Advent Technology Helps Swiss Asset Manager Win New Assets and Clients


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Source: Advent Software
Date: June 2010
Type: Case Study
Rating: (0)

Overview: Since launching in 1977 Geneva-based Caprinco has become one of Europe’s most innovative independent asset managers. Traditionally its core customer base has been high net worth private clients such as entrepreneurs, corporate chief executives, and wealthy families, many of them based in Belgium, France, Luxembourg, Spain, and Switzerland. But Caprinco’s reputation as a creative asset manager—able to use the full spectrum of traditional and alternative investment funds, as well as structured products, to provide tailored solutions and consistently high returns—is attracting a growing number of life insurance, pension fund, bank, and nonprofit institutional clients too. And key to Caprinco’s success in servicing its expanding and diversifying client base is a sophisticated technology framework from Advent Software.

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