Platform for financial advisors and asset managers

We offer financial advisors and asset managers a platform on which they can provide individual customer care to existing clients. You are your own boss and decide on your budget for yourself. You are supported by a highly professional mid- and back-office, IT and compliance team so that you can focus solely on your clients and further expand your client base.

Our in-house portfolio management team can support you in investment decision-making, as required. You can also decide whether to have an in-house or home office workplace. You are therefore free to decide to what extent you wish to be a part of our team.

We look forward to hearing from you. Johannes T. Barth will be pleased to meet you in person.

Telephone: +41 61 225 96 36