Solutions
Achieve more together
In a dynamic market environment, asset managers and fund managers face numerous tasks that can hardly be mastered without support. Every day, they are called upon to protect and develop the assets entrusted to them, to communicate with their clients and to advise them individually on their financial goals. At the same time, as entrepreneurs, they must ensure business growth, take new measures in marketing and sales, meet growing regulatory and legal requirements, and identify and implement new market trends at an early stage.
Amauris Invest is the ideal entrepreneurial partner for independent asset managers and fund managers. Together with our partners, we find answers to the crucial entrepreneurial and strategic questions for owner-managed, bank-independent financial companies and motivated consultants who are looking for the path to independence.
In doing so, we offer our partners a range of tailored services in the form of digital platform services, marketing and growth strategies, regulatory support and sustainability implementation. Our professional network allows you to focus fully on your customers.
Independence
Your independence is important to us. As an entrepreneur, you remain an integral and essential part of our responsibility even after we have invested in you. Even if you use our services and our network, you work completely independently and solely according to the specifications of your corporate strategy.
Our solutions for you
As a professional service provider, we offer you high-quality services and solutions in various areas. We have extensive experience in various areas. Together with you, we will find the right and individual solution for you.
Succession planning
Together with you, we develop the right solution for the succession of your company in order to preserve entrepreneurial continuity and tradition. At the same time, there is often a desire to continue to bear responsibility as an entrepreneur in the context of succession planning and to benefit from the future growth of the company. We also take into account the involvement of your employees. Together with you, we prepare your company succession and, if you wish, make the competencies of our network available to you.
Business start-up
Many advisors and fund managers have good ideas and strategies, close customer relationships and the motivation to become entrepreneurial in independent asset management. However, many experts shy away from this step due to the many challenges surrounding digitalization, marketing, regulation and compliance. We offer you the right solutions and services to achieve your entrepreneurial goals and to operate successfully on your own responsibility under the umbrella of Amauris Invest GmbH. In doing so, you remain independent at all times and benefit as an entrepreneur from your own growth.
Sustainability
Sustainability is particularly important in the financial sector. Targeted investments in sustainable companies can support them and thus promote sustainability goals. However, immense regulatory requirements and laws massively complicate the implementation and promotion of green financial products. We support you in planning and implementation, taking into account regulatory requirements.
Strategy Consulting
We accompany you in your strategic orientation, so that you and your company can position yourselves optimally on the market and in relation to the competition, and establish your individual competencies in financial portfolio management and fund management. In doing so, we take into account your independence as an entrepreneur – this is our philosophy in developing and accompanying your corporate strategy.
Digitization
The challenges in digitization are increasing. We provide you with a well thought-out technology platform as a total solution for your requirements in the digitization of wealth management services, including digital investment strategies, customer communication options and the control of internal processes.
Sales and marketing
You have a good idea and achieve stable results in financial portfolio management or fund management, but have difficulties reaching your customers and the market? We offer professional sales and marketing support. This includes, for example, the conceptualization of branding for the company, the organization of customer events, the development and optimization of the website and social media presence, the support of press relations and many other solutions tailored to you and your company.
Regulatory and Compliance
In recent years, German and European legislators have repeatedly introduced new regulations for the work of independent asset managers and fund managers. The guidelines with regard to regulation and compliance have been and continue to be drawn ever tighter, so that the observance of these legal rules is of particular importance. We support you in organizing your work according to these legal principles without being burdened by them in your daily work.
