Participate as
a bank or
wealth manager

Do you offer banking services or wealth management services? Then send us information about your offering. This allows you to participate in tender processes for wealth management mandates and enables you to further develop your offering through direct comparisons with other providers. We are looking forward to hearing from you. 

Advantages for banks and wealth managers

  • You will receive tenders for new customers free of charge. Only your performance and offer is of relevance. 
  • We will benchmark your results and share them with you free of charge.
  • Each time you submit an offer to a tender you get access to the feedback report, enabling you to see how you compare to competitors.
  • We keep you up to date with background information on developments in wealth management.

Rules we abide by

  • Your information and details will be treated as confidential.
  • The client only receives the details of your offer should your tender offer be successful.
  • We will inform you if we receive a tender from one of your customers, so you don’t make an offer for one of your own clients.
  • We do not create rankings or publish ratings of individual providers.