wealth management platform we offer independent asset managers and bank advisors various service packages tailored to their specific needs. Our offer includes a wide range of services in the areas of “Legal / Compliance / Risk Management”, “Back Office”, “IT / Office Infrastructure” and “Investment Services”.

As a CORUM partner, you benefit from the extensive know-how and many years of experience of a dynamic, internationally oriented group of companies that is well established in the Zurich financial center. With the expansion of our platform to an integrated, lean and technology-driven asset management system, we can generate clear added value for our partners and their customers. Furthermore, the platform enables the constant adaptation of work processes and organizational structures to the current market situation and legislation.

We would be delighted to welcome you at our centrally located office in Zurich, to show you in detail the advantages of working with our company.