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The fee-only model from the prescriber’s perspective

When a professional refers a client to a manager, they put their own credibility on the line. If the manager receives retrocessions on the products they place, the prescriber inherits, even indirectly, the resulting conflict of interest. The client eventually finds out, and it is the relationship of trust with the prescriber that suffers, not the one with the manager. Belisama operates exclusively on a fee basis. No retrocessions, no placement commissions, no distribution agreement with a fund issuer. Compensation comes solely from the client, in the form of agreed and transparent management fees. This model eliminates the structural conflict at the root. For the prescriber, this changes everything: recommending Belisama means recommending a manager whose interests are mechanically aligned with those of the client. The relationship between the prescriber and their client is never strained by a question about fees or about the neutrality of the advice. Belisama operates on the financial management; the prescriber retains the overall relationship, the legal, tax or wealth advice. Each in their role, without ambiguity.

Partner area

A private space designed for our trusted partners — documents, reporting and strategic resources, kept fully confidential

Reserved access

Recommending Belisama means offering your clients management aligned with their interests.”

The Ambassador programme

The Ambassador programme is not a referral programme. It is a framework structuring the relationship between Belisama and the professionals who place their trust in it. One does not enter because one has asked, one enters because the quality of the relationship justifies it.

The programme has three levels — Silver, Gold and Platinum — reflecting the depth and duration of mutual commitment. Each level opens different access: progressive commissioning indexed to the duration of the relationship, a quarterly payment cycle, dedicated reporting on ongoing files, and events reserved for circle members. Progression from one level to the next is not automatic; it is decided case by case, on the basis of qualitative as well as quantitative criteria.

Compensation is designed to reward consistency, not volume. A partner who introduces three well-qualified families over two years progresses faster than an introducer who passes on ten contacts without follow-up. The detailed conditions — scales, progression thresholds, benefits per level — are communicated during the qualification interview, not on the website.

What sets this programme apart: each partner has a single point of contact at Belisama, not a platform. Introductions receive an acknowledgement within 24 hours and a qualified response within 48 working hours. The relationship is human, traceable, and confidential.

The ideal client profile

The situations we accompany best have one thing in common: they exceed what a single contact can handle. A wealth spread across several jurisdictions. An entrepreneur preparing a sale who discovers that their personal wealth has never been structured independently from their business. A bi-national family whose transmission requires coordinating two succession laws. A significant real estate asset weighing on diversification without anyone having integrated it into a global view.

Belisama addresses individuals, families and entrepreneurs whose financial wealth begins at 500,000 euros. The threshold is not a barrier; it is the level from which our support creates a measurable difference. If you recognise these situations in your client portfolio, we should talk.

Belisama’s commitments to its partners

Recommending a manager to a client means taking a personal risk. We are aware of this. That is why each introduction receives an acknowledgement within 24 hours and a qualified response within 48 working hours. Not an automatic acknowledgement — a human, named response that says exactly where the file stands.

Each partner has a single point of contact at Belisama. No platform, no ticket, no queue. A dedicated quarterly report covers the progress of ongoing files and commissions paid.

In accordance with regulations, the client is informed of the existence and amount of the commission paid to the prescriber. However, the partner relationship itself — its history, its scope, the other introductions — remains strictly confidential. The prescriber is never put in competition with another introducer on the same client.

Application form

Formulaire de candidature en

Frequently asked questions

Any wealth, legal or tax advisory professional. The programme is open to independent wealth managers, independent financial advisers, tax lawyers, notaries, chartered accountants, family offices, trustees and others. Admission takes place after a qualification interview.

No. Belisama operates in complementarity, on the asset management side only. The prescriber retains the overall relationship with their client. Our role is to manage financial wealth, not to replace legal or tax advice.

Partners benefit from progressive commissioning, indexed to the duration of the relationship and the level of engagement in the Ambassador programme. Payment is quarterly. Detailed terms are communicated during the qualification interview.

The Ambassador programme is the framework structuring the relationship between Belisama and its prescribers. It comprises three levels, each associated with growing benefits: progressive commissioning, privileged access, dedicated events, and formal recognition.

Belisama Capital has obtained its AMF authorisation (France) and is in the final phase of registration. The firm operates across the European Union under the MiFID II passport regime. The operational launch of management mandates is imminent. Partners who position themselves now will benefit from founding member status in the Ambassador programme.