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Bankopeny.com refers prospects to affiliated independent wealth managers. Bankopeny.com works exclusively with regulated wealth managers that have the required licence in their respective countries. Bankopeny.com doesn‘t offer any financial services nor investment recommendations that are subject to approval from the banking regulator.
Bankopeny helps you find an independent financial advisor or multi family office in a simple, discrete and independent manner. The financial world is a very complex one and therefore you need to be good advised. Independent financial advisors offer an independent and unbiased service and they can you give access to various Banks in various jurisdictions and financial solutions depending on your needs and wealth. Our job is to make sure you find the right financial advisor that guides you through your financial needs.
WEALTH MANAGERS
Bankopeny.com refers prospects to affiliated wealth managers. Prospects can be affluent, high net worth or ultra high net work individuals from countries that the affiliated wealth manager covers. An affiliated wealth manager must be regulated in its respective country. The affiliated wealth manager will receive the KYC of the prospect and it will take care to identify, meet the prospect and once the relationship is approved by compliance a bank account will be opened or an existing account is taken over. The wealth manager will manage the account according to the risk profile and investment strategy of the client complying with all regulations (AML, FinSA, FinIA, Fidleg, etc). Bankopeny.com will establish a referral agreement with the affiliated asset manager.
