Welcome to simplicity 2.0

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You handle your clients - We handle the rest

Simplified onboarding process and consolidated reports make your daily business easier

Successful asset management requires the right custodian

Services to independent asset managers is a strategic and rapidly growing business line at Strateo. Find out for yourself why many asset managers have chosen us:

More than just a Custodian bank

  • Specialized B2B support - Highly competent customer care
  • Among the most competitive fees - No minimum deposit
  • Intuitive and easy-to-use navigation
  • Highly secure and reliable systems

Easy client onboarding

Benefit from an easy on-boarding process to make it quicker and easier for you to handle on boarding procedures for your clients.
Your clients can open an account and be ready for you to trade on their behalf rapidly.

Dedicated trading tools

We have created tools that help you executing your trading decisions efficiently, so you can concentrate your valuable time on your investment strategy.
Our block trading tool is there to assist you with the easy implementation of investment decisions across your clients.

Transparency

Strateo provides your clients at any time with performance statements in PDF format. The report includes account overview, performance information and much more.
Each client can have additionally a web based ‘read only view’ for his portfolio. Your clients can access their portfolio anytime they wish.

Reporting

Our asset managers benefit from simple reporting options. Strateo can provide you with a consolidated report of all transaction details of a month. We are happy to discuss your specific needs.

Need some information?

+41 (0)800 15 30 30
Already a client? Please contact us at +41 (0)800 15 20 20
From Monday to Friday between 08:30 and 18:00
Skype Strateo.ch