Wealth & finance International - Wealth & Money Management Awards 2017

www.wealthandfinance-intl.com 9 research and analytics. Our internal project management is supported by a web based platform called Trello. Zoho, again a web based service, is used for our sales and lead management needs as well as digital marketing, social media management and workflow automation.” Moving forward, Guido believes that supporting currently unserved sectors of the market will allow further diversification for B&B Analytics and mark it out as the best possible option for its clients, both existing and future. “With regards to the future, at B&B Analytics we believe that the space is which we offer our service is virtually unserved. Several providers claim to consolidate total wealth and provide risk analysis, but none can do so dynamically. To amend this, we recently rolled out AXLE, a complete wealth platform which can be delivered as a standalone tech platform, as an extension of client’s in-house team, or as a strategic partner to optimize client’s operations. “In addition, we have a suite of web-based and mobile applications for our end clients in the pipeline which would automate a range of our service offerings and offer instant resolution for most of our client needs. These developments will ensure that our clients receive the service they expect from our firm as we look ahead.” This client focused, bespoke approach starts from the moment the firm starts working with a new client to ensure that the overall outcome is successful, as Guido is keen to highlight. “When we first start working with a new client, we adopt a risk driven approach, i.e., we strive to understand client objectives and preferences in both qualitative and quantitative manner in context of their constraints and tolerances. “Just as an architect draws the plan of a house, we help design the shape and structure of the wealth setup through a rigorous interview process, aligned to the unique situation and needs of our clients. This also forms the basis of a bespoke asset allocation and investment strategy aligned with their goals and risk taking ability. We help discover and mitigate risks through systematic risk overlays keeping in mind all applicable constraints.” Technology is vital in the financial market, therefore B&B Analytics works hard to offer clients cutting edge solutions which meet their individual needs, as Guido explains. “For our end clients, we offer a sophisticated SaaS based modern GUI for efficient portfolio management. Internally, we utilise cutting edge statistical tools and software packages like R, Python, Matlab for Transparency. Safety. Performance. Navigating towards financial equilibrium.