Independent Asset Managers

Increase your clients and realise your financial strategy in partnership with CIM Banque

Your high professionalism deserves a highly specialised bank trading on financial markets at your service.

You can easily manage your clients’ portfolio with CIM e-banking.

The independent asset manager can open customers’ accounts through our Extranet system that offers:

  • 24h/7 connection
  • all the documentation needed to open through Internet both personal and corporate accounts without coming to Switzerland
  • support of a secured videoconference
  • access to marketing presentations, videos and user guides on CIM Bank platforms

The independent asset manager can easily manage the account with:

  • DMA, Direct Market Access to CIM trading desk via Bloomberg, e-mail, phone.
    Skilled and experienced Brokers provide you real time information on the markets, receive and execute your orders in bonds, shares and forex worldwide.
    Best market prices and fast execution given by CIM Bank trading relationships with over 350 professional counterparties.

  • Through CIM Bank in collaboration with Interactive Brokers – a global leader in brokerage – you can trade stocks, futures, options and forex directly in the markets and receive instant execution of your orders.

  • Modern designed e-banking offers a personalized view of your client positions.
    Our e-banking service uses high secure technologies that allow you to access your account from anywhere in the world.

  • Access to our special CIM Orders to trade bonds, stocks, funds.

  • The independent asset managers can have access to over 3'500 funds authorized in Switzerland as well as to 15'000 funds worldwide

  • Opportunity to leverage clients investments via Lombard Loans

In addition, the client has easy access to all other services offered by CIM Bank as payment solutions, credit and prepaid cards and our unique lifestyle services.

Our offer of such partnership is exclusively reserved to professional and regulated partners.

 

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