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

Swiss Regulated

Bespoke Services

Technology Driven

Knowledge Sharing

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

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

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

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

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

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

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

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

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

Keeping clients is critical to the long-term success of any advisory practice. Elgin’s goal is to nurture and protect their wealth whilst respecting the effort it takes in acquiring them.

“Clients will select you ahead of your competitors. This conscious decision is most likely based on you, your company and the service you provide.

When choosing an investment manager to take care of your client’s investments you should make sure that their philosophy towards money and risk management matches yours.

Expectations should be realistic, achievable and mutually agreed upon. We believe it is of paramount importance that this is made clear right from the start so that all parties feel there is a common understanding of the objectives and expectations”.

Nicos Cotsapas, Chief Investment Officer

Testimonials

See what some of our Associates have to say about us

Elgin Group LLC is a privately owned independent investment management company headquartered in Baar in the canton of Zug, Switzerland that specialises in highly personalised investment services for private investors via a global network of Financial Advisors that operate as independent Associates.

Wealth preservation and appreciation is our priority. We provide management services to help Financial Advisors achieve their clients goals and choose the right investment profile to match their needs, investing style and attitude to risk.

We also offer to independently analyse existing investment portfolios, make suggestions and offer either a managed well-diversified portfolio, or simply give assistance via our Advisory Plus service where clients can be in control of their own destiny. Either way, Elgin offers a seamless facility to move between services to suit most private investors.

Elgin is registered as a member of VQF – Verein zur Qualitaetssicherung von Finanzdienstleistungen http://www.vqf.ch/en/sro.

Our registration number is 12814. VQF is the largest and most recognized SRO in Switzerland. As a member of VQF, Elgin is regularly audited for adherence to VQF’s professional standards and anti-money laundering rules.

Elgin AMC is regulated by CySec and registered with all EU 28 in Europe (CIF licence no. 122/10) and operates in accordance with the Markets in Financial Instruments Directive (MiFID) of the European Union.