Independent Wealth Advisor: Institutional Platform

For Advisors Already Independent

If you're currently at a multi‑family office, external asset manager, or boutique platform and you're evaluating:

• Stronger regulatory foundation (full FINMA infrastructure).
• Superior operational capabilities and technology.
• Platform stability and long‑term viability.
• Scalability without added complexity.
• Enhanced positioning for sophisticated HNWI clients.

• Full FINMA license and regulatory framework.
• Advanced technology and portfolio management tools.
• Operational scale without complexity.
• You maintain complete client relationship ownership.
• Your service model, unchanged.

• Platform scales with your practice.
• No capacity constraints as you add clients.
• Technology that matches client sophistication.
• Institutional capabilities when needed.

• Are already managing clients independently with substantial HNWI relationships.
• Have 10+ years experience in wealth management with established success.
• See opportunities but current platform creates limitations.
• Are concerned about regulatory stability, operational capabilities, or long‑term scalability of current platform.
• Have sophisticated clients who expect institutional‑grade service and stability.

We are a FINMA‑regulated asset manager built specifically to support independent advisors. Unlike boutique platforms that may lack scale or stability, we offer institutional infrastructure while preserving advisor autonomy. We understand advisors already operating independently - you value control. Our role is platform, regulatory framework, and operational support. You focus on clients.