External Wealth Manager Platform

Swiss-Asia provides an External Wealth Management platform for Private Bankers in Singapore and Hong Kong. It allows seasoned Private Bankers with extensive client bases to become External Wealth Managers and allows them to work more efficiently to focus uniquely on their client relationships, whilst leveraging off Swiss-Asia’s preferential terms with a panel of over 25 private banks globally.

With the External Wealth Manager Platform, Private Bankers will be able to focus on building and maintaining client relationships, whilst optimising portfolio management and performance, and in the same go, minimising administrative tasks. Our External Wealth Managers will guarantee that the client now is their center of focus and interest.

The Swiss-Asia Investment Advisory desk which sources ideas from over 60 banks and brokers also includes the latest market news highlights and active buy and sell ideas across all major asset classes.