IAM, EAM, & IFA
Tech-driven, one-stop digital wealth management solution
Create a better financial future for your customers
EUR 95 billion+
assets under management
200 million+
OpenAPI request/day
400+
Financial intermediaries
What we offer
- Access 71,000+ cash and margin products across global markets with a licensed Danish bank as your broker and custodian.
Digital onboarding and automated back end
Get digital reporting, instant funds booking, and 365-degree consolidated statements while your clients onboard completely online.Regulatory compliance and reporting
Take advantage of technology that complies with regulatory requirements across multiple jurisdictions.Reduced administrative burden
Get fully digital services across advisory, portfolio management, client fee management, client reporting, asset servicing, and cash servicing operations.Scalability and reduced in-house costs
Keep pace with technological innovation and cut overhead with our one-stop digital wealth solution for self-directed, advisory, and discretionary business.Flexible partner remuneration models
Use flexible models that allow you to set up a variety of client fee schedules, plus get full cost transparency and competitive pricing for your clients in our end-client app.
René Kirkels
Regional Head, Netherlands and Belgium
+31 (20) 2256055
renk@saxobank.com
LinkedInChristine Kiener
Regional Head, United Kingdom
+44 (0)7826 913 207
chki@saxomarkets.com
LinkedInTue Mortensen
Daniel Bergman
Sales, Nordic
+45 39774952
dbe@saxobank.com
LinkedInSebastian Lynar
Ian Phipps
Luisa Finelli
Senior Sales and Relationship Manager, United Kingdom
+44 (20) 71512026
luif@saxomarkets.com
LinkedInJames Dewdney-Herbert
Senior Relationship Manager, United Kingdom
+44 (20) 71512007
jadh@saxomarkets.com
LinkedInBrian Scharrenberg
Sales and Relationship Manager, Netherlands
+31 (20) 2256058
brsc@saxobank.com
LinkedInMarcel Walther
Sales and Relationship Manager, Netherlands
+31 (20) 2256059
mawa@saxobank.com
LinkedInNiels Eimers
Sales and Relationship Manager, Netherlands
+31 (20) 2256060
nlms@saxobank.com
LinkedIn
Tue Mortensen
Anastasia Anikina
Adam Moltrup
Pavel Němeček
Tue Mortensen
Indira Marron-Minsal
Nicholas Wright
Scott Marshall
Ivan Chang
Regional Head, Singapore, Hong Kong, China and Australia
+65 63037610
ich@saxomarkets.com
LinkedInGaye Anable
Vivian Nguyen
Shiqi Han
Eugene Wong
Senior Sales, Singapore
Fund managers, prop trading firms, single family offices
+65 63037734
ewo@saxomarkets.com
LinkedIn
Expert support 24/6 from a dedicated team
Relationship managers
Personal point of contact for strategic partnership building
Prime services
Daily account management and operational support
24/7 IT maintenance
Constant monitoring of IT systems for continuity management
Real-time multi-asset execution
Trade and manage your portfolios from a single account covering 71,000+ instruments from cash products to sophisticated futures and options—all effectively handled with tech-driven broker execution and custody services.
Increase scale with automated back-end processes and portfolio management services. Integrate all functions of your business into one cost-effective system.
Easy integration with PMS providers
Benefit from connectivity through APIs and multiple integration points for EOD files, FIX, and OpenAPI.
Integrate seamlessly into core custody provider banking systems and simplify collaboration across the ecosystem.
Scalable distribution and effective client management
Access multiple asset classes with advanced allocation and rebalancing tools in one comprehensive system: SaxoPartnerConnect.
Use the client screener to get a full overview of your client base and generate portfolio and transaction reports in bulk.
Get an efficient client management system with digital communication throughout the client lifecycle—onboarding, funding, trading, corporate actions, and renewal.
Follow along with your end-clients’ step-by-step onboarding process while we handle registration and asset administration.
End-client apps that support hybrid models
Offer your end-clients a flexible application that allows them to combine self-trading with advised portfolios where they can receive advice and suggestions digitally.
Keep clients informed about portfolio performance through in-app full disclosure of mark-ups, pricing, and trading costs.
Model portfolios for your clients
Set up and manage investment models in Saxo's model manager to easily handle a large number of clients.
Use the models for both discretionary and advised clients, and choose between scheduled and ad-hoc rebalancing.
Portfolio management solutions from digital wealth providers
- Customised front-end journeys for your clients
- Connectivity to multiple wealth platforms with secure APIs
- Quicker solution setups due to our existing provider connections