Already user of the OpenList service that gives you full satisfaction and contribute to nurture your customers relationship.

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Upgrade to the OpenList Premium Service

Like the OpenList, it remains exclusively dedicated to wealth managers or financial advisors  in Switzerland.

It includes additional benefits for those who value personalised services closer to their current, but also future needs in terms of generating investment ideas, analysing funds, or complying with the Swiss regulation on financial services.

  • 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 120 selected funds in all asset classes
  • You must produce due diligence reports compliant with the new regulation
    • All funds selected in our lists are provided with an analysis report compliant with the regulation
    • You may also order up to 10 due diligence reports (per ann.) 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 allow you to stay informed and participate to custom investment club deals 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 a free access to our team of fund analysts

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