Services for external asset manager
External asset management is about more than merely efficient processes. You expect your custody bank to understand how you work and to noticeably reduce your workload. At Dreyfus Banquiers, you benefit from a reliable infrastructure, a clear custody structure, and transparent evaluations. Your mandates remain entirely in your hands, while everything runs efficiently in the background.
Reliable partnership
Our services are primarily aimed at external asset managers who deliberately outsource operational tasks and who value commitment, discretion, and professional expertise.
You have come to the right place if you
rely on careful implementation and clearly defined responsibilities,
aim to confidently meet individual client requirements
desire a lean yet resilient infrastructure
seek an unpretentious custodian bank focused on stability
depend on viable solutions even for unusual issues.
If you have client relationships with complex legal or structural characteristics, you can count on our expertise when opening accounts and providing support. For example, in relation to trusts, foundations, or international companies. Thanks to our regulatory setup and expertise, we also support SEC-registered external asset managers and their clients domiciled in the US.
Our services
Our processes are designed to make your daily life easier. You always have the choice of whether you want to communicate with us in person or use our digital tools.
Specifically, we offer the following services:
Direct contact person
Flexible tariff structures tailored to your needs
Tax statements for Switzerland (cantonal), Germany, France, Italy, Austria, Belgium, United Kingdom, Israel, and the USA
Account and custody account statements as well as daily receipts, available by mail or online in PDF format, via desktop or app for Android and Apple iOS
Access to our e-banking with a version specially tailored to external asset managers and an adapted trading tool
Individual assignment of user authorizations in e-banking for access to individual account groups
Interface with daily transmission of Swift messages, data files in CSV format, and bank receipts via SFTP file transfer
Interfaces for trading platforms and PMS solutions
You want to rely on your custodian bank to think ahead. To allow you to concentrate fully on what matters most – your customers.
”Markus Dändliker, Head of External Asset Managers
A well-coordinated team for your requests
Clear communication and quick decision-making sum up how we work together. Eight experienced specialists are available to address your concerns, one of whom is based in Zurich. Our team is available Monday through Friday from 7:45 am to 5:45 pm, except on official holidays in Switzerland.
Your contact at Dreyfus Banquiers
Good advice begins with an open exchange. We are happy to assist you.