New IT Platform
Patrimony 1873 SA has implemented the PM1 platform of Expersoft Systems AG with effect from 1.1.2021. PM1 is a Multi-Custody Portfolio Management system designed for professional Portfolio Managers and offers a consolidated view of total wealth across different custodian banks with drill-down and risk/performance figures. PM1 also supports the advisory activities through customized processes guiding the identification of client’s (lifecycle relevant) goals and objectives and the creation of tailored and sustainable investment solutions.
with reference to the spread of Covid-19, we would like to inform you that:
Patrimony 1873 SA has adopted all measures necessary to ensure to its employees a working environment in line with the official guidelines issued by the health authorities and the EFG Group. Work From Home through secure remote access is in place for the entire staff, presence in the office has been reduced to the minimum and all measures necessary to deal with the COVID-19 emergency have been put in place without delay.
Such measures are directed to ensure to our clients the continuity of our services in this moment of financial market turbulences. Our Family Wealth Managers in close collaboration with our Asset Management department are constantly monitoring the evolution of the situation, putting in place all the measures necessary to protect the value of our clients' investments. We are happy to assist you. You can contact us via the usual phone numbers. We wish you, your family and friends that you stay safe and look forward to supporting you in these challenging times.
Patrimony1873 is a wealth management company controlled by the EFG Group and supervised and licenced as a securities dealer by FINMA.