Just as your clients need the right asset manager at their side, it is equally important for you as an asset manager to be working with the right partners. After all, you should be able to concentrate on your own core business. Bethmann Bank will support you as an efficient partner with an international network.
We not only draw on many years of experience in working with external asset managers and family offices, but also provide you with a comprehensive range of services. This enables us to provide you with targeted support in your day-to-day business. From account opening services through to reporting all the way to executor accounts - we know the demands your clients may have on you as an asset manager from many years of successful collaboration.
You will always have your dedicated contact person to assist you whenever you get in touch. They are also the interface to our specialist departments, whose services you can make use of. We will then work together to find suitable solutions for your demanding clients - be it for "US persons" domiciled outside the USA or indeed in respect of accounts for legal entities with complex structures. Whether you require research support, live trading or a personal exchange with our investment specialists: you will always have direct access to the services of one of the leading financial groups in Europe. Our portal for external asset managers provides you with access to a wide range of information and query options as well as reporting at any time.
We will provide you with dedicated contact persons in the areas of:
• Relationship Management (strategic client consulting)
• Client Advisor Desk (holistic client portfolio management)
• Investment Advisory (active investment advisory services and ordering)
If you would like access and further information on the Research App, please contact us by email.
