Our services

"FINANCE IS A SCIENCE,
SERVICE IS AN ART"

AT AWAP,
WE OFFER ALL THE SERVICES YOU NEED!
“A LA CARTE” SERVICES DEDICATED TO IAM - GLAM
AWAP MEMBERSHIP CIRCLE - CAM
CUSTOMIZED PACKAGES

GLAM "à la carte" services

Governance

Compliance*
FinSA / FinIA directives
Accounting
Insurance
Business continuity

Legal & Compliance

Compliance*
FinSA / FinIA directives
Accounting
Insurance
Business continuity

Administration

Conference room reservations*
Domiciliation
Private office
Co-working
Computer
Remote server
Telephone reception
Customer’s reception
Mail processing

 

Business

EcoGLAM Intranet*
TIM Management Committee*
(Tuesday Investment meeting)
Banking partnerships*
Pension products

* Included in the CAM subscription

“A la carte” rates

CAM Membership

(AWAP Circle Membership)

Tarif à la carte
AWAP Intranet Access
(EcoGLAM)​
Special AWAP partners rates
Access to structured products platforms
Financial research
Access to TIM replay
Access to financial and administrative documents
Calendar of internal and external events
CIO Markets review
(TIM: Tuesday Investment Meeting)
Monthly AWAP CIO Report and Portfolio models
Access to financial analysis tools
Investment ideas
Supporting documents
Portfolio Management Support
Best Practices Committee
Privileged access to partner banks
Client (Investment) management mandates in compliance with new requirements
Macro Lunches/Webinars
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CHF 245 - /mois.

Launch your Company package
Asset Management Membership
Domiciliation
Management mandate + legal watch
Computer + Server
CHF 485.-/mois
IAM 2023 Pack
CRM / PMS
Dedicated server
Bank dataflow import
CHF 1095.-/mois
Launch your Company package
Assistance in defining the charter of values and identity of your company
Assistance in drafting your Articles of Association and registering them with the notary
Assistance with the application process
Possible creation of a showcase website
CHF 2'500.- et 3'500.-
2023 Guidelines Pack
“Turnkey" guidelines for compliance, risk management, task delegation... and even business continuity
CHF 1800.-/mois
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Contact us to build your package...

Examples of Packs

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