SAM - Smart Asset Management Service GmbH

Founded in 2008 and based in Munich, SAM – Smart Asset Management Service GmbH is a BaFin-licensed securities institution that acts as a service provider for independent asset managers, financial advisors, and other financial service institutions. The company's core business is providing a "Haftungsdach" (liability umbrella), which allows tied agents to operate under SAM's license, and offering comprehensive outsourcing solutions for middle and back-office functions. These services include client and depot administration, reporting, fee accounting, and order routing, enabling their partners to focus on client acquisition and advisory while ensuring regulatory compliance.