We are very pleased to announce our new partnership with Wealth Management Zurich (WMZ). This new agreement offers our Wecan Comply clients an additional range of solutions to meet the challenges of FINMA (Swiss Financial Market Supervisory Authority).
With the deadline for FINMA application in sight, taking the necessary steps to obtain FINMA licensing is a top priority for all External Asset Managers and trustees. There is often a lack of internal expertise to meet compliance and risk management requirements.
In this context, Wecan is glad to announce its collaboration with Wealth Management Zürich AG who will not only accompany you with your FINMA licensing but also input your compliance data in the Wecan Comply platform to exchange with your banks.
Wealth Management Zürich AG will not only support you in obtaining the FINMA license and as a competent partner in risk and compliance outsourcing, but will also take care of the implementation and maintenance of your data on the Wecan Comply platform, so that data quality is always guaranteed and the exchange with your custodian banks runs smoothly.
13 custodian banks already work with Wecan Comply and over 80 EAMs use the platform to exchange daily with their banks.
About Wealth Management Zurich
Wealth Management Zurich (WMZ) is a financial services provider with a comprehensive range of services for Swiss independent asset managers (EAM).
Thanks to the modular offering structure of WMZ, you as EAM can flexibly put together the service modules you need, i.e. according to your individual needs.
WMZ sees itself as a “one-stop shop” for every independent asset manager who faces the new regulatory environment. The WMZ team has more than 100 years of experience together in wealth management and banking. Your contact persons at WMZ know from their own experience the challenges facing independent asset managers today.
At WMZ, you will be assigned a personal advisor who will serve as your single point of contact and address all your concerns across all modules.
You can count on WMZ’s principles of independence, flexibility, cost efficiency and absolute transparency.