Asset Managers & Custodian Banks
Independent selection, appointment, and supervision, with complete fee transparency and an unwavering focus on the client's interest.
We assist our clients in selecting asset managers and custodian banks using specialised selection criteria, ensuring access to the most suitable managers, investment solutions, and banks available in the market for the family's specific needs.
Because we receive no retrocessions, rebates, or placement fees, the selection process is driven solely by fit and quality. We prefer managers with clear investment disciplines, genuine alignment of interests, and a willingness to be measured against the right benchmark.
Once appointed, we supervise asset managers and monitor the services of financial institutions on behalf of the family. This means ongoing oversight of mandates, periodic performance review, and hard negotiation of fees, custody terms, and ancillary costs.
The goal is greater transparency regarding bank fees and performance figures, and through that transparency, a measurably better outcome for the family over time.
Independence is not a marketing claim; it is a question of whose cheque funds your lunch.
Scope of the mandate
Manager selection
Shortlisting and due diligence based on mandate, team, process, and historical evidence.
Custodian selection
Bank selection driven by safety, service quality, and total cost, not by longstanding habit.
Fee negotiation
Transparent negotiation of management fees, custody charges, trading costs, and foreign-exchange spreads.
Ongoing supervision
Quarterly reviews of manager performance and annual renegotiation of terms where warranted.
Discuss this mandate.
A first conversation is always private, without obligation, and held in person or at our office in Zurich.
Schedule Consultation