‘We provide you with access to best-in-class solutions for all aspects of asset management.’
In order to win the game you need to be set and ready on all levels. And we got it.
We are offering you an infrastructure which will gain you the capacity to not only retain the existing clients, but also to acquire new ones.
We will handle all paperwork related to account opening or running for you.
All products, all asset classes, all regions, all sectors. We cover them all and prepare you for the next client meeting individually. Whenever needed.
Get fully equipped to start operate as RM tomorrow. You will be prepared and coached for your client meeting better then any bank.
‘In order to satisfy high demands of existing clients, and furthermore acquire new ones you need a strong infrastructure. And you got it.’Artem Neklyudov Chief Technical Officer
We are offering you an infrastructure which will gain you the capacity to acquire new clients, not only retain existing. We will share with you our access to global banks, our cutting edge CRM which offers you access to all of your clients’ accounts across the globe, a leading sales CRM and e-tools for your clients, they have never seen at any bank. Additionally you will have access to in house specialists, working spaces and real, physical network, any industry player could only dream of.
‘Administration is annoying, complex, and work intense in today’s financial world. We have the human power and know how to handle it while you’re focusing on your clients.’
Hands on, quick and efficient support and guidance through all processes. Get individual coaching and master classes on administration issues related account opening and account management. We will lead you the entire way, from the very first question on the KYC form up to solving of complex capital structuring cases.
‘We are sure you are sick of pushing low quality house products. And your clients are too. Decide what you client needs and what the margin should be. Any product on the market – you have it.’
You have a client meeting tomorrow and will be discussing gold and European equities? We will prepare you. You need a list of best in class funds to cover healthcare sector? We will arrange it. Your client and you need regular updates which single bonds to buy and why? You will receive it. You need our CIO or PM Team for a critical meeting with a HNWI? You will get the support. You need a complex product to be structured, or investment ideas to for a note? Yes we can and yes we have. You will delegate the management of portfolios entirely towards us and get regular updates on your portfolio, meanwhile focussing on relationship management? You can do that.
Our asset management solutions
We know exactly what it means to be at the front. You need solid professional knowledge paired with strong communication skills. We have it and are ready to support you whenever needed.
You need support on the front? You will get it! Backed by our highly experienced and solid sales team you will win any battle. It can be assistance during a regular meeting with an existing client, or active involvement in your upcoming road show for client acquisition. Upon your request we cover it all. And we make sure that the action becomes a success. You can rely on us.
We are happy to welcome you with our team!
Blackfort – more than Swiss Banking.