Portfolio

management

This overview lists financial service providers who are authorised to offer asset management services in addition to CFD/FX trading. The associated fact requiring a licence is referred to as financial portfolio management. Services such as social trading (incl. copy/mirror trading) or managed accounts (MAM, PAMM) are covered by the regulation accordingly.
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Suppose you are not looking for a marketplace for trading strategies or a social, copy or mirror trading offer but are much more interested in managed accounts or managed strategies. In that case, this compilation could be an important help for you in finding a suitable partner for your project or concern.

If you are developing trading strategies and do not have the necessary experience to know what to look out for, please do not hesitate to contact us. We have years of experience in asset management and can therefore contribute our expertise directly. We can also help you choose the right financial services provider for your needs. Through our comprehensive screening of the entire industry, we know the strengths and weaknesses of the companies.