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External Asset Management

Navigating Markets. Delivering Results.

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What We Do

We offer bespoke wealth management solutions in collaboration with leading custodian banks, ensuring clients retain full ownership of their assets.

 

Our expert team delivers tailored strategies to meet your unique financial goals, backed by dedicated support and exceptional service.

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Our Partner Custodian Bank

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Client

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Limited Power of Attorney (LPOA)

Client grant Ericsenz LPOA to manage their investment portfolios

Trade Execution

​Custody / Account Keeping

Framework Agreement

Governing functions and roles of two parties

*Does not allow Ericsenz to transfer or withdraw assets

Advisory / Discretionary 

Mandate

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What We Offer

Our extensive expertise in public and private markets, exclusive access to elite networks across the US, EU, and Asia, and collaboration with leading custodian banks ensure clients retain full ownership of their assets in diverse booking locations, allowing us to offer highly customized and unparalleled investment opportunities.

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Discretionary Asset Management

We expertly manage clients' private bank accounts, ensuring assets remain in their name while executing customized investment strategies.

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Structured Notes

We offer tailored capital protected structured notes that provide unique risk-return profiles and enhanced diversification. (Engineered in-house)

Impartial Investment Advisory

We provide objective investment advice with EAM incentives that align with clients interest through performance-based fees, prioritizing your financial success over frequent trades.

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Curated Investment Solutions

We work closely with clients to design customized investment structures using variable capital companies, and other fund investment vehicles.

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PE Direct Access

We provide captable access to current mega trends such as Gen AI and Space Economies which are offered to an exclusive network of investors.

Co-Investment Opportunities

We provide clients with exclusive opportunities to co-invest in high-potential startup ventures allowing you to benefit from shared profits and management advantages.

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