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External Asset Managers

Built to support long-lasting client relationships

Empowering independent managers

We provide independent advisors, Asset Managers and family offices, with the infrastructure to serve their clients seamlessly - offering a multi-currency banking and custody platform, transparent reporting and responsive support.

Advantages of working with Tolomeo

1

Multi-currency correspondent and custody network across the US, UK and Europe.

2

Efficient account opening and operational processes.

3

Dedicated back-office and compliance liaison support.

4

Conservative risk framework protecting both managers and clients.

5

An attractive and transparent remuneration model.

At Tolomeo, we recognise the importance of the tripartite relationship between the client, their advisor and the Bank. Our role is to support this dynamic with seamless operational execution and strict confidentiality, enabling managers to focus fully on their client relationships.

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We have a proven record of supporting complex client solutions with agility and care. Our team works closely with managers to simplify processes and deliver tailored outcomes that meet even the most intricate requirements.

We believe in rewarding trust and excellence. Tolomeo provides a competitive remuneration model for our External Asset Manager partners — one that values long-term commitment, integrity and shared success built through outstanding client service.

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Institutional infrastructure

Our platform enables External Asset Managers to oversee client portfolios across currencies and jurisdictions, supported by transparent custody, reporting and compliance systems.

“Tolomeo Bank Ltd feels like an extension of our own advisory practice - aligned, reliable, and always client-first. Their team takes the time to understand how we operate as an External Asset Manager, which makes the partnership both efficient and sustainable.”

External Asset Manager

“As an External Asset Manager, maintaining control and visibility is essential. Tolomeo’s collaborative approach ensures we remain fully aligned while delivering a seamless experience for our clients.”

External Asset Manager

"We have and continue to work with a number of banking partners over the years, and Tolomeo always stands out for its consistency, responsiveness, and collaborative mindset. Helping us support clients with more complex banking needs, knowing they’ll receive tailored solutions and timely execution."

External Asset Manager

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An overview of our services

Download a summary for External Asset Managers which provides an overview of Tolomeo’s multi-currency banking and custody platform, onboarding and reporting - supported by strict confidentiality, strong governance and responsive operational support.

Download

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A Private Banking relationship begins with a simple conversation

Contact our team in Antigua or London to discuss your priorities and requirements. All communications are conducted securely and handled with absolute confidentiality, professionalism and care.

Get in touch

Tolomeo Bank Limited is licensed and regulated by the Antigua and Barbuda Financial Services Regulatory Commission (“FSRC”) and holds a Class 1 International Banking license (issued on January 15, 2016). The Bank is overseen by the Office of National Drug and Money Laundering Control (ONDCP) for anti-money laundering compliance and is audited annually by BDO Eastern Caribbean.