Why Swiss-Asia Wealth Manager Platform?
What are the benefits of working on the SAFS’ WM platform as opposed to working for a bank?
In a bank, you restrained to remain within the bank’s policies and ofter strongly encouraged to convince clients to invest in the banks’ discretionary mandates. On our platform, you have the flexibility to decide which bank(s) to work with, and what products and solutions you want to offer to your different clients. You will also have a very strong negotiation power on commissions.
What are the benefits of working on the SAFS’ WM platform as opposed to working alone?
Over the years, it has become more and more difficult and costly to start a business from scratch in our industry due to regulatory reasons. We have the infrastructure in place and you do not need to reinvent the wheel. You can benefit from it by joining us.
I am good at managing client relationships, not paperwork. How can SAFS’ WM platform work for me?
You take care of the relationships and the investments. We will support you with account openings, mandate transfers, management fee calculation and collection, retrocession fee calculation and collection, compliance matters, investment ideas, HR issues, etc.
What are the informal benefits SAFS’ WM platform has to offer?
We regularly receive invitations to networking events from a broad range of banks, fund houses and other service providers in the market – you will have the opportunities to attend. Swiss-Asia periodically organises events in the industry in which you will be able to participate in.
Does Swiss-Asia have a conflicts of interest?
No, Swiss-Asia does not have conflicts of interest as our business is uniquely built to provide services to independent players that join us. We do not have our own clients. Our contracts contain a very clear non-compete clause in favour of the Wealth Manager.