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Our Services
External Asset Management Platform
SwissDirekt AG has FINMA authorization according to FinIA and exclusively serves clients with Swiss custodian banks. Our transparent cost structure allows asset managers with CHF 5 to CHF 50 million AuM an attractive follow-up solution.
You can continue to serve your customers at unchanged conditions or optionally transfer portfolio management to us. You continue to manage independent activities such as tax returns or real estate management on your own account. Optionally, you can build up a mortgage portfolio and other mainstays and invite them to joint customer events.
As an asset manager, you want to continue serving your clients without being burdened with regulatory administrative processes. With us, you have a say and flexibility without having to join a large asset manager.
Remuneration 75% - 90% of proceeds, no minimum amount.
You can continue to serve your customers at unchanged conditions or optionally transfer portfolio management to us. You continue to manage independent activities such as tax returns or real estate management on your own account. Optionally, you can build up a mortgage portfolio and other mainstays and invite them to joint customer events.
As an asset manager, you want to continue serving your clients without being burdened with regulatory administrative processes. With us, you have a say and flexibility without having to join a large asset manager.
Remuneration 75% - 90% of proceeds, no minimum amount.