Service
Outsourced Investment Office and Institutional Services
We provide comprehensive investment office capabilities for External Asset Managers (EAMs), wealth boutiques, and independent advisors. Our service model allows partners to access institutional grade investment infrastructure without the overhead of building it in-house. Services include portfolio strategy development, ready to use investment models, ongoing risk oversight, and client reporting that meets regulatory standards including FINMA and MiFID II requirements
Our Outsourced Investment Office (OIO) delivers a complete institutional-grade investment function for External Asset Managers (EAMs) and family offices.
We provide strategy, portfolio management infrastructure, risk oversight, and client-ready reporting allowing our partners to focus on client relationships while we manage the investment process with discipline, transparency, and efficiency.
Our modular service structure makes it possible to choose exactly the level of support your firm needs from model portfolios and tactical updates to full CIO participation and regulatory alignment.
For EAMs:
Significant cost savings compared to building an in-house investment team
Institutional-level investment framework and reporting standards
Compliance alignment with FINMA and MiFID II regulations
Modular, scalable service models with client-ready content
For End Clients:
Professional, independent investment oversight
Consistent and transparent portfolio process
Enhanced credibility in client and prospect meetings
We offer three scalable models designed to match the size, needs, and structure of each partner organization.
Basic
Ideal for small or newly established EAMs or start-ups with limited budgets.
Includes:
House View & Quarterly Investment Outlook
Model Portfolios (Conservative, Balanced, Growth)
Approved Advisory Universe (funds, ETFs, structured products)
Monthly Market Commentary (white-label option)
Premium
For mid-sized EAMs outsourcing most of their investment process.
Includes everything from Basic, plus:
Tactical Asset Allocation updates
Tailored multi-currency model portfolios
Implementation Support (trade lists & rebalancing proposals)
Risk Monitoring (allocation breaches, liquidity checks)
Participation in your Investment Committee
Analyst hotline (product & research support)
Exclusive
For established EAMs and family offices requiring a branded, full-service investment function.
Includes everything from Premium, plus:
Bespoke thematic portfolios (AI, Energy Transition, ESG, etc.)
Custom client reporting (letters, slides, fact sheets with your branding)
CIO/PM presence in client meetings
Regulatory alignment (FINMA / MiFID II compliant investment policies)
Product Due Diligence Reports
Quarterly in-person strategy sessions
Additional Solutions
We also provide à la carte support for specific needs:
Single Portfolio SLA (flat or AuM-based pricing)
Bespoke Portfolio Construction (family or thematic mandates)
White-Label Client CIO/PM Reports
Training for Relationship Managers
Ad-hoc Research or Market Notes
Compliance Documentation & Outsourcing Policies
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Get in touch to discuss a tailored plan and benefit from professional guidance grounded in integrity and commitment. Starting the dialogue is easy and confidential.