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External Asset Managers

Built to support long-lasting client relationships

Empowering independent managers

We provide independent advisors, family offices, and Registered Investment Advisors 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 recognize 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.

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.

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An overview of our services

Download a summary of our services for External Asset Managers for an overview of our multi-currency banking and custody platform, transparent reporting, efficient onboarding, and dedicated operational support - underpinned by discretion and a conservative risk framework.

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"As a global External Asset Manager (EAM), we have enjoyed a strong and successful partnership with the bank Tolomeo for a decade. We have particularly appreciated the quality of the bank’s solutions, which have supported our business needs effectively across different markets and client segments. Overall, our experience with the bank has been highly satisfactory."

External Asset Manager

“I have had the pleasure of working with TBI since its opening in 2017. Over the years, I have steadily increased my clients’ assets with them. I can confirm that the bank is not only solid in terms of operations and business activity, but above all, it places great importance on valuing its clients - something that is no longer the case in certain “too big to fail” banks. I look forward to strengthening this long-standing collaboration in the years to come”

External Asset Manager

“For internationally mobile clients, Tolomeo Bank International offers a pragmatic and well-structured approach that complements our advisory role. Their understanding of cross-border considerations makes them a valuable partner for our more complex client profiles.”

External Asset Manager

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A personal banking relationship begins with a simple conversation

Contact our team in Puerto Rico 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 International, Corp., is registered as an International Financial Entity in Puerto Rico. Tolomeo Bank International, Corp., is not Federal Deposit Insurance Corporation (FDIC) insured. Tolomeo Bank International, Corp., belongs to the Puerto Rico International Bankers Association (PRIBA), a non-profit organization that represents the international banks in Puerto Rico to the relevant government, legislative and executive forums, and to the social and economic community of Puerto Rico. Tolomeo Bank International, Corp., is audited annually by Grant Thornton Puerto Rico LLP.