Financial Intermediaries

Team up with us and profit from a win-win-win solution

ThomasLloyd is unlike other banks in its approach to brokers, asset managers and banks. It sees financial intermediaries as potential clients and partners rather than local competitors, and seeks to build mutually beneficial relationships on that basis. Partnering with ThomasLloyd enables financial intermediaries to focus on what they do best and to concentrate on their core business: providing client care and value-added services, while ThomasLloyd handles their non-core functions. By tapping into our global infrastructure, brokers, asset managers and banks can enhance the quality and range of their client offering, realise efficiency gains and improve client service without the associated development costs. Our market-leading products and services can be customized to optimize each link in the entire value chain.

The modular solutions we offer have a broad range. Whether you or your clients want to structure a transaction or assess its feasibility, raise new funds, evaluate strategic options or optimise the relationship with your investors, our professionals throughout ThomasLloyd are there to help you. We can also offer specific investment research to assure that you have all the information to advise your clients.


The use and access of these web pages, or any other linked web sites provided by ThomasLloyd Group plc and/or any affiliate or branch of ThomasLloyd Group plc ("TLG"), and any contents reflected herein, including posted documents (collectively, the "Materials") is subject to the following disclaimer and any other posted restrictions. The products described herein may not be eligible for sale in all jurisdictions or to certain categories of investors. Products and services in this web site may not be available for residents of certain jurisdictions. Please consult the restrictions relating to the product or service in question for further information. Activities with respect to U.S. securities are conducted through ThomasLloyd Capital LLC, a US broker dealer to the extent required by FINRA rules and regulations. »Business Continuity Plan statement.« Member of FINRA & SIPC.

For information as to which entity provides the services in each jurisdiction, click here.

Contact Persons

For more information about our Financial Intermediaries services please contact:

Klaus-Peter Kirschbaum
Global Head of Investment Services
Tel: + 41-44 213 67 41
Fax: + 41-44 213 67 77

ThomasLloyd Group plc
Schützengasse 25
8001 Zürich
Switzerland