Website INVESTORY AG
Minimize your regulatory burden and secure your succession in one go - as a qualified deputy of INVESTORY.
About us
INVESTORY has received FINMA authorization according to FinIA and exclusively serves private clients with Swiss custodian banks. Our transparent cost structure allows asset managers with CHF 10 to CHF 50 million AuM an attractive follow-up solution. Optionally, you can buy in as a partner with CHF 50,000. Independent of location, we manage all client documents on our online platform.
Succession planning
In the worst case, we continue to serve your customers internally and compensate your descendants over 5 years. We will be happy to discuss details in person.
Your area of responsibility
You can continue to serve your customers at unchanged conditions or optionally transfer portfolio management to us. You continue to manage independent activities such as tax returns or real estate management on your own account. Optionally, you can build up a mortgage portfolio and other mainstays and invite them to joint customer events.
Your profile
As an asset manager, you want to continue serving your clients without being burdened with regulatory administrative processes. With us, you have a say and flexibility without having to join a large asset manager.
Remuneration
85% - 95% of proceeds, no minimum amount.