AM-One AG, which was launched beginning of May 2017 as a completely new outsourcing offer for the Independent Asset Manager community by Expersoft Systems AG, secured a cornerstone client: the three-time winner of the annual Bilanz Award for the Best Swiss Asset Manager, Lakefield Partners AG (www.lakefieldpartners.com).
“We have entered a challenging and complex phase in the financial intermediaries industry that includes greater regulatory requirements, ever growing need for superior risk management techniques and knowhow, and empowered clients that are ever more knowledgeable and demanding. After a long period of in-depth analysis of the available alternatives, we have decided on AM-One as it combines the power of PM1, the award-winning PMS & CRM software from Expersoft, and back office services provided through the specialist and well-established Dubris AG” says Vinicio Marsiaj, managing partner of Lakefield Partners AG. “We are very excited with this long-term partnership with Lakefield Partners AG – a leading firm in the Swiss Independent Asset Management business. They have a deep understanding of the asset management industry, are well versed in cutting-edge financial methods and academic research, and appreciate the need for ever greater industrialization of internal processes as a key requirement for success”, added Philipp Bisang, CEO of Expersoft.
About AM-One AG:
AM-One AG, an independent subsidiary of Expersoft Systems AG, is a bank-independent, privately owned and operated Swiss company offering a unique and affordable ‘one-stop-shop’ outsourcing solution for independent asset managers. AM-One combines complete asset management software with compliance, back office, implementation, and consultancy services. www.am-one.ch
About Expersoft Systems AG:
Expersoft Systems AG offers Portfolio & Wealth Management platform solutions and services for asset managers, banks, family offices and other financial services providers. With more than 200 employees, Expersoft is successfully operating in the market, serving more than 600 customers worldwide, headquartered in Cham with regional offices in Luxembourg, Stuttgart, London, Dubai, Singapore, Hong Kong, Panama and São Paulo. www.expersoft.com
About Lakefield Partners AG:
Lakefield Partners AG is an award-winning Swiss independent asset manager, based in Zurich. The company is supervised by FINMA and serves both institutional and private clients. Lakefield Partners is known for its long-standing quantitatively driven and systematic strategies. Lakefield Partners deploys its strategies via customized mandates and/or its Luxembourg UCITS-SICAV fund. www.lakefieldpartners.com