10 second summary
- A Norwegian wealth management client was looking for a tool that could support discussions with high net worth individuals who require bespoke solutions.
- By using our proprietary software, ADA, our client was able to construct and assess changes to portfolios in real time, ensuring that all bespoke solutions met their clients’ objectives.
What was the problem?
- A Norwegian wealth management client was looking for a tool that could support discussions with high net worth individuals who require bespoke solutions.
What was our solution?
- Our proprietary investment strategy and reporting system, ADA, accelerates the decision-making process by testing the impact of changes to investment strategies in real time.
What was the outcome?
- Our client was able to construct and assess changes to portfolios in real time, ensuring that all bespoke solutions met their clients’ objectives.
What does this mean for you?
- Our interactive software can help your clients make better-informed decisions, efficiently.
Want to know more?
If you would like further information, please contact:
CIO-Global Assets
I am Chief Investment Officer for Global Assets. In this role, I advise a range of wealth managers, insurance companies and public sector pension schemes with combined assets of more than £400bn
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