Platform

We offer professional Asset managers to join our sophisticated platform. A great opportunity for like minded professionals to expand and diversify.

"ONE SOLUTION" - THE FINANCIAL GATEWAY

A unique platform for Wealth Management entrepreneurs

Boltton Capital is offering a state of the art regulated asset management platform addressing experienced entrepreneurs, advisors and intermediaries. Historically grown in different jurisdiction, Boltton Capital has established a globally aligned and sound financial business network of trusted partners. The platform grants access and support to facilitate daily advisory as well as investment management activities.

Boltton Capital offers several solutions to execute a full range of various asset management and particular tailored wealth management services. Running an outstanding IT platform including a professional banking software and various hard and software tools, we are ahead of today’s fast changing IT, Compliance and Risk Management requirements. The PMS and CRM system is available in English, simplified Chinese, German, French, Italian and other selected languages.

IT SOLUTIONS

The state of the Art Fintech Software in Private Banking

The IT and Client Relationship Management of Boltton Capital is a recent and state of the art private banking software solutions. The management of Boltton Capital has insisted to invest, adapt and achieve todays regulatory and financial requirements in accordance to provide excellent financial services to our clients. By achieving this software solution, we ensure to be ahead of todays regulated requirements and assure the effective progress in the daily business approach in favour of our clients.

Portfolio Management & Reporting
Interfaces to service providers
Performance & Risk analytics
Fee & Profitability management
Trading & Order management
Portfolio modelling & Investment proposals

Portfolio monitoring
Compliance monitoring
Client Relationship Management (CRM)
Know Your Client (KYC) application
Risk Management
Board Analysis Reports
Document Management

BENEFITS OF WORKING WITH OUR ONE SOLUTION

EXCELLENCE

Accuracy, quality of service, transparency, assiduity and conscientiousness are the values our asset management team lives up to everyday;

Attractive and transparent profit and cost sharing.

GLOBALIZATION

Access to a wide range of Asian and European custodian banks; Access to Property and Real Estate investment opportunities

Licensed Representative to support and address in daily operations; Worldwide financial network and booking platforms;

Globally accessible MS Office platform (Apple & Windows compatible).

PROFESSION

Highly experienced wealth management team to handle daily ,operations; Professional and highly experienced Investment Committee and tailored portfolio management solutions;

PROFESSIONAL BANKING SYSTEM

Access to our sophisticated and multi-lingual Banking System which contains Risk, Portfolio Management, Compliance, CRM and KYC functions;

Consolidation statement of different banking accounts through our system, 24/7 worldwide.

EXTENDED SERVICES

Experienced and trusted network of external fiduciary, tax, legal and financial advisors;

Recommendation lists for all asset classes including regular written short economic and financial markets updates exclusively for clients row letters, that works well on almost every site.

BENEFITS FOR YOUR CLIENTS

The following summarizes some of the key benefits that your clients will receive by moving onto the platform.

COMPETITIVE PRICING
Clients of Boltton Capital profit from an exclusive clear pricing scheme, which includes waived subscription and redemption fees for certain instances on our partner investment funds.

UNRESTRICTED ACCESS
As a boutique asset manager, we are capable of offering an exclusive unrestricted universe of investment products to benefit our clients first and foremost. We have no boundaries paralleled to IAMs.

DISCRETIONARY PORTFOLIOS
You have the possibility to offer your clients institutional quality discretionary mandates, managed by our experienced Portfolio Management Team.

ADVISORY SERVICES
Tailored portfolio solutions for the more involved clients can be established as our Investment Committee team can provide you sophisticated portfolio presentations and ongoing portfolio support and management.

TAILOR-MADE FUND SOLUTIONS
Every client has his/her own financial needs and objectives, and no scenario is alike for everyone. Providing specialised Private Label Fund solutions, we are engaged to assist in determining the structure and other details of the fund where every decision is taken with the greatest care and attention to achieve the long-term objectives of the client.

PORTFOLIO UPDATES
Portfolio overview and consolidation statement of different banking accounts through the banking system which is 24/7 available worldwide, granting our clients and unparalleled view to their invested funds.

HOLISTIC SERVICE
Ability to address all of your clients’ needs by accessing a large range of market leading services, products and in-house professionals, paired with our cutting-edge infrastructure

Process to Join Our Platform

Pre - Join Planning

We highly encourage you to inform your client, discuss with them about your moving plan individually and prepare all the accounts in advance to ensure maximum success of joining the platform

Transition

Our experienced team will work closely with you, your clients and current platform during transfer process to ensure a smooth, efficient and successful transition.

Post - Join Commitment

We are committed to be available to support and assist you and your client in any possible case before and after joining our platform