Outsourced
Investment
Management
Services
Outsourced Investment Management Services (OIMS) is a unique multi-service platform dedicated to supporting the investment and administration activities in the wealth management industry.
An essential partner for investment professionals looking to develop their business, it enables them to focus on their core business and maximize the efficiency of their investment process.
OIMS offers services such as the outsourcing of ESG portfolio sensitivity checks, responses on cross-border regulatory issues, research and analysis of single securities or markets, independent fund and manager selection, certificate structuring (AMC), commission recovery or outsourcing of trade execution.
service providers
Indigita
Indigita offers a consulting platform for all cross-border issues. It answers questions addressing on the ability to serve clients abroad, the compliance of a financial product and offers relevant tax information.
Conser
Conser is an independent verificator of the sustainability profile and impact of a portfolio. The specialist also provides advice on the integration of environmental, social and governance criteria in portfolios.
Marex
Price calculator for customized structured products, this service partner offers a liquidity hub for all asset classes, including cryptos.
Ashenden Finance
Ashenden offers a research, analysis and support service covering all asset classes with a particular focus on the bond and equity markets in addition to an integrated and automated brokerage activity.
Chartered Opus
The service of Chartered Opus allows you to structure and manage in a fully automated way and at the best conditions your own Actively Managed Certificate.
Heravest
As an independent CIO, Heravest assists you in the whole decision making value chain from the definition of the investment policy and its process to the setting up of model portfolios, the implementation of the investment policy and the monitoring of the investment committee
