• Email support@kopherr.com
  • Phone +1(415) 915-0005
  • Office Hours Mon - Friday : 8:00am - 5:00pm

Wealth Manager and Adviser


Grow Your Business to Another Level

Wealth management professionals and financial advisory firms face ever-increasing regulatory requirements. And there is continued pressure on you to keep up with technological and regulatory change. On top of this, you have to maintain profit margins while minimising risk to client assets.

Kopher can help you overcome these challenges, so you can grow your business more efficiently and serve your clients more effectively. Our wide range of wealth management administration and custody services will allow you to focus on your core business skills.


The freedom to develop your business, rather than spend time on keeping pace with technology and operations requirements
Complete confidence that your clients’ assets are in very safe hands
Award-winning custody and investor’s book and records and dministration services from a highly experienced provider
Access clear and detailed investor reports
Access to best-in-class online wealth management tools
Trading and execution for a wide range of assets
Excellent operational efficiency
Full compliance with the latest regulations and legislation