SZ Consulting – Financial Services

Jobs

Follow-up or succession solution for external asset managers

What we offer you

Are you an asset manager looking for an alternative to FINMA subordination or a succession solution for your clients? We would be happy to develop a customised solution for you as an asset manager and your clients. With our broad network of custodian banks, we can discuss possible options in a non-binding initial consultation and draw up a plan for you and your clients. We offer you various options for a connection: Would you like to continue managing your clients' portfolios yourself? Or would you like to concentrate entirely on maintaining your client relationships and delegate portfolio management?

Your area of responsibility

The aim is for you to be able to continue working as before or to find a successor solution for your clients.

Your profile

Asset manager who is looking for an alternative to FINMA subordination or a succession solution.

Remuneration

Depending on the type of cooperation. We would be happy to discuss this in a personal meeting.