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Portfolio & Asset Management

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External Asset Managers / Family Offices

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.

Evaluation of Portfolio Management Solutions

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.

Investment Risk Management

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.

Portfolio Management

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.

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