Lead acquisition

ORGANIC TRAFFIC

Requests from Q1 2024 have led to two high potential leads totalling a projected CHF 12 million in account funding. Lead funnel has however significantly reduced, highlighting the need for the website relaunch and paid SEO campaigns.

Contact requests

27

QoQ -49%

Client mandates

2

One thereof in process of opening

NNA Q1

8 m CHF

Funded account

Pipeline Q1

3-4 m CHF

From pending account opening

via Website

Submitted online with contact form Submission date: February 2024 Account funding: July 2024 (expected)

"...Hello,

My husband and I have just sold our companies in the medical sector. We would like to open an account with your institutions in Switzerland and Luxembourg. We are French.

Yours sincerely..."

Client Adviser had two visios with the prospect who has a CHF 3-4 million portfolio to invest. They are discussing with their laywer to choose the correct vehicle and will the fund a discretionary account (Mosaique/LongRun)