Success Story

This page will give you some insights into the collaboration between Vontobel and aixigo.

Vontobel

Vontobel is a global investment manager with Swiss roots

Headquartered in Switzerland

 

27 locations worldwide

 

Client assets under Management: CHF 286.3 billion (as of 30.11.19)

The Challenge

Vontobel’s aim was to makeits investment expertise available to customers digitally, allowing them to actively manage their own portfolio. The solution needed to offer a unique, intuitive client experience.

Prior to taking on this challenge, aixigo collaborated with Vontobel to develop the MARS® investment advisory solution. Amongst other features, MARS® includes an automated documentation process that meets the requirements of MiFID and FidleG. With MARS®, the focus is completely on the customer -administrative activities are highly automated and take place in the background, giving advisers more time for advice activities.

The new solution for digital wealth management should - like MARS® - utilise the expertise of the Swiss investment house. It should be a modern solution for the customer, which combines both service and security.

 


The Swiss Financial Services Law (FidleG), in force since 01 January 2020

MARS® umfasst neben anderen Features einen automatisierten Dokumentationsprozess, welcher die Forderungen aus MiFID und FidleG1 erfüllt. Dank MARS® rückt der Kunde in den Vordergrund. Administrative Tätigkeiten erfolgen stark automatisiert im Hintergrund. Hierdurch gewinnen Berater freie Beratungskapazitäten. 

The Solution

aixigo's API-based High Performance Wealth Management Platform provides the basis for solving these challenges. The result is the new digital portfolio management "Volt®" from the Swiss investment house. Vontobel Volt® is the first active digital wealth management solution in Switzerland!


"Vontobel Volt® represents a new digital dimension to our successful active wealth management solution. New technology allows our clients to use our investment expertise directly, individually and from anywhere at any time to help shape their portfolio. Vontobel Volt® complements our successful wealth management offering and creates additional growth potential. Our clients can trust that 100 per cent of Vontobel is in Volt. This applies to the services we offer, our investment expertise and our reliability," said Christian Gmünder, Vontobel Wealth Management COO. 


Video interview with Vontobel and aixigo

In this video Christian Gmünder (Head of Private Client Operations & Services at Vontobel) and Tobias Haustein(CTO of aixigo) talk about the collaboration between Vontobel and aixigo.

In this first video Christian Gmünder, Head of Private Client Operations & Services at Vontobel, answers the questions:

  • What factors have driven Vontobel to invest in technology ?
  • Can you please introduce us to Volt?
  • In terms of the technology behind Volt, what can you tell us about your approach and why you selected aixigo?

In this second video aixigo‘s CTO Tobias Haustein answers the questions:

  • What is the role of aixigo in supporting Volt and what would you highlight as the key characteristics of your role?
  • What is your opinion on why Vontobel selected aixigo and what value do you bring to Vontobel and their Volt offering?

In this third video interview Christian Gmünder answers the questions:

  • What is the role of aixigo in supporting Volt and what would you highlight as the key characteristics of your role?
  • What is your opinion on why Vontobel selected aixigo and what value do you bring to Vontobel and their Volt offering?

In this fourth and final video interview, Christian and Tobias provide us with their views on the future development of the wealth management market.

About Vontobel

Vontobel creates opportunities and pursues them with determination. As a globally active financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. Vontobel empowers employees and expects them to act independently and open up new perspectives. For Vorntobel, successful investing begins by assuming personal responsibility.

They constantly review what they have achieved because Vontobel aims to exceed their clients' expectations. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. As of 30 November 2019, Vontobel had a total of CHF 286.3 billion in client assets under management. We provide services to our clients at 27 locations worldwide and in our domestic market, Switzerland.

client profile

risk KPIs

contribution to risk

systematic/ idiosyncratic risk

constraints

quality parameter

cross border

portfolio risk

risk factors

reconciliation

transactions

corporate actions

product parameter

fees

individual allocation

optimisation

portfolio aggregation

sanity checks

deposit/ payout

performance

pre-trade check

constraints monitoring

basket order

block order

order approval

customer data management

tax estimator

regulation monitoring

structure & KPI monitoring

reason 
management

timeline

building blocks

market data management

reporting

loss monitoring

bench marking

building block allocation

control center

Comprehensive product base

process engine