Wealth managers across Europe are turning to cutting-edge solutions from Infront to better serve their clients and stay ahead in a competitive market. Firms like RPM, Sequoia, and Belvoir Capital are embracing digital transformation to enhance efficiency, connectivity, and the customer experience.
Rheinische Portfolio Management (RPM) from Köln is another independent wealth manager who’ll leverage Infront’s latest portfolio management solution Assetmax with Infront’s order routing network integrating their custodian connections with V-Bank and DAB among others. RPM is replacing Expertsoft’s system for Infront’s superior WealthTech solutions.
Sequoia, a Dutch independent wealth manager, will also leverage Infront’s latest portfolio management solution Assetmax with the order routing network integrating their order connections with the four major Dutch custodian banks.
Belvoir Capital a Swiss licensed multi-family office and independent wealth manager also picked Infront’s Assetmax portfolio management solution to structure the wealth for their clients. Belvoir offers investments in liquid securities but also runs direct investments in venture capital and private equity and real estate.
ICM Investment Bank is an independent wealth management firm active in both Germany and the Netherlands and decided as part of their digital transformation strategy to implement Infront’s WealthPortal that fully integrates with the portfolio management solution. ICM have their roots as a buy-out from Unicredit/HypovereinsBank in Germany.
Also, SAVAIR a Swiss modern family office serving international clients picked WealthPortal for digitalisation. SAVAIR have their roots in the Netherlands, Luxembourg, the USA and Switzerland and attracts a lot of new generation successful entrepreneurs in their customer base.