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

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This is a brief overview of Elgin Group’s Services, full descriptions can be found by clicking the respective links on the left.

Advisory
Designed with the more sophisticated investors in mind, that insist on retaining control over their assets and demand expert advice on hand when it comes to providing suggestions.

 

Capital-Management
Investors who lack the time, experience or inclination to track the daily developments of financial markets can simply delegate the management of their portfolio to a qualified personal portfolio manager. Bespoke portfolios are managed within pre-determined parameters set by the Elgin Investment Committee.

 

Capital-Management1
Suitable for investors that would like to take advantage of a managed service but do not yet have the necessary funds available for a fully bespoke portfolio. Investors can choose from a range of risk-rated model portfolios, each managed by a specialist manager within pre-determined parameters set by the Elgin Investment Committee.

 

Capital-Builder
Regular savings plans offered by life insurance companies are widely recognised as a sensible way to accumulate a significant sum to help with retirement or a specific savings goal. Elgin Capital Builder service compliments these plans with structured, risk-rated portfolios to suit all tastes.

 

Global-Thematic
Thematic investing is all about capitalising on future trends and an excellent way to achieve an extra level of diversification in a portfolio.

 

 

Elgin-Platform
Internet-based Trading Platforms have grown to become among the world’s premier investment and custodial methods in use today with billions traded daily – largely due to cost and security. Elgin adds value by providing management, expertise and guidance on hand, on demand.

 

 

Zeus
On-line, 24/7 financial reporting is a crucial component in running an investment portfolio today. We ensure clients are always in touch with their assets; In the information age, nothing less than instant up-to-date information will do.

 

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