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Portfolio Management

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. Increasingly, capabilities from portfolio management are used to cross-pollinate service offerings in the advisory business. In the field of asset management, finalix combines professional know-how with many years of project experience. We provide support in strategy definition, product design, process optimisation, business analysis, creation of specialised concepts and specifications, introduction of new standard applications or in-house developments, outsourcing of parts of the value chain, change management, test management, migration and rollout management.

Client benefit

  • Support for successful positioning in an increasingly challenging market environment
  • Support among others with strategy definition, product design, process optimisation and business analysis

finalix contribution

  • Tuning of product and service catalogs
  • Asset management process optimization
  • Concept and specification documentation
  • Consulting and business analysis for the introduction of standard portfolio management applications and in-house developments

Our experts

Pascal Gysi 1
Senior Manager