In Switzerland the model for independent asset managers and independent advisors is known as External Asset Manager (EAM) or
Financial Intermediary (FIM). Our authority in respect of administering the assets is agreed upon individually and in writing
in disretionary mandate contract. We issue instructions to the customers’s bank on the basis of limited power of attorney. Our business
model is based on a triangular contractual relationship Client-Arrow Advisory-Bank:
| Arrow Advisory |
| BANK |
| CLIENT |
| manages the assets on the client’s account in line with the agreed investment strategy. |
| implements the investment strategy and makes the valuation for the client. |
| opens the private account and keeps the cash and invested assets for the client. |
| supports AA in the area of asset management, executes the orders and booking. |
| keeps the cash and assets on her/his private account. |
| grants a limited power of attorney to AA for the asset management. |
