As part of its 2019-2022 strategic plan, EFG International is increasing its global offering for Independent Asset Managers by expanding its services to include a comprehensive multi-custody platform.
The new platform is being developed in partnership with AM-One AG, a subsidiary of Expersoft Systems AG, which is a global Fintech company headquartered in Zug, Switzerland.
The new offering 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.
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.