Fintech meets regulatory
March 14, 2017

SwissComply, the leading provider of regulatory services for asset managers, is joining the fintech company Evolute to form Evolute Group AG. They say this merger of regulatory and fintech services creates a platform provider for asset managers that combines comprehensive regulatory services with digital technology.

The newly combined company Evolute Group AG will be based in Zug (Switzerland) with further corporate sites in Zurich (Switzerland) and Lviv (Ukraine), and will have Kaspar Wohnlich as its Chief Executive Officer. The Board of Directors is made up of fintech entrepreneur Michael Hartweg, former Microsoft Switzerland boss Peter AC Blum (President of the Board) and financial expert Kathleen DeRose.

Combining the two specialists creates a unique range of digital wealth management services, the official release detailing the merger says. These are based on the expert knowledge provided by SwissComply, which has offered services for asset managers, family offices and banks in the areas of compliance, risk management, IT and back office since 2013, and also the one-of-a-kind solution from Evolute, which has developed a currently unique hybrid technology for tailor-made portfolio optimization. This technology makes use of humans and machines to an equal extent, at maximum efficiency.

Wohnlich explains: "The merger allows us to combine the most innovative approaches from the areas of technology and also compliance and risk management, in order to create a unique and modular solution. The combination of the best of both these worlds enables us to offer our customers exactly what they need today: regtech and fintech from a single source. This makes it possible to save costs in times of declining margins by increasing efficiency, while at the same time ensuring our customers are well prepared for future regulatory change."

Hartweg adds: "We are creating a solution for asset management that redefines the customer experience through both traditional and digital channels, and which can be applied consistently along the entire value chain. With our innovative solution, we are taking an important step in terms of the much debated digitization and industrialization of wealth management."





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SwissComply, the leading provider of regulatory services for asset managers, is joining the fintech company Evolute to form Evolute Group AG. They say this merger of regulatory and fintech services creates a platform provider for asset managers that combines comprehensive regulatory services with digital technology.

The newly combined company Evolute Group AG will be based in Zug (Switzerland) with further corporate sites in Zurich (Switzerland) and Lviv (Ukraine), and will have Kaspar Wohnlich as its Chief Executive Officer. The Board of Directors is made up of fintech entrepreneur Michael Hartweg, former Microsoft Switzerland boss Peter AC Blum (President of the Board) and financial expert Kathleen DeRose.

Combining the two specialists creates a unique range of digital wealth management services, the official release detailing the merger says. These are based on the expert knowledge provided by SwissComply, which has offered services for asset managers, family offices and banks in the areas of compliance, risk management, IT and back office since 2013, and also the one-of-a-kind solution from Evolute, which has developed a currently unique hybrid technology for tailor-made portfolio optimization. This technology makes use of humans and machines to an equal extent, at maximum efficiency.

Wohnlich explains: "The merger allows us to combine the most innovative approaches from the areas of technology and also compliance and risk management, in order to create a unique and modular solution. The combination of the best of both these worlds enables us to offer our customers exactly what they need today: regtech and fintech from a single source. This makes it possible to save costs in times of declining margins by increasing efficiency, while at the same time ensuring our customers are well prepared for future regulatory change."

Hartweg adds: "We are creating a solution for asset management that redefines the customer experience through both traditional and digital channels, and which can be applied consistently along the entire value chain. With our innovative solution, we are taking an important step in terms of the much debated digitization and industrialization of wealth management."



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