The Family Wealth Management Office
Geneva-based multi-family office has been able to weather every storm thanks to the high level of agility and adaptability working with Penta.
Our client is an international non-governmental organization (NGO) with its headquarters in Geneva and a large network of members spread across over 100 countries.
As part of their cost-reduction and outreach strategy, the organization reduced their staff count in Geneva and based their employees in members’ offices on five continents. The new approach required a much more flexible IT that their existing classic on-premise provider could not meet, as well as IT strategic advice on how to future-proof their systems.
Geneva-based multi-family office has been able to weather every storm thanks to the high level of agility and adaptability working with Penta.
The company worked with Penta to host a secure collaborative environment for legal hold in compliance with local data jurisdiction requirements.
Top wealth management firm was looking for local hosting, rapid support, high security, and FINMA compliance.