Boost Your Money Management Business with Proven Solutions

With years of experience in the broker and dealer business, we’ve worked alongside a diverse array of professionals, including stockbrokers, accountants, bankers, insurance agents, introducing brokers, and affiliates to forex brokers. These industry experts typically manage a client base and execute trades through forex brokers or firms specializing in derivatives. Recently, we’ve seen a new wave of money managers—private investors attracting groups who seek professional management for their funds. Social trading being on of the popular choice.

Tailored Solutions for Every Money Manager

Whether you’re a seasoned financial professional or a private investor venturing into money management, we have the right solutions for you. Starting your business requires a solid plan, and we’re here to help. We’ll provide you with a comprehensive checklist of necessities and review a business strategy tailored to your current stage.

Navigating Regulations and Marketability

We understand that you have a unique vision for your business. However, it is crucial to recognize that this industry is highly regulated. To expand your business effectively and appeal to both existing and potential investors, you’ll need to adhere to regulatory standards and make your services as marketable as possible. We are well-versed in the challenges of starting and running a fund and are here to support you every step of the way.

Preferred Licensing Jurisdictions

In our experience, Saint Lucia, Labuan, and the US NFA offer some good options for money manager licenses. These jurisdictions have been carefully selected for their robust legal frameworks, providing a reliable foundation for your business.

For more information on how we can assist you in setting up and growing your money management business, please feel free to reach out to us.