What we offer

The CORUM WEALTH MANAGEMENT PLATFORM provides the asset manager with various service packages with a wide range of services and cooperation options:

A well-functioning back office contributes significantly to customer satisfaction. Our experienced back office team takes care of the administrative tasks involved in asset management for our partners and their customers. The team handles all orders professionally, quickly and with a high degree of flexibility.

The following back office services are offered via the platform:

  • Order management (recording, placement and execution including notification and archiving)
  • Handling of documentation and reporting obligations regarding securities transactions
  • Booking of securities transactions
  • Reporting using the portfolio management system
  • Document management and archiving
  • Use of the vwd Portfolio + Advisory Software including interfaces to custodian banks:
    • «vwd portfolio manager» (solution for portfolio management)
    • «vwd advisory solution» (solution for investment advisory)
    • «Customer Account» (digital customer advice and support)

In our office premises at Mainaustrasse in Zurich-Seefeld, we offer you an ideal business environment. State-of-the-art IT structures, high-quality workplaces and conference rooms are made available to partners.

The following services in the area of IT / Office infrastructure are offered via the platform:

Use of IT infrastructure:

  • Cloud solution (including the latest MS software)
  • VoIP telephone solution (Zurich telephone number, worldwide)
  • Direct contact to our external IT service provider for technical concerns or problems

Use of office infrastructure:

  • Representative conference rooms with modern equipment
  • Workplace including hardware and software
  • Our department for administration and secretarial services:
    • Handling of bank correspondence etc.
    • Various administrative services (customer letters, courier shipments, presentations etc.)
    • Customer reception

The following services in the area of Investment are offered via the platform:

Managment of client assets by the platform

  • Asset Management
  • Investment Advisory
  • Execution-Only

Participation at the Investment-Committee meeting (weekly)

  • Exchange with experts with many years of professional and industry experience

Participation at the investment policy meeting with Prof. Dr. Josef Marbacher (quarterly)

Independent asset manager / bank advisor joins the CORUM Wealth Management Platform and can therefore use all of the platform’s services.

The new partner can work as an employee of CORUM or as an independent advisor with his own, non-regulated company while the regulation takes place via CORUM.

In addition to the services described in the various modules, our employees and independent advisors have access to the following “Investment Services”:

  • Portfolio Management und Active Advisory
  • Portfolio Review, Portfolio Monitoring, Risk Control und Performance Reporting
  • Development of the investment strategy for the reference currencies CHF, EUR and USD
  • Creation of investment proposals and sample portfolios
  • Recommendation lists for stocks, bonds and investment funds
  • Trading recommendations
  • Access to research of partner banks
  • Access to a large network of specialized providers of investment products (investment funds, private equity and customized structured products)
  • Cooperation with 5 active custodian banks.