In this guide, you will learn:
– What an independent asset manager can do for you.
– The key factors to consider when choosing an independent asset manager.
– The step-by-step process you should follow when choosing an independent asset manager.
What can an independent asset manager do for you?
Independent Asset Managers (IAM) offer wealth management services that are independent of a private bank. Most independent asset managers started their careers as private bankers. As a client, you will get the advantage of their experience and the network of contacts that they have established in the financial services industry.
The primary benefit that clients get from dealing with an IAM is that you have direct access to the individuals who own and operate the firm as well as close contact with