Solution for Asset Managers
Do you want to scale things down a little and find out how you can continue looking after your clients without administrative expenses?
You look after your clients, we’ll take care of the rest leaving you time to focus on your core activities.
We can offer you individual, tailored solutions:
Are you a successful asset manager or banker (investment consultant) who wants more time for you?
We offer you individual solutions so you can gradually scale things down and concentrate on the essential areas, namely your Clients.
What can All-In Finanz Ltd offer me??
In summer 2023, we were licensed by FINMA as an asset manager in accordance with FinIA and have joined the AO AOOS for the ongoing supervision. We are also a member of SAAM, the Association of Swiss Asset Managers. Our long-standing, competent and experienced employees are a guarantee of successful cooperation.
You do not need to found your own company or buy in as a partner with heavy amounts of capital. You decide which services you want to use and you can get started right away.
We look forward to speaking with you in person.
Get in touch
Our Strengths
- IT system developed in-house to meet our needs
- Competent representative provision
- Consolidated customer reporting
- Simple and clear deposit statement
- Various pricing schemes as well as performance fee incl. high water mark
- Access to various banks
- Independent research
- Order book Monitoring (Execution of stock exchange transactions)
- Stock market information system
- Compliance office (phone, invoices etc.)
- Book-keeping / accounting
- Attractive rates for your clients at our partner banks