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DirectoryFinance & InsuranceFinancial ServicesAubonneAnglo-Swiss Advisors Sàrl
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Anglo-Swiss Advisors Sàrl

Summary

About the company

The core activity of Anglo-Swiss Advisors is to provide consulting services to asset managers, private banks, family offices, and global pension markets. Specifically, this includes: strategic consulting to improve product positioning, evaluation of investment strategies, development of long-term partnerships, market access and introduction for selected fund managers, and development of customized solutions for complex investment environments. The company positions itself as an expert in solving investment complexities and offers its clients access to a network of specialists and decision-makers in the areas of asset management, private banking, and pension markets.

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Industry:Financial Services
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Consultancy for Asset Managers
Consultancy for asset managers covering product positioning, roadshow presentations, strategy deep-dive workshops, strategy assessment and partner selection for white-label products.
Consultancy for Private Banks and Family Offices
Consultancy for private banks and family offices covering fund selection, suitability checks, due diligence, ongoing fund reviews, and quantitative and qualitative research.
Consultancy for Global Pension Markets
Consultancy for pension markets covering manager research, manager selection, matching suitable strategies and developing practical, client-specific solution concepts.
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Location

Hier entsteht die Karte
Rue de l'Ouriette 141
1170 Aubonne

At a glance

Legal form
Limited Liability Company
UID
CHE-491.742.528
Founded
2017 · 9 years
Last commercial register change
December 27, 2024
Employees
1 to 10

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