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INSTITUTIONAL ADVISORY

We help institutions scale their businesses by optimizing the investment management process. Our goal is to generate financial value for the firm, its financial advisors and its end clients. We achieve this by providing tools and support at all stages of financial advisory and portfolio implementation.
 

Our strategies are innovative and designed to adapt to an ever-changing financial environment. They have demonstrated consistent results and, in many cases, outperform market benchmarks, providing our clients with sustainable long-term performance.


We have an advanced technology platform that integrates leading tools such as Bloomberg and FactSet, allowing seamless access to investment strategies and portfolio activities. Our team of analysts and portfolio managers use these tools to manage every aspect of our clients’ investments with efficiency and precision.


We apply strong ethical principles and values ​​at every stage of our process, ensuring the preservation and growth of our clients' assets. Our mission is to offer high-quality services with complete transparency and accountability.


We work with the custodians of the client’s choice and also offer access to well-known institutions such as Bank of New York Mellon (Pershing), Charles Schwab and Interactive Brokers. In addition, our partnerships with renowned providers such as JPMorgan, BlackRock and Goldman Sachs allow us to further diversify the strategies we offer.

 

Seaview Investment Managers is a GlobalTamp SM that primarily services institutions with clients all over the world, whose investment profiles require specific financial products and operational processes.

TAMPs

A TAMP (Turnkey Asset Management Program) is an outsourced technology platform used by Financial Institutions to implement investment strategies and model portfolios, while managing all aspects of their clients' investment accounts with a high level of efficiency and risk control. Advisors have access to Client Suitability, Investment Management, Risk Analysis, Research, Trading, and Portfolio Reporting under a sub-advisory contract. Additionally, TAMPs offer end-clients a user-friendly online platform access to their investment accounts.

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SEAVIEW VALUE PROPOSITION

WHAT WE OFFER?

Our advisory services help institutional clients work under a business model that utilizes TAMP tools in order to achieve:

  • Asset allocation

  • Manager selection

  • Investment vehicle selection

  • Security selection

  • Risk analysis

  • Concentration analysis

BENEFITS

For the Advisor

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We help advisors on time consuming activities freeing up time to prospect new business and nurture existing relationships:

  • Platform administration

  • Client onboarding

  • Suitability check

  • Trading & order management

  • Concentration Review

  • Trading compliance & audits

  • Periodic rebalancing

  • Performance reporting

  • Auditing

  • Custody reconciliation

​For the end Client

  • Customized investment plans

  • Enhanced client experience through user friendly online platform

Trading
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