swissQuant Group AG

TOUGH MARKETS CREATE DEMAND FOR SWISSQUANT’S EXPERTISE

Mohamed Louizi, COO, Deputy CEO of swissQuant Group AG, talks to WealthBriefing about the firm’s success.

Mohamed Louizi

COO, Deputy CEO, swissQuant Group

Premium investment process: Valuable and reliable insight at your fingertips

For individual or aggregate portfolios, having a comprehensive risk component is unavoidable in volatile markets. At the heart of our wealth management platform are the real-time risk and optimisation engines developed over 17 years and managing over $1.8 trillion assets globally.

This core competence is a strong differentiating factor allowing not only the serious management of portfolios simultaneously, but also on an individual portfolio level the ability to explore future scenarios before making investment decisions. This gamification element has proven attractive to the next generation; short- and long-term scenarios support RM and investor with on-the-spot insight for smarter decisions.

With the advent of portfolio digitalisation years behind us, investor expectations are high. swissQuant’s ImpaQt WM platform offers a premium digital investment experience that transcends typical portfolio management (PM): 1. Impact investing – all modules incorporate the highest level of investor choice reflecting personal values, preferences, and goals for both individual and global impact such as the choice to invest along the lines of identified ESG/SDG criteria 2. Ease of use – easy-to-understand flow and visualisation of portfolio status and projected outcomes including contribution to carbon emissions, climate change or social development goals 3. Flexibility - cloud-based/on-premise solutions adaptable to all systems to avoid legacy debt. Choice of multiple, easily integrated and continuously updated modules to be added at your discretion. Customised portfolio construction to fit your needs. Free choice of data providers to best enhance your investment process. 4. Speed and scale – risk and optimisation engines power the entire

WM platform allowing for on-the-spot investor engagement, as well as aggregate PM at scale. Easy-to-use dashboard allows thousands of portfolios to be monitored with alerts showing those falling outside of constraints.

Relationship managers and investors drive our next innovations

Winning this year’s award for “most innovative wealth management client solution” for our goal-based wealth management module highlights our attempt to meet the demands of investors for a tool which simultaneously manages multiple identified investment goals, such as funding for real estate, education, or retirement, with ease. Combined with our AI-leveraged trade recommendation module, the probability to reach goals while respecting risk and timing preferences is calculated, while trades falling in line with personal criteria are recommended to reach those goals.

Being one of the first to incorporate sustainability in the portfolio process allowing investors to express and visually realise purpose-driven values, we stay on top of needs of wealth managers while catering to demanding Investors.

Growth opportunity: Fully automated discretionary portfolio management

Partnering with the National Bank of Liechtenstein (LLB), the challenge was to give retail investors access to an active preference-driven and sustainability conscious investment tool.

The result was the development of wiLLBe, a hybrid wealth management platform targeting a new client segment falling between robo-advisory and wealth management. This 24-hour investor app reflects investors’ individual preferences (ESG, single stocks, sectors, etc.) and is accessible with a minimal investment.

Powered by swissQuant’s award-winning core technology the new platform allows an automated and scalable discretionary mandate process. This clearly separates it from robo-advisors and is true democratisation of WM. The technology is available as a white label solution and can be combined with asset management and banking services.

WealthBriefing awards

Over many years swissQuant has benefitted from this outstanding awards process. swissQuant thanks the team, with a special gesture of appreciation to the judging panels, for confirming our market value and giving us the opportunity to showcase our contributions to the industry.

WINNER: Bhavnesh Pravin Thakkar, Taurus Wealth Advisors Ltd

WINNER: Nedbank Private Wealth WINNER: Ocorian