Together with the erosion of banking secrecy, regulatory changes have increased the pressure on asset managers’ profit margins.  As a consequence, these institutions have been forced to look for ways to improve their value proposition.In this context, various technological advances directly designed for private wealth management have emerged. These new

Lausanne, 18th of February 2013 – SAGE Group SA was shortlisted to demonstrate its solution in London at FinovateEurope, a showcase of cutting-edge financial and banking technology innovations from leading established companies and hot new startups. On February 12, 2013, over 700 attendees witnessed the latest and greatest from 32

SAGE Group SA, a privately owned Swiss financial technology company providing wealth management and risk management solutions, has been selected to present at FinovateEurope 2013 to be held in London from February 12-13. FinovateEurope is a demo-based conference for innovative startups and established companies in the fields of banking and

Lausanne, 20/11/12 – SAGE Group SA’s financial software, Prospero, has been recognized in an industry study of vendors that are successfully competing in the rapidly changing global private banking sector.   “SAGE Group SA’s Prospero differentiates itself on its ability to provide one solution with front-to-back straight-through processing that is

Jean-Luc Freymond, Chief Executive Officer, presented at Hubbis’ Technology & Systems Solutions in Asian Wealth Management Forum on 13th November 2012 on how wealth management firms can win their clients’ trust with a systematic risk management process. View video

Lausanne, Switzerland – SAGE Group SA, a financial software solutions company specialising in Wealth Management, has just launched BlackSwan Financial Platform, a revolutionary new addition to its suite of Wealth Management solutions. In today’s uncertain investment environment, companies are pressed to maximize expected return while minimizing expected losses, yet no software takes into

SAGE Group SA, a financial software solutions company specialising in Wealth Management, has just signed with Emirates Investment Bank in Dubai to provide the investment bank with its full Prospero Wealth Management solution to cover their front-to-back office requirements as well as General Ledger. Prospero is a highly flexible suite

Cluster Family office has launched SAGE Group SA’s financial software, Prospero IAM and Family Office, thereby facilitating the servicing of their clients. “We chose Prospero after carefully evaluating more than 10 different software providers and after a year-long selection process” says Cluster Family Office CEO, Mr. Santi Soliveres Garcia-Garnero. Cluster Family Office is a

IBS Intelligence, the leading consulting and research firm dedicated to the financial technology industry, recently published a case study on Cluster Family Office’s selection of SAGE Group SA’s Prospero solution for wealth management. Download Article in PDF

La Chine est en train de développer son secteur bancaire au même rythme que son industrie. La concurrence est vive pour la Suisse, d’autant que le dynamisme asiatique chamboule la donne. Les attaques des États-Unis et de l’Europe qui touchent les banques impliquées dans les malversations ébranlent la place financière