Independent Asset Managers

We have a specialist service team exclusively dedicated to working with Independent Asset Managers (IAM) from across the globe.

Our multi-lingual team, with experience managing relationships across a wide range of jurisdictions, is focused on establishing long-term partnerships with IAMs and help them fulfil their clients’ individual wealth management goals.

In order to ensure an effective partnership, we offer IAMs the following benefits:

Several dedicated Relationship Managers, with extensive experience working with IAMs.

Access to Relius International Bank’s trading platform, which enables execution across markets globally with capability to on-board globally sourced securities and funds that meet qualification requirements.

Access to a large network of carefully selected, highly reputable law firms and corporate service providers, both locally and internationally.

Access to our open-architecture platform that covers a wide array of best of breed mutual funds investing across a wide array of asset classes and geographies.

Intelligence and research on global and regional markets from our seasoned Asset Management team.

Through our IT platform, we provide comprehensive and consolidated statements at both a client level as well as at an IAM relationship level.