First class and professional companies, Temenos, LCR Services, Canon

Our services are based on first class companies with long-standing specialists in their field of activity

LCR Services AG

As a consulting boutique for Legal, Compliance and Regulatory Services, LCR Services AG is specialised on financial service providers such as banks, asset managers, fund managers and family offices. The partners combine more than 75 years of experience in the Swiss and international financial service provider business. LCR Services AG provides the professional and practical knowledge for The Guide.

www.lcr-services.ch

Temenos

Temenos is our supplier for the CRM and Portfolio Management System (Wealth Manager), which is used by well-known banks in Switzerland and internationally. We have adapted and extended this system with a special focus on regulatory needs.

www.temenos.com

Canon (Schweiz) AG

Together with Canon (Schweiz) AG, we have developed a workflow-based document repository that covers the client onboarding process (up to digital onboarding) in particular, as well as the automated storage of all documents from core banking systems.

www.canon.ch

Kinesys AG

Kinesys AG supports banks and asset managers in on-site and outsourcing procedures. Jointly with Kinesys AG and a FINMA recognized data centre service provider we have developed the Private Cloud solution for asset managers.