How to emerge from Private Banking into independent Wealth Management
You will find a modern infrastructure and opportunities to establish and develop your own unique brand. At the same time our platform helps you establish your CRM. We enable you to trade on systems that keep your independence and help protect your client basis – as a fact not just as a contractual promise.
As a Wealth Manager to become truly (bank-)independent
Brokerage Pool does not trade with end-clients. It is our sole purpose to support your independence and help deliver access to custody, alternative investment fund boutiques and private placements in your and your client's interest. Our pool offers technical support and regular trainings and seminars. You are a Private Banker, Wealth Manager, Fund adviser or an Insurance Broker dealing with wealthy clients and interested in identifying a new path to growth?
- Use our short form to apply for free access of our closed user area or
- get in contact with Mr Henrik Kulli for an initial meeting with the Management of BROKERAGE POOL, a division of FISECO Ltd (Schweiz), zu Händen Herrn Henrik Kulli, Blumenthalstr. 12, 8707 Uetikon am See. info (at) brokerage-pool.ch