Swiss private bank Julius Baer has tapped UK-based investment technology firm Alpima to support rule-based portfolio derivation and visualisation in its investment management unit.

The Alpima platform will be provided as a white-label version of its cloud-based enterprise service.

Alpima CEO Pierre Mendelsohn said: “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.”

Commenting on Alpima, Julius Baer deputy head of IM, Evie Kostakis, said: “Their ground-breaking platform offers the adaptability and agility we need to serve our clients in the competitive, fast-changing landscape we operate in.”

Earlier this year, Alpima was selected by asset manager BlueBay. BlueBay’s objective behind the selection was to “intelligently visualise fund data and product characteristics across its full fixed income suite”.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Julius Baer is currently working on its IT infrastructure modernisation project.

Last year, the bank completed upgrades to its business processes and core platforms in the Asia Pacific leveraging Cognizant and Temenos technologies.

As at 30 April 2019, Julius Baer Group’s assets under management totalled CHF427bn.