For financial advisors
Business development services
The demand for independent financial advice has risen dramatically since the eruption of the financial crises. More and more high-net-worth investors are turning away from the traditional bank-driven advisory channels, requiring individualized holistic advice, free of conflicts of interest and hidden costs.
We assist independent financial advisors with developing strategies, defining client segments and advisory processes and selecting suitable products and advisory tools.
If you would like to know more about our services for financial advisors please contact us using this link.