Services

Paratum is committed to always doing what is right for our clients given the specific facts presented. Only by applying a non-conflict of interest approach do we add value on behalf of our clients. We think creatively in a global environment by providing cutting-edge solutions that open the door to new opportunities.

Paratum's offering serves as a kind of marketplace for domestic and international advisers where they can seamlessly offer their services to new clients while also growing their existing client relationships. An adviser on our network is granted instant access to desirable clients including institutions, high net worth and ultra-high net worth individuals, and Family Offices. Similarly, these advisers are able to access the expertise and service offerings of any other member of the network for their clients without having to externally refer them or expose them to potential competitors.

As Paratum adds additional advisers and firms, new services and solutions will be rolled out and become available to existing advisers and clients. In turn, the network effects of having such a diverse product offering will accelerate growth in both service providers joining the offering and client assets under management.

Products and services include: