Active coaching and individual solutions for successful independence
Changed framework conditions can lead to a professional reorientation. Reuss Private offers client advisors who are looking to work independently a comprehensive infrastructure and a wide network for their personal business model.
As a securities trader that is regulated by FINMA and thanks to the licenses from the superordinate holding company Reuss Private Group AG in Germany and Liechtenstein, in collaboration with you we develop comprehensive solutions for investment advice, asset management and family office. This enables customers to be looked after efficiently from one single source, including the consolidation of all custodians and a uniform reporting system.
Based upon the company status, customer base, business area and strategic goals for the future, we will develop a business plan for you for an implementation that meets your objectives and has long-term prospects of success. In terms of the practical implementation, we discuss different solutions such as the appointment of partners, tied agents, outsourcing, company mergers, cooperation models or joint ventures that can be oriented both nationally and internationally.
Your added value
- Multi-bank platforms
- CRM tool with total customer commitment and a ticket system
- Client platform for funds, pension schemes and foundations
- Family office services
- Cross border expertise with market access in the EU and EEA area