B2B - B2B - Intermediaries & Global Custody


B2B : Intermediaries & Global Custody

This dimension provides business with intermediaries and global custody services.

Note: While Intermediaries are External Asset Managers (EAM) and External Financial Advisers (EFA), Global Custody is represented by Pension Funds.



Dimension B2E

Intermediaries & Global Custody

This organization unit is directly subordinated to the Executive Board.

Visit B2B top level page 

Zurich 1

Is a subregion of "German-speaking CH & Global Custody".

Visit subregion organization page

Dimension B2B

German-speaking CH & Global Custody

Visit B2B overview page


RM = Relationship Manager

Dimension B2B

Here, you will find two Relationship Managers, associated to the subregion "Zurich 1".

Each one is represented by a Service Organization (categorized by RM Service), including a deputy and partners being served:

Service Organization of Peter Zuerrer 

Visit Peter Zuerrer's Service Organization. Intermediaries, he cares, are technically maintained as suborganizations.

Visit service organization page

Ingrid Imhof's Service Organization

Mrs. Imhof is Mr. Zuerrer's deputy.

Visit service organization page 


Dimension B2B

Partner Information Pages

Each partner has a profile page. On this page, the relationship manager finds insights about this partner, containing most up-to-date reports and a scheduler.

Note: In an operational system, partners would have access to a private page, available by a personal login. Furthermore, access rights depend on the role, individuals are playing. This has also not been implemented in this demo system. 


External Asset Manager

Partner : Solid Return AG

Visit partner's page

Solid Return AG's Client: Fred Fitzpatrick

Visit partner's client page

External Financial Advisor

Partner : Swiss Advisory Center 

Visit partner's page 


What is meant by dimensions?

  • B2E: organization structure from internal perspective, Intranet
  • B2C: Private clients, Internet
  • B2B: Partner network (intermediaries, global custody services), Extranet 

Categories in this dimension

Organization units are categorized in the following way:

  • Region
  • RM Service
  • Intermediary
  • Global Custody
  • External Asset Manager
  • External Financial Advisor