Being or becoming an independent asset manager in the NVBS Partner Network

Operate on your own firm – with our support

The customer. Our values.

In a way similar to how Air BnB is the largest renter of flats, without having invested in hotels or flats, asset managers are the first point of contact for demanding customers in the area of wealth management and are not themselves a bank. As Peter Drucker said 60 years ago “It‘s better to have a customer than a factory.”

The customer is the basis for every successful business venture. To understand his true needs, to win his trust for entering into an initial business relationship, and to earn this trust again and again over many years and even decades – is the biggest challenge in the business of asset management.

Everything else is just nuts and bolts. For everything else, there are specialists and outsourcing partners. The custodian bank that processes all back-office work in a highly professional way. External compliance monitoring that ensures everything is legally correct and conforms to FINMA regulations. The software firm that ensures everything IT, from CRM to data security and data privacy. The landlord who furnishes our offices for employees, and even the art on the wall for an appropriate ambiance for our customers. The famous law firm, which meets customer needs with comprehensive legal support. Outstanding research, portfolio management, investment recommendations – you do not have to do all of this yourself to provide optimal consultation and services to a customer.

On the contrary:

If you have these services done for you in a high quality and effective way, then you have more time for customer acquisition and for looking after your customers, and you save a lot of money as well.

“First-class quality, highest levels of effectiveness, best customer satisfaction.”

This what the NVBS neue Vermögensberatung Schweiz has at the core of its strategic outlook. We support our partners in implementing this strategy in their own investment consultancy firm. NVBS supplies services as part of a Partner and Cooperation agreement.

Customer relations are the exclusive job of the partners

NVBS does not supply any services to customers in the area of asset management. NVBS is not a bank. It has no contracts with third-parties who are responsible – as part of an asset-management mandate – for investing customer money, or do we function as an investment consultant for investors.

The aims of NVBS are limited to organizing or offering the independent asset management firms who are members of our partner network, specific services that allow them to run their own business as asset managers better, more cost-efficient, with better customer acquisition and in a way that‘s more customer-focused.

Customers only have contracts with one of our partners, who is acting as their asset manager, and not with NVBS. All asset-management earnings resulting from these customer relationships, belong exclusively to the partner and not NVBS. NVBS refrains from doing anything that could possibly entice a partner‘s customer away.

Your own firm beginning at 25 million assets under management (AuM)

Many top competitors in our segment believe that an asset manager needs to have a minimum of 100 million assets under management (AuM) to be profitable. Mentioned here as drivers of costs are the enormous outlays for meeting regulations and for IT. We believe this is only partially true. You can also argue that the costs of companies offering these services are simply too high. Times were too good to worry about developing agile structures and lean processes. The operative results of individual asset managers were too good to worry about high overhead and allocation costs. However you see this, one thing is clear – if you combine your business with a partnership in the NVBS Partner Network, you can generate an adequate income with CHF 25-30 million AuM . You then have 2 years to expand, step-by-step, the money you are managing and with it your income. Of course, the numbers here need to be checked in each individual case and adapted to the situation. We would be glad to do this during an initial meeting with you.

Unique services, affordable platform costs

For make it possible for younger, perhaps less-established asset managers, to found their own firm in our network, alone or as team, NVBS offers a “Starter Package” of services. We are willing to make an advanced payment in their future as an independent asset manager, and offer them many of our services at an extremely affordable price or even charge nothing for them.

We are also an outstanding system partner for asset managers who already manage larger or large customer portfolios. We offer them top-quality services at the lowest possible prices and are committed to putting them in a position to offer their customers unique, industry-wide services.

Goals of the NVBS Partner Network

Every partner should be able to earn back the costs of membership through the economies of scale.

Thanks to the NVBS brand and its unique services, the NVBS partner should be able to clearly differentiate himself from competitors, and to offer his customers superior benefits.

NVBS is seeking to take and maintain a leadership position in quality asset management for company owners, owner families and companies.

Using numerous activities, NVBS provides active support to its partners in the acquisition of new customers through qualified leads.

Lifecycle of a partnership in the NVBS Partner Network

The established partner

An established partner is one who has successfully expanded his asset management firm and would probably be able to furnish the services offered by the NVBS platform himself for his firm and his employees.

To make sure that our established partners remain long-term members of the NVBS Partner Network, we not only need that special “chemistry” of a successful partnership and the belief that it’s working, we also need to offer clear and practical benefits for the partner. The NVBS partner system must develop in such a way that the sum of its benefits for the partner are so obvious that remaining a member of the network far outweighs leaving the network.

We have enacted the following fundamental policies to deliver these kinds of benefits. These company policies flow into our “Goals of the Partner Network” as a strategic roadmap and, in the final analysis, should help ensure long-term memberships in the partner network.

The older partner

Our partners decide how long and how intensively they want to work as an independent firm or as an employee in their own firm as an asset manager. This is one of the advantages of having your own firm. You decide if you want to retire at 50 or at 75.

Older asset managers are individualists who have usually built up first-class, long-term and trusting customer relationships with large customers and investors. They want to maintain these business relations for as long as possible, but work less. They want to continue with the good side of work, while delegating the difficult and complicated parts of the job to others – while profiting from the fruits of their labors in building their business, for an appropriately long time period as well.

Those responsible for the business at NVBS have long years of experience in exactly these kinds of handovers. We support our older partners in developing an attractive solution for this at an early stage, and then assist them in realizing it in a step-by-step way.