The use of the services is generally free of charge, without sales target and will reward performance. ThomasLloyd doing so does not affect the product selection. We justify the success that we know exactly for this purpose suitable solutions must currently be financial challenges and can”, explains cherry. This is ThomasLloyd developed liability umbrella concept and with the business unit private wealth management other services offered as a round to provider of all the modules necessary for a qualified investment services / consulting with him. It aims to secure the individual value chain of a financial services company, to extend and to optimize, so that it can concentrate on its real core competence, the sales and consulting. Our market experience has shown that the most financial service providers on average 50% of work time for the acquisition of 40% for the management and only 10% of the work time actually for sale and advice be applied.
Of our overall concept aims to optimize that financial services ideally again can focus 100% of the available resources on the sales and consulting, this allocation because that creates real added value,”explains victory. For this of individual consultants can use the whole range, but only parts of it. “This ranges from customized” exclusive products for larger financial institutions, up to white-label products “and best-in-class”-solutions. ” Financial service providers that work together with ThomasLloyd are exposed any influence whatever kind on the product selection. You have the ability to use specific, specialized and available only at ThomasLloyd investment solutions as well as within the framework of best-in-class mentioned above who “strategy on selected products by” powerful third-party product partners to access, which each settlement, asset and pension and hedge or the various areas of demand by customers, market segments leading providers include. In addition, research and settlement possibilities in the area of investment funds, closed-end Fund and other product groups are offered. Here is the full spectrum. In the back office area ThomasLloyd, intelligent and trend-setting IT provides solutions for all day works of the acceptance of the offer, customer management and reporting to the Commission calculation.
We allow for the first time with the implementation”the idea of the Virtual Office for financial services, what we consider to be groundbreaking, says victory. Thus ThomasLloyd offers financial service providers a future-oriented, legally compliant platform, the quality of which is confirmed now due to the high demand. Is about ThomasLloyd Group ThomasLloyd global financial services provider in the areas of investment banking,. Securities and investment management work. Among our clients are companies, financial intermediaries, institutional investors and high net worth individuals, where we offer a variety of financial products and services worldwide. ThomasLloyd was founded in 2003 as an asset manager specializing in alternative investments in Germany and has steadily grown through a combination of organic growth and strategic acquisitions. Today, ThomasLloyd is divided into the divisions of investment banking, asset management and private wealth management and manages $ 1.9 billion. The company employs internationally more than 70 investment specialists offering the entire range of products and services of the group in America and Europe and selected services in the Middle East and Asia. More information: