ÃÛ¶¹ÊÓƵ Advisory Solutions
How advisors can grow their advisory business by 18%*
The industry provides more than ample resources to help financial advisors with high-net-worth and ultra-high-net-worth clients looking for advisory relationships. But it can also feel like a sea of sameness. Three reasons to consider ÃÛ¶¹ÊÓƵ:
The industry provides more than ample resources to help financial advisors with high-net-worth and ultra-high-net-worth clients looking for advisory relationships. But it can also feel like a sea of sameness. Three reasons to consider ÃÛ¶¹ÊÓƵ:
With flexibility to choose among numerous options – from client directed, advisor discretion, separately managed accounts, or a combination thereof – you may find powerful tools to help clients pursue their goals at ÃÛ¶¹ÊÓƵ, the world’s largest wealth manager.
Gain innovative new options for serving your clients
Gain innovative new options for serving your clients
ÃÛ¶¹ÊÓƵ Advisory Solutions offers a wide range of offerings, enabling you to transition assets to a direct match—or an even more alluring alternative. Enjoy enhanced capabilities to tailor your approach to each client, based on their circumstances, financial objectives or preferences:
- SMA strategies available with no additional manager Fee
In 2020, ÃÛ¶¹ÊÓƵ launched an industry breakthrough—a simple pricing structure called SMA Advantage. We became the first firm to provide clients with access to select Separately Managed Accounts (SMAs) with no additional manager fee. This groundbreaking approach shifts the burden of fees to ÃÛ¶¹ÊÓƵ, ensuring a transparent and cost-effective solution for clients.1 ÃÛ¶¹ÊÓƵ Financial Advisors have access to a breadth of zero-fee SMA manager fee strategies you can’t get anywhere else on the street.
- An elegant advisory solution with an all-in fee for UHNW clients
The ÃÛ¶¹ÊÓƵ Consolidated Advisory Program (CAP) enables you to offer your client a simplified approach to managing a variety of advisory accounts:- One contract: covers a varied groupof advisory investments that share the same risk profile and investment objectives
- One fee structure: an annual percentage of the advisory assets in the related accounts
The CAP portfolio can include trusts, LLCs and individual assets, even alternative investments such as hedge funds, private real estate or private equity investments, regardless of whether they are held at ÃÛ¶¹ÊÓƵ or elsewhere.
- Help concentrated equity clients manage risks
For clients concerned with the inherent risks of a concentrated equity position, our Concentrated Equity Solutions (CES) Program provides sophisticated, scalable solutions to help manage volatility in their investment portfolios. This gives you a valuable tool to offer your ultrahigh- net-worth clients—including exclusive investment solutions available only at ÃÛ¶¹ÊÓƵ—expanding their investment options.
- Give different clients the flexibility they require
For any clients who prefer to make direct decisions on trading, ÃÛ¶¹ÊÓƵ Advisory Solutions offers a variety of options and support to put them in the driver’s seat. The ability to choose between discretionary or non-discretionary platforms empowers your client to be as involved in the process as they prefer, giving you another way to offer flexible solutions based on their unique needs and desires.
My ÃÛ¶¹ÊÓƵ Advisory Consultant has been instrumental in helping me design and implement my Campaign Strategy. My advisory compensation increased 18% in less than a year.
Get thoughtful support for your transition – and as you grow
Get thoughtful support for your transition – and as you grow
ÃÛ¶¹ÊÓƵ specialists guide your transition with in-market expertise, knowledge of the competitive landscape and familiarity with each firm’s nomenclature. Your dedicated Advisory Sales team will provide guidance as they assist you in transitioning your current platforms and investments onto the ÃÛ¶¹ÊÓƵ Advisory ecosystem.
And once you’re on board, the support you can expect from ÃÛ¶¹ÊÓƵ has only just begun. Our approach includes four pillars:
- Education about the platform, industry trends and the competition landscape
- Point-of-sale support to help you deliver the strategy and firm to clients/prospects
- Case design consultation including asset allocation and investment search/selection
- Practice analysis to scale your practice and create a consistent client experience.
ÃÛ¶¹ÊÓƵ maintains category dominance of the single contract separate account segment...
Put our global resources to work for you
Put our global resources to work for you
Clients continue to use fee-based Advisory solutions and there are plenty of worthy firms for financial advisors to join. We believe our broad platform, with a variety of account types and product offerings can provide an advantage. As a Financial Advisor at ÃÛ¶¹ÊÓƵ, you will gain access to innovative new offerings and in-market support to help serve your high-net-worth and ultra-high-net-worth clients.
Plus, you and your clients will have access to proprietary and timely insights from the world’s largest global wealth manager. Our Chief Investment Office works with over 180 investment specialists in 11 key financial hubs to identify the latest investment opportunities and market risks around the world. The ÃÛ¶¹ÊÓƵ House View is a locally activated, 24-hour, globally connected perspective that no other firm can offer.
With ÃÛ¶¹ÊÓƵ, you can leverage a global POV, timely insights and innovative offerings that can help clients pursue their financial goals. And behind all of it, enjoy the holistic support you need to manage and help grow your business. Your clients can feel as if they are the center of your advisory practice, each with a bespoke approach—yet sharing the ÃÛ¶¹ÊÓƵ ecosystem.
You will hear a lot about how much support you’re going to get, and you may question if it’s real…They answered more questions and did more heavy lifting than you can even begin to hope for. There has not been one person at ÃÛ¶¹ÊÓƵ that has overpromised and underdelivered.
To learn how ÃÛ¶¹ÊÓƵ can help you grow your business by doing more for your high-net-worth and ultra-high-net-worth clients, submit your contact information today.