FINANCIAL ADVISERS
Put yourself in a position to offer not only financial planning and investment management but anything that can remotely have anything to do with financial services or capital markets.
Monetize your book of business in more than one way. You can now offer your clientele not only enhanced financial planning and absolute return traditional investment programs but also highly sophisticated alternative investments, risk management programs and very much anything in-between.
Our trading, reporting and client relationship infrastructure is turn-key and top notch.
Our infrastructure is based not on technology we buy but rather on technology we own - by ourselves or together with our business partners. Our technology integrates the trading, trade processing, reporting and compliance functions and mixes them all up with an advanced CRM system. Everything is turn key and ready to go.
Increase your compensation while actually reducing client fees.
Offering something better doesn't need to come with a higher price tag and indeed with ST Global it doesn't. Tap into our economies of scale and leverage our diversified offering, infrastructure and capital markets knowledge without having to increase the fees to your clients. Own and manage your relationships and simply earn more for doing so.
IIROC Custodians
Unified CRM System
Programs to Offer
Revenue Streams
Compensation
Our discretionary platform offers a better alternative to you and your clients.
If you have a current book of business and are interested exploring the possibility of transitioning it to the ST Global managed accounts platform, please fill out the form below.