BUSINESS ADVISORY

·         As a Strategy Advisor provides solutions for Banks,  Financial Institutions and Independent Money Managers positioned in a start up, restructuring phase or in a potential merger, acquisition as well as in a turn around situation.

·         Assists the Management to implement from scratch all operations and to choose the appropriate business model. 

·         Supports the Management to reorganize or to develop their business such as to become a Financial Intermediary, a Securities Dealer or a Swiss Bank.    

·        Manages and coordinates the affiliation process with the FINMA (Swiss financial market supervisory authority) to become a Securities Dealer or a Swiss Bank. 

·        Management and coordination of the Due Diligence in the M&A banking sector, negotiation of the Purchase Agreement's terms. 

·        Solutions and services for foreign independent asset managers.

·        Risk Management: Independent Director of the Board for financial Institutions or for their Committee's level.

·        Expertise for individual clients and attorneys.

  FINANCIAL EXPERT ANALYST

·         Portfolio analyses in view of potential claims by clients.

·         Actively assist clients in negotiation and litigation against portfolio managers or banks

COMPLIANCE

·         Performs all compliance tasks for its clients.

·         Compliance tools and solutions.

·        Manages the affiliation process to become member and regulated by a Swiss self regulated body. 

FUND DISTRIBUTION

·         Is an Independent Mutual Fund Distributor authorized to sell to public retail investors (amongst the very few independent distributors licensed by FINMA, Bern).

·         Recommends Private Placements requiring professional in depth product knowledge to chosen Institutional Investors and Fund Managers.

·         Sets up third parties Distribution Networks.

WEALTH MANAGEMENT

·         Manages the Wealth of its clients deposited in their bank accounts.

·         Lays down the appropriate Asset Allocation for any given client.

·         Selects the best international Money Managers.

·         Monitors client’s portfolio Management Activity.

REPORTING SERVICES

·         European Investment Consulting and Action Finance offer a complete suite of investment advisory services by utilizing information contained in a data bank comprising over 10’000 securities and 1’500 benchmarks.

·         Provides quantitative and qualitative information on over 100 Money Management Companies.