Saxo Bank expands offering for wealth management professionals to France
Tech-driven Saxo Bank, an expert in multi-asset trading and investment, launches PartnerConnect, a one-stop digital wealth management solution providing wealth managers in France with a fully digitalised multi-asset brokerage and custody solution, and advanced digital wealth management services. A tool designed to refocus on what matters most: creating a better financial future for customers.
With more than 30 years of experience and a proven track record in global capital markets, Saxo has developed a dedicated and fully digitalised wealth management solution for professionals in France.
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
"We are delighted to deploy our institutional offer in the French market. With Saxo's cutting-edge technology and access to global multi-asset markets, we help wealth managers digitise and grow their business. By combining agility, responsiveness, cost reduction, and simplification of operations, our platform enables them to serve more customers while improving quality of service and remaining fully compliant with current regulatory requirements." said Adam Moltrup, Head of Institutional Business – France, CEE and Switzerland.
Speed, transparency and performance
Our digital platform aims to meet the needs of demanding professional clients, looking for broker and custody services that are both efficient, transparent and compliant with new regulations.
A solution that also rhymes with cost and time optimisation for companies: the platform allows them to have an efficient client management system with digital communication without a large IT infrastructure, thus allowing them to focus on value-added tasks for customers.
Key features:
With a platform designed and developed for institutional clients; future Saxo partners will benefit from the following features:
- Broker and custody services from a trusted partner
Access to 70,000+ cash and margin products across global markets with a subsidiary of a licensed Danish bank as broker and custodian. - Digital onboarding and automated back end
Digital reporting, instant funds booking, and 365-degree consolidated statements while end-clients onboard completely online. - Reduced administrative burden
Fully digital services across advisory, portfolio management, client fee management, client reporting, asset servicing, and cash servicing operations. - Scalability and reduced in-house costs
Ability to keep pace with technological innovation and reduced overhead with our one-stop digital wealth solution for self-directed, advisory and discretionary business. - Regulatory Compliance & Reporting
Technology that complies with regulatory requirements across jurisdictions. - Flexible partner remuneration models
Flexible models that allow partners to set up a variety of end-client fee schedules, plus full cost transparency and competitive pricing for end-clients in our end-client app.
Saxo Bank, the French branch of Saxo Bank A/S. headquartered in Copenhagen, is one of the leading online stock exchange and investment companies. Saxo Bank focuses on facilitating trading and investing for private and institutional clients, providing them with seamless access to global markets by offering a diverse range of asset classes and tradable instruments.
As a technology-driven bank, Saxo is committed to becoming the preferred capital markets solutions provider for banks, brokers, independent and external asset managers, independent advisors, fund managers and prop traders.
At Saxo, we believe that access to global capital markets should be available to everyone, not just the select few. Our vision is to empower individuals to achieve their financial goals and make a meaningful impact. That's why we leverage cutting-edge technology to provide our customers with what they need, when they need it, through a user-friendly and personalized experience.
Saxo Group is licensed and regulated in several jurisdictions. Headquartered in Copenhagen, we operate in major financial centres, including London, Singapore, Amsterdam, Paris, Zurich, Dubai and Tokyo. Saxo has more than €105 billion in assets and employs more than 2,300 people worldwide.
Website: Wealth management solutions | Saxo
Linkedin: Saxo Institutional: About | LinkedIn
This publication has been prepared exclusively for advertising purposes by Saxo Bank, the French branch of Saxo Bank A/S., a public limited company incorporated under Danish law, supervised by the Danish Financial Supervisory Authority (DFSA).
This publication should in no way be considered as a recommendation to buy or sell any financial instrument(s), or as a suggestion of any particular investment strategy. As a result, it was not drawn up in accordance with the legal provisions adopted to promote the independence of investment research and its dissemination was not subject to any prohibition prohibiting the execution of personal transactions before its publication.
Acting exclusively as a broadcasting channel, Saxo Bank was not involved in any way in its development or exercised any discretion in its selection. As such, Saxo Bank does not provide any guarantee and declines all responsibility for the accuracy, correctness or completeness of this information. Any opinions or estimates expressed herein are those of the authors and do not reflect the views of Saxo Bank. No conflict of interest that could affect the objectivity of the analyses disseminated was identified. Subject to applicable law, neither the information contained nor the analyses expressed therein shall engage the responsibility of Saxo Bank. All opinions expressed are subject to change without notice (either prior or subsequent).
In making this information available, Saxo Bank has not taken into consideration the investment objectives, financial situation or needs of any particular recipient. As such, none of the information contained in this publication should be considered as a personalized investment recommendation addressed to any particular recipient. Any past performance mentioned in this publication is not consistent and is not a guarantee of future performance. Saxo Bank accepts no liability for any trading loss incurred by a recipient in connection with an alleged recommendation.
This disclaimer is subject to Saxo Bank's full disclaimer available at https://www.home.saxo/fr-fr/legal/legal-notice/legal-notice.