Customer referral
- Support for asset management and advisory clients
- special mandates
- Vested benefits mandates according to BVV2
- Customer service from CH & LUX
Portfolio Management
- AMC Momentum
- AMC Europe Dividend
- AMC US Growth Selection
- AMC ESG Focus
- Use of white label products with their name
Tareno Funds
- Tareno Global Water Solutions Fund
- Tareno Fixed Income Fund
- Tareno Global Equity Fund
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 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