Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
Giorgio Pradelli, EFG International

30801

EFG International adds multi-custody platform for independent asset managers

RELATED TOPICS​

EFG International is enhancing its global offering for Independent Asset Managers by expanding its services to include a comprehensive multi-custody platform. 

The new platform, which is being developed in partnership with AM-One AG, a subsidiary of Expersoft Systems AG, will be launched on 01 September 2019. With this step, EFG aims to further strengthen its global coverage of the Independent Asset Manager segment. 

The comprehensive multi-custody platform will include functionalities ranging from client relationship management to portfolio management and reporting, as well as compliance and risk management. As part of this new offering, Independent Asset Managers will benefit from an automated custodian data feed from all EFG booking centres as well as access to the bank’s extensive Investment Solutions service and product offering. 

To launch this new range of services for Independent Asset Managers, EFG is collaborating with AM- One AG, a subsidiary of Expersoft Systems AG, which is a global Fintech company headquartered in Zug, Switzerland. The partnership is expected to create significant value for EFG’s Independent Asset Manager clients by offering them the advantages of an integrated services platform. 

Giorgio Pradelli (pictured), CEO of EFG International, says: ‘‘As announced at our investor update on 13 March 2019, the further strengthening of our global coverage of the Independent Asset Manager segment is one of our priorities. In our Swiss domestic market in particular, we intend to capture opportunities with a focus on mid-sized Independent Asset Managers. We are very pleased to collaborate with AM-One in order to introduce an integrated and tailor-made platform that will further complement our comprehensive service and product offering for our Independent Asset Management clients.’’ 

Philipp Bisang, CEO of Expersoft Systems AG: ‘‘We are proud that EFG International is counting on AM- One’s expertise in intelligent technology solutions and integrated services for the asset manager community. We look forward to the launch of EFG’s new platform, which addresses the need for efficiency and agility in today’s market environment and will allow Independent Asset Managers to focus on their core business.’’ 

 

Latest News

Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according..
Octopus Investments (Octopus) has announced it has launched a Natural Capital Strategy...
Research firm focused on Alternative UCITS funds, Kepler Absolute Hedge, has published its Market Intelligence..

Related Articles

Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
UK map
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be worth billions of pounds in the coming years...
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be..
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a possible buyout of EY’s Italian consulting branch...
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by