BECOME A PARTNER

SOPHISTICATED SERVICE FOR ASSET MANAGERS

BOREAL offers a wide range of customizable and scalable services aimed at Independent external asset managers and their clients

Security & Compliance:
Added Value

We like to free important time and resources to our partners through a robust platform (SAAM member and audited by Deloitte), subject to strong Compliance, AML and Legal processes with the highest control and quality standards.

Tailor-made IT System

BOREAL has integrated a secure solution created especially for Independent Asset Managers. This platform is linked to the Custodian Banks' IT systems. It enables the monitoring and reporting of clients' portfolio. We will be able to accomplish various tasks such as to provide with consolidated asset and performance reporting, transaction details or profitability calculations.

Commercial &
Administrative Support

An optimal and efficient support of all your commercial relationships activity will be guaranteed by our team of high professionals providing with dedicated support across the account opening process, KYC documentation, selection of the most appropriate custodian and jurisdiction, etc.

Direct Access
to a Trading Desk

You have a direct access to our seasoned Trading desk. The desk is open during European and US markets hours. An efficient and swift trade through “Best Execution” on all international financial instruments is ensured.

BOREAL
Advisory Services

Our Advisory team will provide you with a wide array of services which include, full access to most of our Custodian Banks' services, such as Investment advisory services or Financial Research.
We will also keep you informed on a regular basis on events of any topic or change of regulations and laws of interest.

Charges

Our charges are transparent and can be formalized in the most suitable way for our partners. We consider a fair, comprehensive fee structure the fundamental basis for an optimal long-term relationship.

Security & Compliance:
Added Value

Tailor-made IT System

Commercial &
Administrative Support

Direct Access
to a Trading Desk

BOREAL
Advisory Services

Charges

Security & Compliance:
Added Value

Tailor-made IT System

Commercial &
Administrative Support

Direct Access
to a Trading Desk

BOREAL
Advisory Services

Charges

BOREAL TAKES CARE
OF EVERYTHING
SO THAT YOU
CAN FOCUS
ON YOUR
CLIENT
RELATIONSHIP

You

Office Space

Asset Management

Research & Advisory Desk

Legal & Compliance

Access to brokers and dealing desk

Risk officer: Portfolio Monitoring

Tailor-made IT solutions & Financial information system

Administration & back office

Transparent Charges & comprehensive fee structure

Follow up & Reporting

You

Office Space

Asset Management

Research & Advisory Desk

Follow up & Reporting

Legal & Compliance

Transparent Charges & comprehensive fee structure

Access to brokers and dealing desk

Administration & back office

Tailor-made IT solutions & Financial information system

Risk officer: Portfolio Monitoring

BECOME A PARTNER

SOPHISTICATED SERVICE FOR ASSET MANAGERS

Security & Compliance: Added Value

Tailor-made IT System

Commercial & Administrative Support

Direct Access to a Trading Desk

BOREAL Advisory Services

Charges

Security & Compliance: Added Value

Tailor-made IT System

Commercial & Administrative Support

Direct Access to a Trading Desk

BOREAL Advisory Services

Charges

BOREAL TAKES CARE OF EVERYTHING SO THAT YOU CAN FOCUS ON YOUR CLIENT RELATIONSHIP

You

You

Security & Compliance:
Added Value

Commercial &
Administrative Support

Direct Access
to a Trading Desk

BOREAL
Advisory Services

Security & Compliance:
Added Value

Commercial &
Administrative Support

Direct Access
to a Trading Desk

BOREAL
Advisory Services

BOREAL TAKES CARE
OF EVERYTHING
SO THAT YOU
CAN FOCUS
ON YOUR
CLIENT
RELATIONSHIP