Capitects Logo

Responding to the challenges of risk-return decision-making under volatile market conditions:
 

  • PRIVATE BANKERS: added-value advisory and multi-period optimization of private investors’ portfolios.
  • RETAIL BANKERS: marketing and distribution of financial products, monitoring of products and portfolios, MiFID and UCITS compliance.
  • FINANCIAL PLANNERS: multi-period optimization of investors’ portfolios, ALM of private clients’ wealth.
  • PORTFOLIO MANAGERS: combining strategic and operational asset allocation, consistent simulation of actual portfolios comprising structured investments, investment and reallocation strategies over time.
  • INSURANCE COMPANIES: achieving advanced modeling of Assets in the context of Solvency II and ALM processes.