Services for Independent
Wealth Managers
Growth and development
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Partnerships / alliances between EAMs
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Introduction and on-boarding of Private Banker
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Expert advice for EAM start-up’s and succession planning
Advice, Coaching
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Business strategy and business model
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Investment process (including crypto if required)
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Opportunities for cooperation
Board of Director mandates
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Limited number of selective assignments will be considered
Are you an Independent Wealth Manager, External Asset Manager (EAM) or Financial Intermediary (FIM)?
Would you like to further grow and develop your company?
In that case DR-RH is the perfect partner for you.
We can support you in achieving your ambitious goals.
Private Banker matching your business strategy and culture will be introduced accordingly.
We also accompany you when it comes to succession planning in your business. Full discretion is granted by signing an NDA (non-disclosure agreement) for all parties involved.
We offer coaching and advisory services regarding:
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Business strategy or business model
- Investment strategy and processes
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Entering the new asset class of digital assets and crypto currencies
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Cooperation with third-parties
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And more …
We also offer a limited number of selective board of directors’ mandates
Is this of interest to you? Just contact us