Are you an employed Private Banker, Relationship-Manager or Client Advisor?

 

Would you like to further develop your career?

 

Would you like work as an entrepreneur and participate directly in your revenue production in a transparent way?

 

If yes, DR-RH is the perfect place for you.

 

We offer expert support in finding a matching EAM partner that suits you and your clients.

 

The EAM-market has changed significantly over the years. Nowadays, you find highly sophisticated External Asset Managers, offering state of the art portfolio management capabilities, modern IT platforms and efficient compliance support. On the other hand, you still have room to act as an entrepreneur while servicing your clients along with their needs.

 

But which Independent Wealth Manager / EAM-partner is the most suitable for you? This depends on several factors to be taken into consideration such as client segments, markets, your requirements with regards to investment related capabilities when delivering advise, discretionary mandates and so on.

 

Moreover, the pay-out model as well as culture and team will be key factors when considering joining an EAM.

 

Backed by the signing of an NDA (Non-Disclosure-Agreement) by all involved parties, the highest level of discretion will be granted.

 

We provide comprehensive knowledge of the EAM market.

 

We come up with proposals for you.

 

After a detailed analysis of your requirements, we will propose several (2-5) EAM companies on a no name basis to you.

 

We will support you in making the right decision.

 

In order to do so, let’s meet. Just contact us

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If you would like to set up your own asset management company together with an entire team of private bankers, we are also there for you. We consult / coach you on the way to your own company. We will show you how to structure your company, which IT platform suits your needs, how to efficiently cover compliance issues, which cooperations you can enter into, etc.

 

Profit from our experience.

 

Contact us now