Third Party Assest Management Services

Maintaining advisor independence through our “Plug and Play” platform

Amergeris takes the time to listen to the needs of the advisor and offers insight into the most appropriate solution for your business. We offer several proven third-party management solutions such as private managed accounts and asset management platforms through our counterparty banks. These solutions improve efficiencies, differentiate an advisor’s firm in the marketplace and provide first-class professional asset management for your clients.

At Amergeris we offer our “plug and play” solutions for trade execution through counter party banks and brokers.

We listen to the needs of the advisor and offer consultative insight into appropriate solutions. We utilize multiple proven third-party management solutions such as private managed accounts and asset management platforms through our counterparty banks. These solutions improve efficiencies, differentiate an advisor’s firm in the marketplace and provide first-class professional asset management for your clients.

We delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with both large firms and niche players. This allows you to keep the benefits of remaining a boutique investment advisor.

We understand the desire for independence and the freedom to make your own decisions for your own clients. With a combination of sophisticated technology, and solid partner banks ranging from boutique banks to large investment banks, third party asset managers profit from our unrivaled banking facilities and knowledge of the wealth management sector allowing us to provide you with a full service product offering towards your client.

Through a comprehensive menu of services, integrated technological solutions and common-sense compliance, we enable our advisors to deliver best-of-class service to their respective clients. Furthermore, being part of the Amergeris network means you benefit from a first class regulatory environment recognized by numerous banks in multiple jurisdictions. To back up our offering you can benefit from our robust compliance and accounting departments.