OpenList Premium Subscription
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As with OpenList, this service is exclusively for wealth managers and financial advisors in Switzerland.
It includes additional benefits for professionals seeking curated investment ideas, independent fund analysis, and support with Swiss financial regulation requirements.
- You aspire to invest in funds selected by a team of independent professionals, according to strict qualitative and quantitative criteria.
- Access our Selection Master List, with more than 100 selected funds in all asset classes
- You seek due diligence reports compliant with the new regulation
- All funds we select are provided with an analysis report compliant with the regulation
- Order due diligence reports on funds of your choice
- You want to stay informed of the latest strategies, or share fund analysis with your peers.
- The Premium service includes access to our library of due diligence, research, webinar and conferences
- You look to participate in co-investments, normally reserved for institutional investors or large family offices.
- The Premium service allows you to stay informed and participate in selected investment club opportunities in funds or AMCs
- You need to be in contact with a team of analysts to discuss opportunities or request analysis on specific funds.
- The Premium service gives you direct access to our team of fund analysts