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  • Services for wealth managers

Services for wealth managers

 

Asset managers face even stricter compliance requirements now that FinSA and FinIA have entered into force. Due to our vast expertise in the financial market sector, we are able to support managers of collective investment schemes or individual assets.

 

Support in the FINMA authorization process

You would like to obtain a license as a wealth manager? We have many years of experience in accompanying FINMA authorization processes and know your challenges as well as the expectations of the supervisory authorities. There are usually 5 challenges in an authorization project, which we are happy to address with you.

 

 

BDO Service Platform for Asset Managers

Would you like to focus on your core business, while simultaneously ensuring that all compliance requirements are met in an efficient manner? The BDO Service Platform for Asset Managers allows small to medium-sized asset management providers to manage the complex requirements of the future with reasonable effort and expense.

 

Your Benefits

 

The BDO Service Platform consists of three modules. You choose the content and scope of your individual service package.

 

 


 

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