Giorgio Pradelli, EFG International

EFG International adds multi-custody platform for independent asset managers

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.’’ 


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