The Third Rome Approach is based on 4 Ps:
Proactivity,
entrepreneurial approach to business, active cooperation with clients, focus on inventing best solutions and decisions, special and proactive attention to potential clients' needs, risks, side-interests – identifying and raising issues before they become evident to the client
Perfection,
aim to raise the level of quality of services, infrastructure and people, decisions to the highest level possible; usage of only the best solutions – technical and intellectual; tough requirements applied to team members, reliance on a "star team"
Professionalism,
high level of professional education, experience, successful track record as main criteria for selection of employees; comprehensive training program for all staff members and constant care of day to day knowledge and skills development, acquisition of best practices, in-depth knowledge of industries, markets and trends
Partnership
long-term incentives for senior managers; team based approach to the business, broad and intersecting focuses of supervising managers; partnership-style relations with clients, based on mutual trust, wide range of services,long relations and absolute integrity
Private clients only.
Focus on HNWIs sets a strict standard for a high level of professionalism and quality of service and prevents defocusing
Speaking the same language.
Focus on clients from FSU allows for in–depth knowledge of clients particularities, desires and issues and making Third Rome service ideally suited to clients needs
International reach.
Third Rome operates as a multi-country enterprise, with the main business centered around a regulated Swiss company
Security and safety.
Third Rome takes particular care to secure client information – from document storage in an offshore location to CRM computer systems run on the US based platform with no servers in access, main front office and accounting systems operating with no name accounts. Strict procedures protect clients data, as well as assets – order management prevents any potential misuse by a system of cross-checks and approvals
Broad expertise.
Broad financial services expertise – asset management, corporate finance, brokerage and other financial operations – allows for a full service approach and ensures the ability to assist clients with all their financial needs
Top professionals as client managers.
Special attention is given to selecting and coaching the Financial Advisors that work with clients. High professional requirements and limitation of the number of clients per Financial Advisor ensure a truly individual approach
Broad and qualitative network.
Close cooperation with the best providers of financial products and services, aims for offering clients the best financial solutions available on the market. New product development is conducted according to client requests
Highest technology level.
Third Rome equipped with the best technological solutions, helps portfolio managers, traders, accountants to deliver the best quality service and ensures that clients get full information on time and in the most useful forms
High motivation.
The compensation system for senior employees is based on profit sharing. Senior employees own Third Rome equity – a strong motivation for the best professionals to join and remain in the team
