Product portfolio
Building blocks for your success model.
Building blocks for your success model
A professional back office that provides maximum security and flexibility—plus the freedom to shape and optimize your business model. With the liability umbrella, PRIVATE INVESTING, our fund-based asset management and funds advisory, we offer financial professionals a full set of options.
Key building blocks
Liability umbrella
Work independently and securely with liability protection, order checks and MiFID-compliant processes.
- Advising on funds, equities, bonds and certificates
- No operational constraints, free portfolio selection
- Ongoing training and support
PRIVATE INVESTING
Fund-based asset management designed to make discretionary portfolio management a scalable part of your business.
- Managed strategies or own white-label strategies
- Suitable for different client types and risk profiles
- Regulatory-ready operations
Fund Advisory
Launch your own fund with an experienced partner – from structure to ongoing operations.
- For advisors with a clear investment idea
- Professional setup and administration
- Contact us to discuss your concept
BfV ETF Depots
An easy entry point for clients – attractive for smaller amounts and for winning new customers.
Areas
Asset management
Fund-based asset management / PRIVATE INVESTING.
Liability umbrella
Work independently and safely—with extensive support and services.
Digital infrastructure
Portals and tools for efficient workflows.
You can access our services via Easyweb.