Solutions for successful self-employment
Active coaching and individual solutions for a career change: Reuss Private offers client advisors seeking the path to self-employment a broad network and comprehensive infrastructure for their personal business model.
> Holistic solutions for your client advisory service
As a FINMA-supervised securities dealer and with licences in Germany and Liechtenstein from the parent holding company Reuss Private Group AG, we work with you to develop holistic solutions for investment advice, asset management and family offices. This enables efficient client service from a single source, including the consolidation of all custodians and a uniform reporting system.
> Attractive business models for successful cooperation
We develop a business plan with you based on entrepreneurial status, client base, business area, and strategic targets for the future for goal-oriented implementation with prospects of sustainable success. To achieve this, we discuss various solutions such as partner employment, tied agent in the liability cover, outsourcing, company mergers, cooperation models or joint ventures, whether national or international.
> Your added value as a partner
> Multi-bank platforms
> CRM tool with client total exposure and ticket system
> Mandate platform for funds, pension funds and foundations
> Family office services
> Cross-border expertise with market access to the EU and EEA
Michael Bögli, Head Wealth Management
Building your independence on a strong partnership.