The perfect balance between craftsmanship and robust industrial processes
As a supplement to the services offered by financial services providers, the portfolio management products of Moventum include active asset management on a fund and ETF basis, Moventum’s own funds of funds and other investment models with different risk/opportunity profiles. As an asset manager specialising in investments in funds, Moventum assumes responsibility not only for management, but also for technical execution and rebalancing, and reallocation according to the specific product terms and conditions – based on sophisticated risk management and compliance processes.
Why do financial advisors trust Moventum S.C.A.‘s wealth management products?
Opening a custody account to invest your clients in an asset management strategy or our fund of funds is straightforward and can be done digitally or in paper form. We shall be happy to send you all the documents you need and our team will be there to assist you if you need help. The use of the asset management products as well as the online investment platform and numerous other services are, of course, free of charge for financial advisors.
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