Following the aftermaths of the financial crisis, the wealth management industry is entering a new era of challenges and opportunities. Whether you are a wealth manager, a private banker or a family officer, your clients are even more demanding, expecting increased transparency and greater control on their investment policies. The digital revolution is also fundamentally changing their expectations regarding their relationship with you.
More than ever you need to focus on your client facing activities while coping with stricter regulations, staring with MiFID2. On top of this, with increased competition and pressure on margins, you have to optimize your internal processes while managing distribution networks and partners that often play a growing role in your business development strategy.
At Vermeg, we help you face your challenges and grab opportunities by leveraging on technology. We offer you digital enabled solutions that integrate advanced portfolio management processes, with advanced advisory tools, KYC as well as automated middle office processes.
Your solution : Vermeg Wealth Management