The Independent Wealth Manager
Top wealth management firm was looking for local hosting, rapid support, high security, and FINMA compliance.
The family wealth management industry has been facing many challenges in recent years. High levels of uncertainty, increased competition and declining profitability are just a few. Our client is a Geneva-based independent multi-family office that has been in the industry for decades. They have been able to weather every storm while looking after their clients’ financial interests thanks to their core competence in asset management, and to the high level of agility and adaptability gained from working with technology partners like Penta.
Top wealth management firm was looking for local hosting, rapid support, high security, and FINMA compliance.
We implemented a sophisticated portfolio management system for a large bank on a dedicated, secure and redundant infrastructure.
International tax advisory consortium needed to maintain a secure IT infrastructure with granular data controls while enabling remote teams.