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
This is a brief overview of Elgin’s Services, full descriptions can be found by clicking the respective links on the left.
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.
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.
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.
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.
Thematic investing is all about capitalising on future trends and an excellent way to achieve an extra level of diversification in a portfolio.
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.
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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