About Quilvest (Switzerland) Ltd.
Quilvest (Switzerland) Ltd., a leading Swiss private bank, is recognized as a pioneer in delivering innovative, comprehensive investment solutions with a strong focus on private market opportunities. With over seven generations of family-focused experience, Quilvest stands at the frontline of innovation—balancing the tradition of entrepreneurial spirit with an increasingly digital mindset. As a trusted advisor, Quilvest seamlessly connects every piece of the wealth management puzzle—offering tailored financial strategies and exclusive concierge services to some of the world’s most successful families.
To accelerate their vision, Quilvest partnered with WIZE, a like-minded innovator in financial technology. The objective: to offer clients a seamless, fully digital, and highly personalized experience—without compromising on the values of performance, independence, and partnership that have defined Quilvest since its foundation.
Challenge: Matching Tools with Vision
As digital engagement became critical for client satisfaction and retention, Quilvest faced a key challenge: implementing a scalable IT solution that could handle complex data, support an API-first strategy, and keep pace with rapid technological change — all without losing the bank’s personalized service model. The need was clear: a holistic system that could centralize all banking capabilities within one platform, deliver real-time data processing, and drive efficiency across the organization. Yet traditional solutions proved too rigid or fragmented to be implemented in the already existing digital landscape of Quilvest.
What Quilvest sought was not just a provider, but a visionary partner—someone able to anticipate future trends and co-create a solution fit for the next generation of private banking. That partner was found in WIZE.
We wanted one secure system to cover everything.
Simon Gassmann, CIO Quilvest
Solution: A Full Digital Transformation with WIZE
Quilvest became the first private bank to adopt WIZE as its unified technology backbone across the entire banking value chain. This pioneering step reflected the strong trust between the two organizations and WIZE’s proven ability to think beyond today’s requirements.
WIZE’s lean, modern architecture and flexible, web-based design integrated seamlessly with Quilvest’s infrastructure. Having already relied on WIZE for portfolio management, Quilvest benefited from a smooth transition to a unified core banking system covering everything from finance and accounting to credit card management and client reporting.
With WIZE, we didn’t just get technology—we gained a forward-thinking partner who shares our
long-term vision for private banking.
Simon Gassmann, CIO Quilvest
Impact: An End-to-End Integration
The transformation delivered immediate and measurable benefits:
- Real-time client engagement: With the launch of the enhanced Quilvest Mobile App, clients gained instant access to their portfolios and even started trading autonomously within hours of gaining access.
- Streamlined architecture: By integrating operations onto a single platform, Quilvest achieved greater transparency, agility, and efficiency across departments.
- Client-centric innovation: From read-only access to full trading capabilities, Quilvest put clients firmly in control, reflecting its philosophy of independence and empowerment through technology.
A fun story? When we opened the trading functionality, one hour later a client was already placing an order—without us even
explaining anything!
Simon Gassmann, CIO Quilvest
Looking Ahead: Digital Growth, Human at its Core
The collaboration between Quilvest and WIZE has proven to be more than an IT project—it is a strategic partnership built on trust, vision, and shared ambition. While technology continues to evolve, Quilvest remains anchored in the values that shaped its legacy, and WIZE continues to inspire with its agile, forward-looking approach.
Together, they exemplify how digital transformation can strengthen—rather than replace—the human connection in private banking. With WIZE as its strategic partner, Quilvest is well-equipped to serve clients for generations to come, offering the high-touch experience that defines modern wealth management.