Independent Asset Managers
Your banking partner
We take care of your order’s perfect execution and ease your administrative burden so you can focus on your core activity: the service to your clients.
A 3-way partnership attuned to your needs.
We make available to our Independent Asset Manager partners all our resources devoted to private asset management, our only activity. We are attentive to your needs and the human-sized of our company allows us to provide a level of personalization and responsiveness hardly conceivable in larger banks. You access all our services through a single coordinating contact, to ensure optimal service.
A business partnership
Over the years, Banque Morval has developed strong partnerships with Independent Asset Managers who have chosen to work with us. This relationship is built on trust, responsiveness and the quality of services. These services include a direct access to our market specialists and to the managers of our funds, depending on your needs.
An internet access allows you to review on-line the portfolios of your clients. Our IT platform (Apsys) is regarded as the most suitable for wealth management in medium-sized banks.