BECOME A PARTNER
SOPHISTICATED SERVICE FOR ASSET MANAGERS
Lakefront Advisory offers a wide range of customizable and scalable services aimed at Independent external asset managers and their clients
Security & Compliance: Added Value
We like to free important time and resources to our partners through a robust platform (SAAM member and audited by Deloitte), subject to strong Compliance, AML and Legal processes with the highest control and quality standards.
Tailor-made IT System
Lakefront Advisory has integrated a secure solution created especially for Independent Asset Managers. This platform is linked to the Custodian Banks’ IT systems. It enables the monitoring and reporting of clients’ portfolio. We will be able to accomplish various tasks such as to provide with consolidated asset and performance reporting, transaction details or profitability calculations.
Commercial & Administrative Support
An optimal and efficient support of all your commercial relationships activity will be guaranteed by our team of high professionals providing with dedicated support across the account opening process, KYC documentation, selection of the most appropriate custodian and jurisdiction, etc.
Direct Access to a Trading Desk
You have a direct access to our seasoned Trading desk. The desk is open during European and US markets hours. An efficient and swift trade through “Best Execution” on all international financial instruments is ensured.
Lakefront Advisory Services
Our Advisory team will provide you with a wide array of services which include, full access to most of our Custodian Banks’ services, such as Investment advisory services or Financial Research.
We will also keep you informed on a regular basis on events of any topic or change of regulations and laws of interest.
Charges
Our charges are transparent and can be formalized in the most suitable way for our partners. We consider a fair, comprehensive fee structure the fundamental basis for an optimal long-term relationship.
LAKEFRONT ADVISORY TAKES CARE OF EVERYTHING SO THAT YOU CAN FOCUS ON YOUR CLIENT RELATIONSHIP
