Julius Baer, a Swiss private banking group, is to deploy ALPIMA for rule-based portfolio derivation and visualisation within its Investment Management business.
Offered as an enhanced version of its cloud-based enterprise service, the ALPIMA platform will be delivered on a white-label basis and customised specifically to meet Julius Baer’s exact requirements.
Evie Kostakis, Julius Baer’s Deputy Head of IM, says: “We are pleased to work with ALPIMA. Their ground-breaking platform offers the adaptability and agility we need to serve our clients in the competitive, fast-changing landscape we operate in.”
Pierre Mendelsohn, ALPIMA’s CEO, says: “Bank Julius Baer’s leadership, vision and client focus is outstanding. We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.”
ALPIMA is a B2B advisory and technology firm which serves asset managers, wealth managers and financial institutions globally. Its mission is to use the latest advances in data science and technology to help its clients design products, build portfolios, run money and serve their customers.
ALPIMA is backed by Eight Roads, the proprietary investment arm of Fidelity International Limited.
