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Simplifying and streamlining portfolio management.

Advantages

Asset manager (AM)

  • Open platform: AM can choose broker/custodian
  • Fully transparent solution (AM can always see the full balance sheet)
  • All asset classes (incl. Fund & SP)
  • Unlimited number of trades
  • Possibility for AM to generate a track record

Investor

  • Lower costs => more return
  • Fully transparent (market prices during the term as a performance indicator)
  • Diversification & potential performance generator
  • Lower costs => more return
  • Easy to invest (CH-ISIN)
  • Possibility to participate in investment strategies of the AM

How that works