The role of an asset manager

For many individuals, using one of Switzerland’s registered Asset Management companies (such as Strategic Capital Portfolio Partners AG, Encore, SAM or Everest as an example) might be extremely advantageous. The role of a good asset manager is not only to introduce a client to establish a banking relationship with a banking group within Switzerland for tax reasons but also (and more importantly) to oversee a full range of banking and investment services.

These services may include:

Introduction to ‘Triple A’ rated guaranteed investment products possibly offering a greater balance to a portfolio.

Seeking and advising on the best balance for a portfolio, designing placement within a specific client's needs, with access to a diversified field of banks and fund managers.

Once funds have been placed, the Asset Manager monitors the development and/or evolution of the client's portfolio with appropriate advice regarding its performance.

Your Asset Manager will be 'pro-active' as an intermediary between the client and the banks and fund managers.

Another service of growing importance in today’s financial world is the role of the Asset Manager acting in its client's best interests should any disputes arise between the client and the bank or any another third party.

The very best Asset Managers will also have a range of exclusive ‘in-house’ opportunities that may well not be found through any other institution.

In Switzerland, a bank often prefers an Asset manager to act as intermediary because;

Should any dispute occur regarding alleged money laundering, then the bank is not directly libel, they are more easily able to fall back on the asset managers due diligence of that client.

An asset manager provides a steady stream of qualified investors to their door.

In certain areas where the bank is active in seeking new clients, they are restricted by local laws in the methods they can employ to advertise their services. By working through an asset manager, who is unimpeded by the banking restrictions, the bank can draw more clients to its door.