Back to all announcements

Vestor selected by Private Bankers as strategic software for their new wealth management company

Bernard de Romrée executive at the Caisse Privée Bank in Belgium and Pierre Vansteenkiste former managing director of Banque Privée Edmond de Rothschild, Luxembourg are respectively COO and CEO of Axitis, a portfolio management company based in Brussels, Belgium. They have selected Vestor, the advanced asset management service to manage the portfolios of their customers.

Thanks to Vestor Axitis will benefit from the "opinion driven individualized asset management" as an outsourced service.

"With Vestor, we can input our opinions of the market trends and the system will automatically identify the best transactions to execute on any portfolio. This will greatly enhance our productivity on such tasks without compromising the individualization. People come to us because we can spend time with them, we need adapted tools or services that will save us time." says Bernard de Romrée who adds "The sophistication of the portfolio profiling mechanism in Vestor will certainly improve our credibility towards large institutional customers as well".

Vestor allows to implement a consistent and transparent investment strategy, every suggestion proposed by the system is motivated in a report which is stored with all the other decisions. "The possibility to generate a report justifying any decision taken in the past will be appreciated not only by our customers but also by the control authorities. Today, we have to be able to justify and control any decision on portfolios." says Pierre Vansteenkiste.

Philippe Gonze CEO of Sapiens Tech adds : "This success is another evidence of the strengths of our concepts. The new approach of the asset management introduced by Vestor brings a real business advantage to our customers."

Vestor is a service developed by Sapiens Tech a company based in Luxembourg dedicated to develop innovative solutions in asset management for the financial industry.