Testimonial Avalor Investment

For us WRM is much more than just a tool to manage client addresses. WRM supports us within our daily business on one hand and it matches against the growing regulatory requirements of the financial industry sector. It allows us to be suitable for future legal and regulatory changes and handle our business process in a more efficient and structured manner.

Gregor Ackermann, Chief Operating Officer, Avalor Investment AG

Reference Selection


Wealth Management

Financial Business

Reference List

Reference Private Client Bank

Private Client Bank AG, Zurich

Reference LGT Capital Partners

LGT Capital Partners AG, Pfäffikon SZ

Reference FINAD

FINAD Financial Advisors, Zürich

Reference WMPartners

WMPartners Vermögensverwaltungs AG, part of the Julius Baer Group, Zurich

Reference Centrum Bank

Centrum Bank, Vaduz

Reference Avaloq Group

Avaloq Group

Reference Avalor Investment

Avalor Investment AG, Zurich

Reference EFG Bank

EFG Bank, Zurich

Reference GWM

GWM, Zurich

Reference Bethmann Bank

Bethmann Bank AG - ABN AMRO Private Banking, Hamburg

Reference Bank for International Settlements

Bank for International Settlements SA, Basel

Reference Bellerive Financial Services

Bellerive Financial Services AG, Zurich

Reference UBP Investment

UBP Investment S.A., Geneva

Reference responsAbility Investments

responsAbility Investments AG, Zurich

Reference theScreener Investor Services

theScreener Investor Services AG, Zurich

Reference Valartis Asset Management

Valartis Asset Management SA, Geneva

Reference Marcuard Heritage

Marcuard Heritage AG, Zurich, Singapore and Limassol

Reference Clarus Capital Group

Clarus Capital Group AG, Zurich

Reference Credit Suisse Private Advisors

Credit Suisse Private Advisors, Zurich

Reference Kaiser Partner

Kaiser Partner Management Services Anstalt, Vaduz

Our Partners

In order to provide our customers with the best service and high-quality Private Banking Solution (WRM), we work with various partners. We complement each other and are thus able to cover almost all needs.

Partner Infor
Partner vwd group
Partner Digicomp
Partner CDDS
Partner Swisscom
Partner Microsoft