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Human approach
We put people at the heart of everything we do, guided by a commitment to tailored advice and a deep understanding of each partner’s unique needs.
Our priority: to understand your challenges and provide the most suitable solutions with complete transparency.
Total independence
We are not dependent on any bank or institution. This allows us to offer you transparent, objective, and unbiased solutions. Your best interests always come first.
Technology in addition
With over 10 years' experience in structured products and a thorough understanding of the markets, we combine human expertise with cutting-edge technological tools to take precision, optimization and monitoring to the next level.
step 1
Advice tailored to needs
We assist you in defining your specifications. We analyze each client type to develop tailored, innovative, and customized solutions in structured products.
step 2
Structuring
We are launching a call for tenders from all of our "Best Execution" banking partners in complete independence and transparency.
step 3
Marketing
We prepare all the documents necessary for the distribution of tailor-made solutions: marketing brochures, regulatory elements and sales pitches, to facilitate the presentation of products to your customers.
step 4
Follow up
From your extranet space, you have access to unlimited and free monitoring of your portfolios, with the aim of managing the asset class.
Even if you are not yet a client, you can benefit from this tool to analyze your positions in structured products.
Your dedicated space
To go beyond advice, a management tool designed for you.
From your Ozerus space, you can access:
Access to your tailor-made product offers
Free access to your portfolios in real time
Personalized and downloadable reports
A marketplace with free access
An educational service on this asset class
Our banking partners
*Non-exhaustive list
About Ozerus
Blending human expertise and technology in every advisory service.
At the intersection of human expertise and technological innovation, we are reshaping financial advisory to deliver high-value, bespoke solutions.
Our mission: to provide a human, accessible, and responsive approach where every client benefits from transparent advice, tailored support, and sustainable performance.