Our partner Exto Financials SA based in Gland, Switzerland, intends to serve the investment needs of institutions and individuals around the world. Their understanding of local economies, industries and cultures helps them develop global relationships over time, and deliver what clients want most: access to a wide range of investment opportunities, consistent, risk-adjusted performance, solid returns over time.
Their approach to asset management helps them deliver results built on global resources and relationships, thoughtful analysis and research as well as effective risk management.
In today's complex financial world, client's interest can be served by using a few banking relationships. Therefore the complexity lies not only in selecting the asset class but also in selecting the banks that can provide the best investment strategy within that asset class.
Despite the fact that many private banks claim or intend to introduce open architecture, the conflict of interests remain. This is more visible in the area of asset management.
The other issue that may rise then is the consolidated overview. Clients must have a holistic view of their Whole Net Worth.
This is why clients need an independent asset manager to help and propose not only the best investment strategy but also helping establish the relationship with custodian and Banks that are expert in the desired asset class.