Julius Baer has selected wealth management fintech firm Alpima to deliver its rule-based portfolio derivation and visualisation for its investment management business.

Offered as an enhanced version of its cloud-based enterprise service, the Alpima platform will be delivered on a white-label basis and customised to meet Julius Baer’s specific needs.

Evie Kostakis, Julius Baer’s deputy head of IM, described Alpima’s platform as “ground-breaking”.

It “offers the adaptability and agility we need to serve our clients in the competitive, fast-changing landscape we operate in.”

Pierre Mendels...