ECP relies on Allocare AMS...
Altishofen (LU), 12th October 2018 – European Capital Partners (Luxembourg) S.A. relies on Swiss software for Wealth and Asset management
The investment and boutique management specialist ECP (Luxembourg) S.A. is implementing the Swiss Wealth & Asset Management software Allocare AMS for its portfolio management activities. Allocare AMS is a state-of-the-art portfolio management and reporting software that is widely used in the Swiss and international financial sector by many banks as well as wealth and asset managers. ECP expects to achieve a more automated approach to managing their portfolios, as well as enhanced collaboration with Swiss cooperation partner Colombo Wealth Management S.A., an asset manager and family office in Lugano, Zurich and Geneva.
The ECP Flagship Fund, a European equity fund based on the Value approach and an important ECP product, is already being managed with Allocare AMS, including pre- and post-trade compliance. All other fund management activities of ECP will also be successively supported with the new software tool.
CEO Léon Kirch expects the use of Allocare AMS will further increase efficiency for his organization and sees the opportunity to consequently expand ECP's business: "With our small team and constantly growing regulatory requirements in fund management, we rely on the use of efficient automated processes. We need to control the risk for our customers all the time but also to act fast enough in the markets to take advantage of opportunities. We will also be better positioned to further expand Third Party ManCo Business as a business activity within our organization. In all these topics, the standard product Allocare AMS with its interfaces to market and fund data offers us great support."
The CEO of Allocare AG, Peter Staub, is also confident: "With ECP (Luxembourg) S.A. we can further strengthen our market presence in the Luxembourg financial market. We look forward to supporting the highly entrepreneurial ECP with its diverse portfolio management activities in the area of equities and private equity."
Allocare already has other client relationships in Luxembourg and intends to further increase its presence in this market over the next few months. Banks, fund companies and family offices are target customers who could benefit from the Allocare AMS software. Allocare AMS not only supports various institutions in the implementation of regulatory requirements such as MIFID II and the review of UCITS fund rules, but also in the area of risk management and performance measurement.
About ECP (Luxembourg) S.A.:
The ECP (Luxembourg) S.A. is a fund and asset management boutique founded by Luxembourg entrepreneurs with a focus on European equity investments but also private equity investments for international investors. ECP also offers Management Company Services for Luxembourg third-party funds. CEO / CIO Léon Kirch has more than 15 years track record in European Value Investments and has managed European equity funds for large institutions for many years before joining ECP.
About Allocare AG:
Founded in 2001, Allocare AG is a Swiss software company and one of the leading providers of wealth and asset management software on the Swiss market. More than 40 software developers, business analysts and financial experts work at the Altishofen (LU) and Zurich sites. Professional, highly specialized teams develop innovative solutions around the proven standard software Allocare AMS and the browser-based tool Allocare WEB.
The customer portfolio of Allocare consists of more than 50 mostly longstanding clients in the banking, insurance and asset management business in Switzerland and abroad.
ECP (Luxembourg) S.A.
35 A, Avenue John F. Kennedy, 1855 Luxembourg
Léon Kirch, firstname.lastname@example.org, Tel. +352 27 84 36 43
Kantonsstrasse 3, 6246 Altishofen
Peter Staub, email@example.com, Tel. +41 62 748 65 72