Independent wealth managers and Family Offices
The independent adviser knows their client better than anyone: their family situation, tax constraints, projects. What sometimes lacks is an asset manager working in the same direction as them, without hidden conflicts of interest.
Belisama operates exclusively on financial management, in open architecture, via ETFs selected with no retrocession whatsoever. The adviser retains control of the client relationship and wealth advisory. Reporting is fully shared: the adviser sees exactly what the client sees, without filter or delay.
We deploy no commercial outreach to clients introduced by an adviser. The scope is clear from the outset: asset management for Belisama, everything else for the adviser. Two distinct skills, one client.
Partner area
A private space designed for our trusted partners — documents, reporting and strategic resources, kept fully confidential
“Each profession has its expertise. Belisama brings them together around your clients.”
Tax lawyers and notaries
When a tax lawyer structures a portfolio split between bare ownership and usufruct, or a notary prepares a transgenerational gift, the question of asset allocation eventually arises. Which vehicle for the usufruct? Which support for the bare ownership? How to reconcile the constraints of business succession planning with consistent long-term return?
This is precisely where Belisama steps in. We translate legal and tax strategy into compatible asset allocation, respecting the constraints set by the legal professional, not circumventing them. The portfolio is built around the wealth structure, not the other way around.
The lawyer or notary remains the pilot of the legal architecture. Belisama provides the financial engine. Exchanges are direct, technical, and confidential.
Chartered accountants and statutory auditors
The chartered accountant is often the first to see the moment when the executive’s wealth exceeds the sphere of their company. A sale being prepared, an associate’s current account accumulating, post-sale liquidity sitting in deposit without strategy — these are situations the chartered accountant identifies well before the private banker.
Belisama takes over at this precise moment: structuring and managing the financial wealth emerging from the professional sphere. The chartered accountant retains the historical relationship with the executive and accounting supervision. Belisama brings asset management.
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Frequently asked questions
A single point of contact is assigned from the start of the relationship. Exchanges take place directly — by phone, video conference or in person — according to the partner’s preference. For each client introduced, a status update is established at every key step: entry into the relationship, validation of the investment profile, transition to management, then quarterly reporting.
Each partner has a dedicated, named point of contact from the moment they join the Ambassador programme. There is no rotation, no call centre, no intermediary platform. The contact knows the context of each file introduced by the partner.
The partner receives a dedicated quarterly report covering the progress of each introduced file and commissions paid. Asset allocation details and portfolio performance remain confidential between Belisama and the client, unless the latter explicitly agrees otherwise.
Belisama operates exclusively on asset management and financial investment advice. The prescriber retains the entirety of their client relationship and professional scope — legal, tax, accounting or notarial. No encroachment, no parallel commercial outreach. Scopes are defined in writing from the start of the relationship
Yes. We regularly operate alongside an existing manager, particularly when the client wishes to diversify their mandates or compare approaches. We never demand exclusivity. The prescriber remains free to direct their client to several managers simultaneously.