Portfolio & Asset Management

The EAM and FO sectors hold vital importance in the Independent Wealth Management industry, particularly notable in Switzerland and experiencing rapid growth in Asia. Banks strive to augment AuC, related fees and trading revenues from EAM and FO through enhanced digital offerings that improve efficiency and integration throughout the ecosystem. Finalix can guide your digitalisation journey, bolstering your position as a custodian bank by formulating pertinent business concepts, designing Target Operating Models, and providing steadfast implementation support.

Even small and mid-sized asset managers are now replacing their proprietary Excel solutions with proven standard solutions. Our proven evaluation procedure ensures the selection of the most suitable solution.

Risk management at banks is one of the most important disciplines. Due to extensive regulations, banks have been subjected to many changing requirements. With the right expertise, tools and resources, finalix can help effectively manage clients’ investments risks & optimise their portfolios.

Increasing margin pressure is forcing banks to become more efficient in carrying out their discretionary mandates, to evaluate possibilities for strategic cooperation and outsourcing, and to intelligently design products to match specific client desires.

Many Asset Managers improve their operating model through the implementation of Aladdin from BlackRock Solutions towards highly integrated investment management processes with sophisticated analytical functions. Apart from the expected challenges to configure the standard software components to the specific needs, special attention should be paid to proper setup of data interfaces with further applications and a solid conversion preparation as well as cut-over management.