Independent Wealth

HP Wealth Management announces Implementation of Wize by Teamwork

HP Wealth Management and Teamwork have announced that the implementation of Wize, Teamwork’s all-in-one wealth and asset management solution, has been successfully completed.

Wize is a sophisticated Wealth Management platform, seamlessly integrating a Portfolio Management System, Reporting Tools, AML, digital onboarding under one umbrella and much more, the firms elucidated in a press release.

Stephane Schmid, Partner, HP Wealth Management, said: “We have worked very hard and in close cooperation with the colleagues at Teamwork to make the implementation a success. The functionalities and capabilities of the system are impressive, and we believe that this will put us in good stead to further improve the offering to our clients. The cooperation with Teamwork was very pleasant and they have been very responsive to our specific needs.”

Urs Brutsch, Managing Partner, HP Wealth Management, said: “The needs and demands of our clients, particularly in the Family Office segment, constantly evolve. With Wize, I believe we have made a wise decision (pun intended) and are convinced that the substantial investment in time, energy and money will further cement our position as one of the leading independent wealth managers in Singapore.”

Cedric Baiker, Founder and Managing Director, WIZE by TeamWork (Switzerland), said: “After more than 10 years developing our solution from Switzerland, we decided in 2019 to invest more heavily in APAC and to accelerate our development there (mainly in Singapore and Hong Kong at least initially). We had the chance to meet the HP Wealth Management team, and together we were able to take up the challenge they were offering us. With such a committed and professional team, the project and the collaboration went perfectly! We are so proud to put all our efforts at the service of such clients. Thanks to HP Wealth Management.”

Germain Chapart, CEO, Asia, TeamWork, said: “We would like to thank the entire HP Wealth Management team for their professionalism, their ability to listen and their respect. We admire their involvement in the project and the seriousness they have shown. They were able to bring together all the conditions that enabled us to successfully complete this project. The entire WIZE team is delighted to have such a client in its ranks! We share the same values and always seek to protect the interests of our respective customers! We are all convinced that this partnership will be a cornerstone of our development in the region.”