Independent Asset Managers

Services for professionals and intermediaries

A partnership that supports your success

EFG is the right partner for Independent Asset Managers like you who are looking for agility, practicality and flexibility. The perfect complement, we can provide you with the support and insight you need to make smarter decisions for your clients. We understand the importance of your relationships, so building long term relationships based on an intimate understanding of your clients' needs is our priority. So, if you're looking for a joined up experience that connects intelligent analysis, a high conviction, smart philosophy and great products, we're the partner for you.

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Your needs, our goal

We can offer you direct access to our trading rooms covering 24h through our facilities in Switzerland and Asia. If needed, we can support you in setting up Private Label Funds, which can be distributed to your clients across the globe through our Luxembourg unit and subject to compliance with local regulations. Thanks to our partnerships with the major players and their structured product platforms, we can facilitate you in issuing new products to your clients. And we keep investing in our platform and services to meet your growing regulatory requirements and keep up with technological trends. 

How we work with clients and their Independent Asset Manager

A dedicated team of advisors in major financial centres works with specialists to support Independent Asset Managers in their search for the best solution for them and their clients.

1. Portfolio Management Agreement¹

The Independent Asset Manager defines the investment strategy in consultation with the client and they sign a Portfolio Management Agreement.

2. Account Opening

The client opens an account with EFG.

3. PoMA
The client issues a Power of Management & Administration, authorising the Independent Asset Manager to act on their behalf.
4. Trading Orders

Based on the Portfolio Management Agreement, the Independent Asset Manager issues purchase and sales orders to EFG.

5. Reporting

We then confirm the execution of the order to the client / Independent Asset Manager.

¹ Not all services are available in all locations

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The right solutions: our "expert to expert" support model

Backed by the expert advice of our Investment Solutions platform, our Client Relationship Officers and Investment Advisors provide Independent Asset Managers with best-in-class services.1

The right solutions: our "expert to expert" support model

¹ Not all services are available in all locations

Empowering easy and efficient management

It all starts with a conversation

Let's start ours and build something valuable today.

Contact us
  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17

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