Swiss private banking group Julius Baer has chosen ALPIMA for portfolio derivation and visualisation within its investment management business.

The ALPIMA platform will be delivered on a white-label basis and will be customised to meet Julius Baer’s exact requirements. It will be offered as an enhanced version of its cloud-based enterprise service.

ALPIMA is a B2B advisory and technology firm which serves asset managers, wealth managers and financial institutions globally. Its aims to use advances in data science and technology to help its clients design products, build portfolios, run money and serve customers.

Evie Kostakis, Julius Baer’s Deputy Head of IM, said: “We are pleased to work with ALPIMA. Their ground-breaking platform offers the adaptability and agility we need to serve our clients in the competitive, fast-changing landscape we operate in.”

Pierre Mendelsohn, ALPIMA’s CEO, added: “Bank Julius Baer’s leadership, vision and client focus is outstanding. We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.”

ALPIMA is supported by Eight Roads, the proprietary investment arm of Fidelity International Limited.