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