Services

Our services

AWAP provides its members with a comprehensive and tailored range of services to support the management of their entity.

Each member remains entirely free to manage their structure and select the services they wish to outsource, based on their specific needs.

Simplify your daily operations with AWAP

  • On-demand access to AWAP’s service offering
  • Cost reduction through negotiated preferential terms
  • Support for future EAMs in obtaining their FINMA license
  • “Nursing” program to facilitate the launch of new structures

Regulatory

• Compliance
• CRM/PMS
• Risk matrix
• Legal documentation
• Mandatory training
• Legal advice

Administrative

• Banking relationships
• IT
• Accounting
• Insurance
• Portfolio management support
• Administrative support

Investment

• Strategic allocation
• Model portfolios
• Market outlooks
• Investment ideas
• Watchlist
• Portfolio audit

Office

• Domiciliation
• Domiciliation Plus
• Private office
• Co-working space
• Meeting room

You choose the services you wish to outsource

With AWAP, you can focus on what really matters,
your clients and the management of their wealth.

Become a member