Wealth management consultancy firm Anglo-Swiss Advisors has been granted a distribution licence by the Swiss Financial Market Supervisory Authority.
The firm, which is led by Laurent Auchlin, Philip Goldsmith and Jean-Marc Bianchi, is now permitted to distribute collective investment schemes – both Swiss and foreign – to investors in Switzerland.
The three managing partners have experience ranging from fund distribution, investment manager research and multi-management solutions.
Anglo-Swiss serves private banks and family offices with outsourced manager or fund selection criteria, using proprietary qualitative and quantitative research. It also targets asset managers and pensions clients, providing both consultancy and business development services as well as collective investment schemes.
Auchlin said: “The outsourcing model is becoming increasingly prevalent in the asset management industry as groups seek to minimise fixed costs and supplement internal expertise with specialist value-added propositions.
“Anglo-Swiss aims to provide long-term partnerships – using the collective experience of the consultancy to tailor demonstrable additive, transparent and profitable solutions to global firms.”
Distribution
Anglo-Swiss said it will offer development services for asset management clients, specifically the selection and distribution of interesting but less well-known managers whose fund or funds fit the demand of the key private banking, family office and pensions markets in Switzerland.
It added that the firm’s outsourced model helps asset managers to negate the high level of cost and associated complexities of accessing this key market.
