You can manage your clients with total focus on their best interests without the pressure of achieving particular levels of return or targets (ROA, NNM). You can rid yourself of administrative red tape and decision-making hindrance. At Clarity, you are responsible for the relationship with your clients and have time to dedicate to them.
You will have access to the very latest software to make your work easier.
An effective PMS (Portfolio Management System) will allow you to monitor your portfolios in terms of asset allocation, performance, and risk results. An integrated CRM (Customer Relationship Management) tool guarantees effective administrative supervision of your clients.
Enjoy access to a wide range of depository banks (cantonal banks, private banks, or universal banks) with negotiated rates that will meet the diverse requirements of your clients.
Strategic and tactical allocations are defined at weekly and monthly committee meetings that you are free to attend. Committee members are experts in their respective fields, and will offer genuine added value through their analysis and reflections.
You will be able to benefit from a wide selection of financial instruments selected and recommended by our investment committee, combined with model portfolios that can be used as a basis for inspiration. At your request, we will also be able to analyse your investment ideas.
Our legal and compliance support will answer all legal queries. Similarly, our banking law specialists are available as and when required.
Moreover, as a portfolio manager company, Clarity Partners is authorized and supervised by the FINMA.
We are located in the heart of Geneva in a professional and elegant setting where you can welcome your clients.
Our total lack of conflicts of interest towards third parties allows us to solely focus on the best interests of our clients in an entirely transparent manner. We champion ethical and holistic finance, as well as overall support based on proximity, trust, and attention.
We are regularly audited by an international auditor (KPMG). Moreover, as a portfolio manager company, Clarity Partners is authorized and supervised by the FINMA.
Here at Clarity, service excellence is our watchword on all levels. This is why our members are always available to offer their extensive experience in institutional and private asset management, as well as entrepreneurial asset management.
The diversity of our profiles, combined with collective intelligence, open-mindedness, and regular exchanges, allow us to have a multi-disciplinary stand-out approach to better understand and achieve your clients’ objectives.
By promoting access to our diverse skills and through teamwork, focused on our respective clients, we have created the ideal constructive working environment.
“Coming together is a beginning; keeping together is progress; working together is success”
Henry Ford