Kick-start your financial services business
You have been successfully implementing your employer's strategies for many years. You manage funds or distribute financial products to your institutional clients. And every now and then you think I could do that myself and follow my own strategies. Does that sound familiar?
However, there are a few things to consider when starting your own business in the financial service industry, and it can take a lot of time to implement.
But it doesn't have to be hard:
With our turnkey solution, you will be market-ready within 8 weeks. to achive that, you can choose one or more of our consulting and implementation modules.
Start your own company
Together with you, we identify the right form of company and support you in setting it up. We put you in touch with lawyers and notaries with whom we have been working successfully for years.
Financial Services Regulation
Investment advice and investment brokerage are regulated financial services. Conducting these services require explicid approval by the relevant supervisory bodies (BaFin in Germany). Depending on the individual situation, entering into a liability umbrella agreement could be an efficient alternative to optaining a direct licence. For more details and an individual analysis please get in touch.
Product Development
We know how to set up investment funds. Thanks to our cooperation with well-known capital management companies, you will not lose any time and receive valuable feedback on your idea.
Do your investors need tailor-made solutions? Thanks to our good network in the financial sector, we can support in product development.
Infrastructure
The company has been founded, the regulatory issues have been clarified, and the product has been designed. Only a few organizational questions remain. Here, too, we are happy to help:
Office space / own business address
Do you need your own office or only a desk from time to time? As a member of our network, you can use our office, conference and meeting rooms in the heart of Frankfurt am Main at any time.
CRM Tool
Especially for our partners, we have developed a liability umbrella-compatible CRM tool, which we are happy to adapt to your individual needs.
