WEALTH
OUR “WealthTech” SERVICE IS DEDICATED TO FUND MANAGERS, PRIVATE BANKS, INSTITUTIONALS, CIFs, FAMILY OFFICES, BROKERS, COMPANIES and HOLDINGS.
A unique “premium” offering for your portfolios and funds integrating market behavioural bias, momentum and technical analysis.
<< We help wealth managers combine human expertise and technology to generate ideas and performance >>
Rivoli WM provides a real “trading room” and a “back/middle” to all the distribution networks of savings and advisory professionals. The aim is to provide them with unrivalled market depth and thus benefit from a desk of fundamental, financial and technical research analysts on more than 32,000 UCITS and more than 100,000 international assets.
Rivoli WM is a technology that uses more than 50 algorithms. They take into account optimal timing management in order to take a new upward or downward movement and thus optimise the entry and exit points in the portfolio. This leads to a mechanical decrease in portfolio volatility and a better Alpha for a better “absolute performance”. The end result is to be able to offer “real” added value to your clients with 100% open-architecture and differentiating management.
Extra-financial data
Environment | Social | Governance | ESG |
36,50% | 40,71% | 44,49% | 39,36% |