Innovative solutions for Investment & Wealth Management
P-Strategic Financial Allocation SA, founded in 2009, is based in Lugano, Switzerland. It offers innovative solutions to family offices and financial institutions in terms of product and services to satisfy their customer requirements by effectively supporting investment decisions, portfolio management activity as well as the various regulatory aspects.
Our deep financial market competence complemented with internal state-of-the-art IT expertise delivered IRIS, a single fully integrated and multiple user solution for investment and wealth management.
"The growing complexity of financial instruments, the globalization of the markets and the increase in regulations in addition to more demanding customers, have led to profound changes in the financial marketplace. Professional skills and integrated systems are now a must for companies operating in this business."
CEO & Founder
To ensure the highest quality of professional services to satisfy customer's needs and to establish a long-lasting relationship of trust, the company bases its foundations on the following key values.
The long and consolidated international investment and risk management experience allowed P-Strategic to internally develop sophisticated proprietary models of risk and performance analysis, strategic allocation and reporting. Our financial expertise, data management and IT skill sets, and our continuous focus on market trends allows us to meet on time new business needs, aligned with latest regulations as well.
Not related to any bank or other financial institutions to ensure lack of conflict of interests and absolute confidentiality.
Models and systems evolve in a timely fashion on the operational needs of the market and on the basis of new regulations and customer expectations. The technical platform is always up to date to guarantee security, performance and speed of implementation of new features. Workflows are designed to meet usability and operational effectiveness.
We ensure the highest quality of our deliveries and software by designing, developing and testing any feature throughout a well processed interdisciplinary approach. Same "philosophy" is applied to data management and support. Our team is based in Switzerland.
CEO & Founder
With a degree in physics (ETH, Zurich, Switzerland) as well as in Economics (HEC, Lausanne, Switzerland), Giovanni has a 25 year of investment experience in the financial industry. He has been managing director and senior portfolio manager at UBS. Previously he was global head of Fixed Income quantitative research. He was a member of the Board of Directors of UBS Asset Management in Italy and represented UBS on different committees of other major banks. He is also teacher of finance for CAS, Certificate of Advanced Studies by Università della Svizzera italiana, Lugano Switzerland and for the Master of AIFO, Associazione Italiana Family Officers, Milan Italy.
Business Director & Partner
After studying at the Faculty of Medicine in Milan, Norberto has gained significant business experience at domestic and international level initially in Sales & Marketing managerial positions moving then to Business Management and to Managing Director roles for the last 10 years. In particular he spent almost 25 years in Reuters with increasing level of responsibilities until he was appointed Managing Director for EMEA West. Since 2008, he was involved, as a partner with business responsibilities, in entrepreneurial initiatives devoting in these his ability to translate business objectives into bottom line results.
IT & Software Development Director
Stefano Da Re
Data Integration & Customer Support Manager
Data Analyst & Customer Support Executive
Junior Application Developer
IRIS is an innovative web based service supporting the overall activity of wealth managers, institutional investors and family offices by offering multi asset and client management functionalities, integrated with a complete suite of risk and performance analysis, compliance monitoring and flexible reporting.
Natively designed as a single integrated tool, IRIS effectively supports activities such as client acquisition, investment advisory, portfolio management, trading, back office, compliance, cost and revenue analysis, enabling efficient and flexible workflows.
Risks and performance analysis
Cost and revenue analysis
To support both workflows and specific activities within a single tool.
Family officers and their clients with specific access rights
Risk and compliance officers
To support the different functions in their daily job.
Easy to use and customize
Automated data upload
Full customization of the automated monitoring
Scheduling of massive production of customized client reports
Risk profiles and contracts on line
Encryption and storage of documents
Customization of web views and client reporting
To improve the effectiveness of the users.
Comprehensive and innovative
Full financial asset coverage and alternatives (Private Equity, Real Estate, Arts & Collections...)
State-of-the-art models of risk and performance analysis
Pre and post trade checks
Cost and revenues analysis
Fully customizable reports
Internal users with specific access rights
Web access to clients
To enhance the service to clients.
IRIS Integrated Workflows
The continuous development of the international financial markets, led to an increase of the wealth complexity of both private individuals and institutions requiring deep analytical capabilities.
Regulations require more and more controls and documentation. Customers require more detailed information, efficiency in management and high technical expertise.
This evolution lead us to create IRIS as single tool enabling the various institutions to operate efficiently and provide highly professional services to their customers.
Foundations & Trusts
have specific client or regulatory needs and specific internal workflows across the teams: IRIS efficiently enables such flows of tasks. With IRIS, monitoring the compliance to laws or to guidelines, stress testing market scenarios on portfolio and simulations, aggregate portfolios across banks or even other type of assets like real estate, private equities or art, and produce personalized client report with different level of details, becomes available on-line in a single tool, 24x7 and globally.
Financial engineering and market complexity require increasingly sophisticated analysis tools: investing, managing risks and understanding performance exceed the "MS Excel" capabilities. Regulations push for more efficient integrated systems.
A highly professional and independent global consultancy requires more and more specialized supports to meet the growing needs of our customers.
Differentiating in the quality of advice is crucial with increasingly demanding customers, without forgetting the growing regulatory duties.
Differentiating in the quality of service offering in an overcrowded industry protects margins and assets under management. The quest for efficiency leads to the integration of multiple services.
An independent and professional financial advice is an effective add-on in the decision process which requires the utmost confidentiality.
Foundations & Trusts
P-Strategic Financial Allocation SA
Via Pretorio 9
6900 Lugano (CH)
This document was prepared by P-Strategic Financial Allocation SA (“P-Strategic”). The information contained therein is for informational purposes only. No information published constitutes a solicitation, an offer or a recommendation to purchase or sell any investment instruments, to effect any transactions or to conclude any legal act of any kind whatsoever.
P-Strategic retains all right, title and interest (including copyrights, trademarks, patents, as well as any other intellectual property or other right) in all information and content (including all text, data, graphics and logos) published in the document. Individual pages and/or sections may be printed for personal or internal use only, and provided that such print outs retain all applicable copyright or other proprietary notices. All users must not modify, copy, transmit, distribute, display, perform, reproduce, publish, license, transfer or use to create derivative works from or otherwise use in any other way for commercial or public purposes any information, text, graphics or programs obtained from this document without the prior written permission of P-Strategic.
P-Strategic makes every reasonable effort in order to obtain information that is considered reliable. Nevertheless in no way does it guarantee the accuracy, completeness, correctness and truthfulness of the information and opinions contained in this document, which can be amended at any time without prior notice. This information and these opinions are therefore provided purely for guidance purposes and in no way whatsoever do they constitute investment, legal or tax advice or any other type of advice. In no way whatsoever may persons that receive this document rely on it for the purposes of making investment decisions or any other kind of decision.
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