Find out why many wealth and asset managers trust Assetmax for their daily operations.
Compliance & Regulation
Strong focus on AML, MiFID II and FIDLEG. Content exclusively designed by Geissbühler Weber & Partner AG.
Compliance & Regulation
Portfolio Management
Multi-custodian portfolio management and consolidation with optional backoffice outsourcing.
Portfolio Management
Front Office
Client on boarding and communication, investment proposal wizard, reporting, branded end-client portal, tablet client.
Front Office
Fees & Profitability
Fees calculation, invoicing, retrocessions, profitability analysis.
Fees & Profitability
Compliance & Regulation
Portfolio Management
Front Office
Fees & Profitability
Backoffice Outsourcing Services
Our swiss-based backoffice outsourcing service relieves our customers from daily operations complexities and delivers quality-proven data.
Swiss-Based
Our outsourcing facilities are located in Switzerland. We are committed to deliver Swiss quality services.
Highly Automated
Our processes are highly automated to guarantee the best efficiency, transparency and quality.
Service Level Agreement
All processes are regulated by a clearly stated SLA.
Assetmax AG
Assetmax AG is the Swiss based company behind Assetmax. Assetmax AG has been founded in 2013 and employs more than 20 people in R&D, Backoffice, Business Development and On Boarding projects. Assetmax AG is among the fastest growing companies in the Swiss service sector for independent asset managers.
Assetmax AG is owned by the founding partners. A minority stake is owned by Innovationsstiftung der SZKB, Credit Suisse Entrepreneur Capital Ltd., and Paul E. Sevinç (Doodle co-founder).
Our Management
Massimo Ferrari, CEO
Sven Müller, Backoffice
Manuela Vielmi, Business Analysis
Yuval Sharon, VP Engineering
Our Main Partners
Synpulse helps us implementing new customer setups and client-specific projects or customizations.
Geissbühler Weber & Partner maintains our exclusive compliance package. Our customers automatically get all necessary updates.
SIX Financials delivers the most complete instruments, documents and regulatory database. Assetmax is connected to SIX through the same interface used by Banks and has thus access to the whole SIX database.
