Liechtensteinische Landesbank (LLB) has partnered with Avaloq and swissQuant Group to develop a fully integrated IT-based customer advisory solution.
With the joint project, LLB plan to introduce new advisory offerings to enable outstanding customer advisory and portfolio monitoring in the fourth quarter of 2015.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Automated processes will also ensure the best possible fulfilment of regulatory requirements and risk management.
The IT platform will benefit LLB clients from a quantitative approach in investment advice. Additionally, the platform will assist client advisors in portfolio construction offering them with tools needed for risk assessments and portfolio optimization.
It will also comply with the regulatory requirements imposed by MiFID II und FIDLEG and ensure effective investor protection.
Furthermore, the platform automates the processes around the protection of investors and compliance requirements, reduces complexity in advisory, and enhances efficiency.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataGabriel Brenna, head private banking at LLB, said: "Our clients will profit from a unique and revolutionary advisory approach, including optimized investment decisions based on individual preferences and a state of the art portfolio monitoring."
