Best-In-Class Support And Back Office Services By W IZE By Teamwork

What sets you apart from your peers this year and why?

WIZE by TeamWork, with an all-in-one wealth and asset management solution, is one of the fastest growing wealthtech companies in Switzerland. It is dedicated to external asset managers, family offices, private banks, fund managers, pension funds and securities traders.

The TeamWork Group, a 1000+ employees Swiss company was founded in 1999 and is fully owned by its top management. The Group offers a unique 100% web-integrated SaaS secured Cloud or on-premises platform including:

• portfolio management system with model portfolios & rebalancing/hedging capabilities; private equity module; risk & performance management (MWR/ TWR, contribution/attribution);

• order management System including FIX Straight Through Processing connectivity with 20+ trading rooms;

• CRM system with KYC, documents, lifecycle management;

• compliance system with AML; MiFID II and LSFin/FIDLEG/FinSA pre-trade checking; risk profiling & monitoring; full audit trail;

• reporting system with white labelled customised multi-assets consolidated reports;

• invoicing system including automatic fees calculation and controlling; profitability measurement;

• multi-custodian connectivity with 200+ automatic feeds and API connectivity; and

• e-banking / mobile app.

In Geneva, Zurich, Singapore, Luxembourg and Montreal, our team of 45 professionals aims at delivering best-in-class support and back-office Business Process Outsourcing (BPO) services thanks to our extensive banking operations expertise gained at various banks and family offices.

Trusted by more than 100 clients representing $125+ billion AuM and 3000+ users in 22 different countries, our clients can focus on their business while using the platform’s performance and scalability for an attractive all-in-one monthly fee.

How have your colleagues contributed towards the success of your organisation?

First of all, WIZE by TeamWork is a fantastic success story based on people. WIZE was founded in 2010 by Philippe Rey-Gorrez, founder of the TeamWork Group, and Cédric Baiker, an expert in IT banking solutions who was involved in the development of the Swiss “Newbanking” core banking package from 1996 to 2010.

They recognised that the market solutions dedicated to private banking and external asset managers (EAM) were very expensive, inadequate, and mainly based on legacy technologies. Further, with the increasing regulation and the requirement for financial transparency, there was a growing need for the EAM community to rely on more sophisticated, functional and secure solutions that would enable them to respond efficiently to their business challenges. Cedric and Philippe started working together in 2010. After two years and a huge investment in R&D, the first customer signed in 2012. Since then, the team has grown to a team of 45 today and continues to be ahead of market trends, evolving constantly.

What will be the result of receiving this accolade? How will it help your business in this region?

This accolade will show our clients and team members that our 12-year collaboration has produced a remarkable and scalable platform. We see this award as a recognition of the high quality work delivered and to our prospects that they will be in safe hands with our platform and team.