Once having opened an account with the custodian bank, the client assigns power of attorney for asset management to his or her independent asset manager. Under no circumstances does this authorize the asset manager to withdraw funds or securities from the clients’ holdings.
Our independent asset managers are responsible for managing our client’s accounts. We work closely with our clients to determine the risk they are willing to take and which investment policy they wish to apply to his or her assets. Our asset managers are responsible for investment returns and regularly report to their clients regarding portfolio performance.
In administering the accounts of our asset manager’s clients, the bank handles the safekeeping of securities, transaction settlements, encashment of income and dividends, transfers or withdrawals of funds, correspondence, in addition to bank and tax reporting. The bank ensures we proceed in our clients interests.
CLEAR AND TRANSPARENT PRICING
Transparency increases trust – for this reason our fee policy is simple and consistent. From our first meeting, you will be presented with all our pricing methods. By charging a fixed management fee on your deposited assets, we guarantee total transparency. This promotes better cost control for us and our clients, as no additional charges are levied for brokerage or custody. Due to our flat rate model, you can fully benefit from our financial advisory services without encountering any conflicts of interests.
STABLE AND ENDURING RELATIONSHIPS
What Telomere offers as a financial advisor
- Trust-based relationship: reciprocal trust is the basis of any lasting relationship. For this reason, we pride ourselves in only serving a limited number of clients, providing thoroughly tailored investment profiles for every one we advise.
- Knowledge and skill: every portfolio is unique; hence we are committed to supporting you through tailored analysis to ensure your assets are organized to adapt as you evolve to the next stage of your life.