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.
We were very satisfied with the actual back test on the Management offer and we are discussing internally to build with you a first dedicated UCITS (Undertaking for Collective Investment in Transferable Securities) for our clients.
A decision support offer for our Dedicated Funds. TOP!
A neutral and objective view of management. As a bonus, a nice transition of my business model.
Our Office was looking for a simple and efficient outsourced solution for our GP branch. After having been reassured about the confidentiality of our client files, the Real Test in delegated management with the Luxembourg FAS, we were largely satisfied with the efficiency and professionalism of the team.
satisfied with the efficiency and professionalism of the team.