Automated data feed & API for daily transactions, positions and eDocs
When you picture a multi-family office, do you imagine a sleek website, a dog as Chief Welcoming Officer, and a family leading the business? That’s the story of NewOak — a forward-thinking multi-family office that combines ambition with pragmatism to serve families across generations.
Founded in 2002, in the heart of Zurich’s financial district, Invest Partners is a well-established and trusted platform for independent portfolio managers. For over a decade, it has provided tailored services, infrastructure, and regulatory support to enable their partners to focus on what they do best: managing client wealth.
Following its foundation in 2009, Cité Gestion has been in constant expansion. Its unique business model combines the status of a Private Bank with that of an independent wealth manager. Cité Gestion has shown impressive growth with offices in Geneva, Zurich, Lausanne and recently in Lugano.
Navera wanted to make its internal system more efficient, more quickly reconcilable and consolidated to unify the tool for all their custodians, including Pictet.
Based between Luxembourg and Brussels, Family Partners is a multi-family office founded in 2009. The young and motivated team puts its energy at the service of the clients.
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
HP Wealth Management and Teamwork are pleased to announce that the implementation of Wize was completed successfully. Wize is a sophisticated Wealth Management platform, seamlessly integrating a Portfolio Management System, Reporting Tools, AML, digital onboarding under one umbrella and much more…
As a start-up business, Scott Capital Partners was looking for an all-in-one solution that would be able to adapt to their growth over the years.
Alias Partners was established in 1972, making it one of the oldest independent wealth management firms in Geneva. With a team of 14 people and clients based mainly in Switzerland, Europe, Brazil, and the Middle East, the company’s aim is to offer tailored solutions according to their clients’ specific needs.
The legal framework being gradually stricter, it was necessary for Keane Mathez to reduce the manual workload of those processes by centralizing data in an integrated CRM/PMS tool which already included those controls and facilitate the monitoring.
