BESPOKE WEALTH

MANAGEMENT SOLUTIONS

The M&I Wealth Management team acts exclusively on behalf of our clients for their current and future wealth management needs. We have created a best-in-class suite of solutions from global providers to meet the needs of our clients.

It is our responsibility to find the most competitive fee structures and match risk / reward to the parameters set by the client.

BESPOKE WEALTH

MANAGEMENT SOLUTIONS

The M&I Wealth Management team acts exclusively on behalf of our clients for their current and future wealth management needs. We have created a best-in-class suite of solutions from global providers to meet the needs of our clients.

It is our responsibility to find the most competitive fee structures and match risk / reward to the parameters set by the client.

Some of the critical areas that we facilitate for our clients

Portfolio Construction

COMPOSITION OF ACTIVE & passive investments

cash flow management

back office administration

Some of the critical areas that we facilitate for our clients

Portfolio Construction

COMPOSITION OF ACTIVE & passive investments

cash flow management

back office administration

EXTERNAL ASSET MANAGER ACCOUNTS

For a Private Client wanting either advisory or discretionary asset management services M&I is able to offer a wealth management solution that is both more cost effective and more flexible.

Typically the fees for an EAM account are 50% lower than a standard private client account.

Over a five year period this can save 5% of the value of assets held.

Every private bank has traditional Private Client Accounts and External Asset Manager (EAM) Accounts. They are run on the same platforms, have the same guarantees and same custodial access.

The difference is that the EAM accounts are run by advisors, on behalf of clients, that are independent of the bank hosting the core custodial and transaction services. Client can retain their existing private bank relationship.

The account is simply moved to the EAM Desk of the private bank. This process typically takes less than twenty four hours and will not involve any interruption to client access to funds nor ability to execute trades.

EAM : The most effective private banking solution

PARAMETER PRIVATE BANK INDIVIDUAL ACCOUNT PRIVATE BANK EAM ACCOUNT

Flexibility

Low
High

Product Access

Bank Only Products
All Products

Costs

High
Low

Transparency

Low
High

Alignment of Interests

Low
High

LET'S ARRANGE AN APPOINTMENT

Before we can get to work matching you with the solutions that best suit your needs, we’ll need to learn a little more about what exactly those needs are.

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