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.
