Effortlessly navigate the complexities of business operations with our comprehensive managed services. Delegate the management of your core applications, processes, and back-office activities to us, ensuring uninterrupted focus on cultivating added value to your clients.
Strengthen your efficiency with our Operations Service Hub, acting as expert and central liaison between your organization and external stakeholders covering processes, tools, and providers in day-to-day operations.
Secure your operation and achieve business continuity with our dedicated Operations Deputy Hub. Establish a reliable second line of defence against unexpected occurrences to better manage your operational risks.
Achieve precision in your transactions and positions where quantity meets quality, with tailored data preparation, stringent quality controls, and adherence to individualized rules and preferences.
Secure dedicated resources, best practices and subject matter expertise to lead your project to success. From strategy to execution, we ensure a seamless process to leverage the potential of technology and innovation for your business, while controlling the project and standing for your interests.
Maximize effectivity before any change-initiative with a holistic assessment lowering risks and protecting your time and money investment.
Maximize efficiency across multiple custodians, ensure compliance, and drive success with technology that works for you.
Die Digitalisierung wird auch für Vermögensverwalter immer zentraler. Der Verband Schweizerischer Vermögensverwalter will den Ball aufnehmen und lanciert ein spezielles Tool dazu. Eine gute …
Zusammen mit der Technologie-Beratungsfirma EAM.Technology hat Gastautorin und HSLU-Dozentin Tatiana Agnesens das Wirken unabhängiger Vermögensverwalter analysiert. In der vielschichtigen Schweizer Finanzlandschaft spielen unabhängige Vermögensverwalter …
Moneycab: Herr Petruschenko, unabhängige Vermögensverwalter (EAM) kommen von verschiedenen Seiten unter Druck: Banken, die das lukrative Geschäft gerne selbst machen möchten, die FINMA, welche die …