Alias Partners was established in 1972, making it one of the oldest independent wealth management firms in Geneva. With a team of 14 people and clients based mainly in Switzerland, Europe, Brazil, and the Middle East, the company’s aim is to offer tailored solutions according to their clients’ specific needs.
The legal framework being gradually stricter, it was necessary for Keane Mathez to reduce the manual workload of those processes by centralizing data in an integrated CRM/PMS tool which already included those controls and facilitate the monitoring.
Its core business is discretionary management with a deep knowledge and experience rooted within the team.
Vierny Partners started looking for a solid and resilient partner offering a solution able to evolve according to their needs and to the legal environments in 2017.
Erfisa has a unique approach towards their clients, which is to be the entry point for every topic.
HBS is a multi-family office based in Geneva. Founded in 2003, they handle both wealth management and family office services. In this article, discover why they partnered with WIZE by Teamwork as their technology provider.
