TELOMERE Capital at Glance
TELOMERE Capital: Swiss excellence in comprehensive wealth management
TELOMERE Capital is a Swiss company offering wealth management, financial planning, investment advices and family office services.
They manage about 620M and most of their clients are based in Switzerland.
Their particularities lay in the quality of services offered to clients that can be summarized in three points:
- Three pillars offering: family office, asset management and wealth planning. TELOMERE is a generalist with competences in all three areas allowing a one-stop-shop approach of all clients assets compared to a traditional bank.
- Each manager has a limited number of clients which gives him time to deliver high-quality
services and added value. - In terms of wealth management, TELOMERE has the resources and possibility to offer
personalized wealth management to clients with assets from 1M to 100M with the highest quality thanks to a broad network.
Challenges
High quality data for acurate reports
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
The challenge was to have high quality data in order to have accurate reports and avoid lack of precision in the management of accounts, which could not be tolerated within the company
Solution
High quality service for problems solving
WIZE by TeamWork was selected amongst 7-8 providers.
The selection was made naturally thanks to the professionalism and quality of the employees and to the broad range of services of the platform that could allow to have a single software instead of several different ones.
The project started through the identification of needs, to check if WIZE could answer them.
During the onboarding of WIZE, an issue with the quality of data appeared. The WIZE team responded accordingly, rapidly deploying the technical staff to solve the issue efficiently. Moreover, the interactions with the WIZE team members were excellent with high-quality services and a strong sense of customer relations.
Results and benefits
Capital and time gains with WIZE
During the implementation and training period of the project, TELOMERE Capital could already see the benefits of the platform with well-organized dashboards and requests properly managed by the WIZE team. Time is saved at different levels such as consolidated portfolios or at the single customer account level with a direct access to positions.
Moreover, there is a real skill transfer from WIZE team to TELOMERE through a close follow-up with regular meetings.
Perpectives
WIZE: A Model for PMS Implementation
WIZE completely meets TELOMERE Capital expectations.
The benefits and added value can already be seen with a competitive advantage. It brings a multi-tasks platform that allows invoicing as well as communication with customers in one place with high-quality reporting. TELOMERE’s advice to choose a PMS and succeed its implementation: Make sure you have a skillful support team behind you. Support and services quality are the key for success.
“WIZE is a multitask-tool ranging from portfolio management through client interaction, consolidation and communication with factsheets, all in a single platform which gives it a competitive advantage. It is the Swiss knife of wealth management: efficient, reliable, nice-looking and of quality.”
