elginhomeslide9

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

elginhomeslide11

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Lead Generation

Attract new clients by generating
inquiries through brand awareness
and active campaigning

elginhomeslide12

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Proposal Authoring

Comprehensive proposals provide
clarity and ensure clients’
expectations are clear and manageable

elginhomeslide10

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Communications

Keeping clients engaged
with regular information
they place a value on

elginhomeslide8

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Training

Develop new skills and
knowledge to improve
productivity and performance

elginhomeslide13

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Portfolio Management

Filter out the noise by delivering
no nonsense solutions
your clients understand

elginhomeslide4

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Publications

Keeping clients engaged
with regular information they
place a value on supported
by a dedicated team

elginhomeslide14

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Administration

Focus on your core activity
by letting our back-office
take the strain

elginhomeslide15

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Compliance

Raise clients comfort level
by providing advice and
management from a
regulated jurisdiction

elginhomeslide16

Helping Financial Advisor’s build businesses for a lifetime of security with responsible advice

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

Technology

Stay relevant with modern tools
supported by a dedicated team