EAM · External Asset Management
For clients with existing private-bank relationships.
You keep your assets where they are. We add an independent investment management layer — advising and managing your portfolio with the rigour of an institutional PM, without displacing your banking relationship.
How It Works
Four steps. No disruption.
| Step | What happens |
|---|---|
| 1. Your account, your bank | Assets remain at your chosen private bank or broker |
| 2. Written mandate | We formalise the investment brief and portfolio parameters |
| 3. Active management | ZAM advises and manages — regular reviews, documented decisions |
| 4. Reporting | Monthly statements through your institution |
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An independent layer. Not another salesperson.
Clients with established private-bank relationships who want independent, expert portfolio management — not another product salesperson.
The EAM model keeps continuity with your existing banking relationship. ZAM adds an independent investment management layer — accountable to you, not the institution.
Assets remain at your bank. We add expertise, not custody risk.
Banking Relationships
EAM private-bank and brokerage relationships
Relationships confirmed by management. Availability and onboarding subject to each institution's requirements.
Independent advice. Client-held assets. Transparent alignment.
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