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EXTERNAL ASSET MANAGEMENT SOLUTIONS

Hey there

As all of you, I needed to make myself some thoughts as the regulatory requirements placed on asset management are becoming increasingly stringent. At Wealthguard we have set up tailored solution packages to partner up with you to serve your customers without loosing your independence as an asset manager. Want to know more, please contact us below....

EAM Solutions

Growing what you have built up...

Our team has more than 2 decades of experience in family office services, asset management, merger and acquisitions, real estate management, art consulting and other areas with a proven track record.

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We worked on setting up ideal solutions offer our services and core competences to your clients without losing your independence.

 

In our environment asset managers can gain a competitive edge by delegating resource- intensive functions such as legal and compliance, risk management, IT infrastructure, data archiving and customer relationship management (CRM). 

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As a Wealthguard partner you benefit from tailored solution packages incorporating the very latest technologies and with our lean structures and short decision-making routes it will enable you to give new customers rapid services and performance without affecting your focus and success. 

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+41 44 306 40 40 

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