The core activity of DR-RH AG is to provide services to private bankers and independent asset managers (IAM), including external asset managers (EAM) and financial intermediaries (FIM). The services include, among others, investment advisory, asset management and consulting for private client advisors, relationship managers and investment advisors.
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Products & services
Industry:Financial Services
✓ Offered
Outbound Leads by COHAGA
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Career and development support for employed private bankers, relationship managers and investment advisors; introductions to EAMs, advice and coaching for setting up an EAM or family office, needs analysis.
Services for Independent Asset Managers
Growth and development consulting for UVV, EAM and FIM; partnerships between EAMs, introduction of private bankers, succession arrangements, business strategy, investment policy, cooperation opportunities and VR mandates.
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