Lean independent asset managers can concentrate on fewer clients than banks and have no own products to sell.  They can concentrate on client service.

• Understand the client
• Needs and objectives
• Environment and restrictions
• Risk profile
• Proposal
• Adequate solutions
• Agree and Implement
• Strategic asset allocation
• Cost effective solutions
• Review
• Information
• Tactical asset allocation
• Flexible remuneration
• From the client: flat or performance fees;
• or from banks and providers: part of their standard margins and commissions which usually accrue with the banks.

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© 2008 Daniel H. Brüllmann - All rights reserved.