For Asset Managers

We provide financial experts with tailor-made services and products.


Customer referral

  • Support for asset management and advisory clients
  • special mandates
  • Vested benefits mandates according to BVV2
  • Customer service from CH & LUX
Portfolio Management

Portfolio Management

  • AMC Momentum
  • AMC Europe Dividend
  • AMC US Growth Selection
  • AMC ESG Focus
  • Use of white label products with their name

Succession Planning

  • Client-oriented and individual succession planning for you as an asset manager
  • Integration in Tareno
  • Flexible retirement age
  • Earn-out participation after handover
Research Dienstleistungen

Research Services

  • Equity valuation model (scoring of 900 equities according to ESG, Fundamental and Momentum)
  • Participation in presentations on share recommendations
  • Monthly mail of share valuations