A network
of professionals

Regulated wealth manager providing quality compliance, administration and advisory services to Independent Wealth Managers and their professional and qualified clients.

Story

We have created an organisation that provides successful Independent Wealth Managers with the highly reliable support functions they require, in order to fully dedicate themselves to their clients and the management of their assets and achieve the best possible performance.
We unite affiliated wealth managers with specific presence in most European countries & Switzerland who invest for their clients worldwide.

Services

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Regulatory registration, compliance monitoring and training
Information systems
Tied Agents

Network

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Investment advisory in financial markets
Funds
Trustee services
Property agency
Private equity and syndication
Legal and structuring advisory
Accounting and tax filing
Art advisory

Services

Network

Brokerage account opening and investment bank onboarding
Administration and invoicing
Portfolio, risk and client relationship management
Regulatory registration, compliance monitoring and training
Advice and instruction reconciliation
Information systems
Management, Operations and Appointed Representatives
Tied Agents

Services

Network

Investment advisory in financial markets
Funds
Trustee services
Property agency
Private equity and syndication
Legal and structuring advisory
Accounting and tax filing
Art advisory
What we stand for

The Independent
Wealth Managers

MANTOR’s affiliated wealth managers are vetted through a rigorous process. Only highly experienced and reputable investment managers are considered and taken through detailed due diligence. Treated as independent partners, managing their activities separately from each other, they represent an unparalleled collection of wealth management talent, covering a large array of investment practices and asset classes, including but not limited to fixed income, equities, funds, currency, property, private equity and structuring.