Global financial services company


The Customer

A Group that provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of a Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank.

The Need

The customer’s award-winning portfolio analysis and risk management system uses advanced analytical tools to measure risk and performance across fixed income, commodities, equities and foreign exchange.The customer required deep dive gap analysis of the analytics they had in house compared to the analytics used in AIFMD Annex IV,  Form PF and Opera reports. 

The AQMetrics Service Benefits

In 2013 AQMetrics provided the Customer with an on-demand knowledge base and synopsis of the synergies between AIFMD Annex IV,  Form PF and Opera reports and the analytics build out required by the Customer across the three areas.