Thirdrock’s Independent Wealth Manager Platform provides experienced private bankers with established client bases who wish to become independent wealth managers with:

  • Access to Thirdrock’s preferential terms with a panel of top-tier private banks globally
  • A fully integrated and experienced business administration team to perform the necessary compliance, operations and administration tasks
  • Access to Thirdrock’s advanced proprietary IT system which provides a consolidated overview of clients’ investment portfolio across multiple banks and asset classes, from total networth and asset allocation to activity and risk
  • A dynamic eco-system of investment ideas and research from both our in-house specialists as well as our network of banks and brokers.

With Thirdrock’s Independent Wealth Manager Platform, you can focus on what matters most – building and maintaining your relationships with your clients, understanding their needs and optimizing the performance of their portfolio through the independent advice you can now deliver.

Contact us for an introductory conversation.

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