Services

We provide services, products and solutions you need in order to succeed in your business.

  • Dedicated advisor to help your EAM oversee the relationship with your clients.
  • Access to our investment advisory team based in Zurich and to our research, publications, and papers.
  • Open Architecture, offering a wide range of asset classes as well as extensive investment ideas.
  • Operational support based on an efficient back office and dedicated assistance support (helpdesk, ongoing training).
  • Full-fledged secure online banking for EAM’s (consolidated view of accounts, online trading, print out  & export files, confirmations and access to archives).
  • Local liaison services (collecting and sending original documents from clients, local ID verifications, etc.) in LATAM (currently available in Venezuela and Panama).
  • Distinctive custody services that includes access to securities in LATIN CLEAR and service/support to Venezuelan issued securities.

Mercantil, empowering your world

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