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Manage all your accounts with a single wrapper.

Advantages

Asset Manager (AM)

  • Multi-issuer portfolio management with one single AMC possible
  • Less workload/ simple product setup
  • Open platform: AM can choose broker/ custodian
  • Unlimited number of rebalancing
  • Easy AM fee collection
  • Possibility for AM to generate a track record

Investor

  • Multi-issuer allocation
  • No restrictions regarding flexibility
  • Access to all assets and financial instruments
  • Precise portfolio strategy/ no tracking error
  • Effective issuer diversification within the strategy / no limitation

How that works