Who we are
We are strategic partners to our financial services clients and we help them in the digital transformation of their business, client experience, core processes and technological tools.
Our team has extensive wealth and asset management and private banking as well as financial software expertise.
Our global presence in the United States, the United Kingdom and France provides proximity to market and technological trends as well as to key decision makers.
We have analysed the challenges of and opportunities for financial advisors and their clients in order to offer develop corresponding technological solutions and to help them to succeed in their digital transformation.
We focus on solving current issues and on offering a strategic vision for the next five to 10 years, using our professional experience, industry know-how, and technological innovation capability.
Our team philosophy is based on partnership and this is how our teams work.
We are fascinated by challenges and use them as incentives to develop the best solutions for our customers.
EXECUTIVE CHAIRMAN • FONDATEUR
20 years of experience in the finance industry. Two software publishing companies sold to major industry players.
CFO / UK • CO-FONDATEUR
20 years of experience in Mergers & Acquisitions. Adviser, investor and co-founder of multiple start-ups
20 years of experience in wealth and asset management. Former board member at Neuflize OBC.
VP and global relationship partner IBM US
CEO Montpensier Finance
Member of the Nomination and Remuneration Commitee
Markus H RUETIMANN
Member of Audit Commitee
Member of Strategic Commitee