Consulting Services

For financial advisors

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.


  • "Distinguishing between luck and skill in financial markets requires thorough analysis."

  • "Independent and strong corporate governance is the investor's best risk management tool."

  • "Working in the financial industry must be a continuous learning process."