access. simplicity. everywhere.
access. simplicity. everywhere.
In 1983, we began as private bankers working with HNW+ clients in America.
Over 40 years, we turned our focus to working with advisors the same way we worked with our best clients - solve everything under one roof.
Today, Mosaic is a global financial institution, and together with our team we face $25 billion AUA serving the best clients and winning the most important mandates.
Our team wins because of a winning culture and because working with us is simple.
We meet you where you are. Let us join you.
Your clients are HNW+ individuals and families.
Our clients are family offices, wealth managers, attorneys, accountants, and trusted advisors who demand the best tailor-made products and services for the most deserving clients.
We supply everything you need to give the best advice.
Read more and connect with us for a meeting.
working together
Simplify your life. Work with the best.
For 40 years, we have been successful working with the most capable advisors and the most demanding clientele.
We recognize excellence in services, capital markets, and insurance, and we know how to help you reach the next level.
how we win
We earn confidence with expert personnel, comprehensive strategies, and professional presentation. Mosaic delivers.
Mosaic makes you look great. We equip you with solutions that attract clients, win mandates and sustain successful engagements.
We solve problems with a deep pool of skills and resources to meet every need. Mosaic is the gold standard for HNW+ wealth management.
benefits
You benefit 3 ways:
You are our only priority. Mosaic is a global organization focused on serving you and your clients. We focus on you.
We select well. We work only with the most professional advisors, and with the best performing products and services.
We win. We help win the tough mandates and the important clients with teamwork and professionalism.
Your clients benefit 3 ways:
We simplify. You describe the complication. We solve it.
We enhance. We enhance the choices available to you. More options. Better options. More clarity. Better decisions.
We deliver. We have been doing this for a long time. When we make a commitment to you, we keep our word.
superior solutions
We help you win one client at a time.
We help with comprehensive solutions tailored to your needs.
We start with a strong platform - the right platform - a foundation that is customized to support our work together. Some ideas include:
Our “V” solution, developed by and for highly mobile advisors in constant motion and constant contact with 1-5 clients. “V” is optimized for demand-driven advisors - perfect for access at airports and in hotel lobbies.
We developed our “X” solution for one highly accomplished advisor. Now, most advisors facing 10-20 HNW+ clients swear by it. Mosaic’s “X” solution is engineered to face demanding clients with the utmost privacy, performance, and high-polish.
Configured to your exact parameters, the “C” solution is deployed in family offices and in financial institutions with 100+ clients. Mosaic “C” is a fully customized solution.
Each platform provides the foundation for superior solutions from our services, capital markets, and insurance lines of business.
lines of business
Mosaic is a global financial institution with a comprehensive suite of products and services.
Convey superior access to superior solutions to your clients around the world.
services
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Gain access to both our team of professionals and our rich library of resources to present effectively to prospects and clients.
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We arrange for the formation and administration of corporate entities including partnerships, corporations, associations, and trusts around the world.
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Turn the dial from 10% backoffice assistance to 100% backoffice replacement. You decide.
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Our MOSAIC platform presents portfolio positions, accounting, and reporting on secure dashboards tailored to advisors and clients.
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As a product of decades of experience and registration in multiple jurisdictions, Mosaic shares best practices with our advisors.
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Our MOSAIC and MEX platforms are robust and intuitive internet applications that run on phones, tablets, laptops, and desktops.
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Mosaic is an international organization that extends to the farthest reaches of the globe to provide service and to source investment opportunities.
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We meet your clients’ needs to protect their privacy and to optimize the security and tax efficiency of their holdings through our offices around the world.
capital markets
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Mosaic hosts omnibus custody for global assets, and STP order execution in 20 markets through our platforms and trading desk.
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Take on or delegate as much operational responsibility as you want. Your clients can count on professional management and allocation.
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Mosaic arranges loans for you and your clients.
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Draw on professional portfolio management services for you and your clients who want customized management of their assets.
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Gain access to international investment banking including deal flow, M&A and IPO advisory, and corporate finance.
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Subscribe to Mosaic’s daily synopsis of issues facing international advisors and their clients, or commission custom research and due diligence.
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Mosaic engineers and administers investment and insurance products including principal guaranteed notes, mutual funds, structured notes, and derivatives contracts.
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Mosaic’s partner MEX offers services oriented to institutional investors including a clearinghouse, and an international dark pool.
insurance
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Develop tax optimized intergenerational wealth management solutions that stand the test of time.
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Acquire coverage for any asset - homes, art, jets, yachts, major international infrastructure projects. Mosic has you covered.
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Secure global coverage designed for cosmopolitan clients.
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Develop or purchase bespoke insurance policies and products.
winning culture
We play to win.
We win business by earning trust from advisors and from their clients.
We earn trust by making firm commitments and meeting them.
How do we meet our commitments? Professionalism.
We win clients and we win mandates. Our credibility is our professionalism. Our success is your success.
With professionalism and shared success we approach opportunities confident that we will succeed together.
Together, we win a lot.
Mosaic president Rob Jensen on MOSAIC
your new team
We compete at the highest level for the highest stakes.
Our people are experienced, capable, and highly motivated.
Our partners are global leaders with the premiere solutions for HNW+ clients.
The result: You feel prepared, engaged, and confident.
Together, we compete and win.
our players
Mosaic’s veterans have more than 100 years of experience in international wealth management, private banking, portfolio management, and insurance.
Our bright professionals are experts in international finance and insurance with real-world experience working with the biggest clients, in the largest firms, and leading financial institutions ourselves.
Respect and grace are our facts of life, not slogans. We work together because we like working together - our work has meaning and we enjoy the challenge. We make you look great and your clients happy.
our stars
Mosaic’s stars are a vital part of our team and we work with the best.
You and our exceptional advisors are our clients and our closest partners. We do everything we can to strengthen our relationship with you, and your relationship with your clients with access to products, services, and to our great specialists and subject matter experts.
While you are always our first priority, your clients are very special to us too. We appreciate their trust in you, and we try to enhance their relationship with impeccable professionalism and responsiveness. We treat every one of your clients like gold.
our organization
In 40 years working around the world - London, Mexico City, Nassau, Provo, Sao Paolo, San Francisco, Tashkent, Toronto, and more - our reputation defines us. Judge us by the company we keep:
