Addfin aims to deliver the best institutional solutions for professional investors.
The profile of the wealth management service is merging with the institutional standards that a professional investor can expect. Institutional investment, used for example by pension funds, insurance companies, corporate treasuries and wealth funds, is driven by the guidance of industry prudence and corporate governance.
Service that is based on transparent and objective processes within each decision-making step will become the financial industry standard.
Addfin is creating and living this philosophy in each action we do within the firm, for the clients and for every stakeholder. There is a symbiosis between building cooperation to generate purchase power and staying legally and organizationally fully independent.
I have been involved within the investment and financial sector for over 20 years. I am convinced ADDFIN will revolutionize the financial market in this times where regulatory compliance forces wealth managers to take extreme meassures to maintain their business.Peter Hegglin
We specify, we build, we support
We know the financial market, wealth management and institutional investment thinking. We bring best institutional practices to the wealth management.
Applications & Tools
We develop tools for the financial market to enhance collaboration, efficiency and make compliance affordable.
We count with partners that provide services and solutions and are leaders in the financial market.
We offer support
We backup you. You can count on us for setup, migration, on-going business, resolving problems and creating your innovative solutions.