WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, has announced the opening of its new office in Geneva, Switzerland. It will be the third branch of the company after Zurich, Switzerland and Warsaw, Poland. The opening is a natural consequence of WealthArc’s growth: as the company is expanding its business in Switzerland, it needs more hands on board.
“Switzerland is our home market and it has such a huge potential,” says Chris Gogol, co-founder and CEO of WealthArc. “It has long been the world’s top wealth management hub, so expanding our business for another Swiss city was a natural step forward. We already have a number of satisfied clients in Geneva, and we can see that there is still much to do in this region,” adds Chris.
The opening of the Geneva office was followed by hiring experienced sales managers responsible exclusively for this region. Frank Labrousse has gained valuable commercial experience working for recognized corporations such as Thomson Reuters or Oracle. He will focus on WealthArc’s relations with banks and further business development within WealthArc’s partnerships with custodian banks. Etienne de Bejarry has gained his sales experience working for CEB (now Gartner) and PIMAN Group. He will be responsible for sales to wealth managers.
WealthArc already serves a number of clients based in the Geneva region. They include big players such as RJ Management, a company managing CHF 2 billion assets, or Octogone managing assets of institutions and families from Europe, USA, Latin America and Middle East.
“As heavy WealthArc users, we are lucky to have access to all the accounts from home and communicate precise numbers to clients”, comments Eric Roditi, Member of Executive Committee at RJ Management. “Prior to implementing WealthArc, we had to navigate through every banking system and their individual asset classifications. All banks were on-boarded quickly, with nearly zero work on our side,” adds Eric.
Frank and Etienne will be delighted to invite anyone interested in WealthArc solutions for a cup of coffee in the new office. The exact address is:
Rue De-Candolle 26
1205 Geneva, Switzerland
To fix a meeting, please send us a message at firstname.lastname@example.org.
WealthArc is an easy to implement all-in-one portfolio management solution that automates manual processes and speeds up daily work of professional wealth managers. The FinTech platform automatically consolidates portfolios from custodian banks and gives relationship managers back the time needed to grow the business and attract new, HNW clients.
Etienne and Frank in the new WealthArc’s office in Geneva, Switzerland