Innovative solutions for investment & wealth management
2009
Foundation
Switzerland
Based
XY
Clients
P-Strategic Financial Allocation
Company
Financial & IT
Internal Expertise.
We offer 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
Giovanni Pagani
CEO & Founder
"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."
Key Values
Competence
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.
Key Values
Innovation
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.
Key Values
Quality
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.
Solution
IRIS
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.
Meet the Team
Our Internal Team of financial, business, engineering, data analysis and marketing experts is not related to any bank or other financial institutions to ensure lack of conflict of interests and absolute confidentiality.
Giovanni Pagani
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.
Norberto Ronchi
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.
Alessandro Gobbi
IT & Software Development Director
Stefano Da Re
Customer Support Manager
Saul Greci
Systems Engineer
Tommaso Agugiaro
Data Analyst & Customer Support Executive
Mattia Ronchi
Marketing Executive