Neue Helvetische Bank goes live with Global Fund Services
Neue Helvetische Bank recently began using SIX Securities Services’ Global Fund Services. As a consequence, they now benefit from a single interface to a wide range of fund processes.
Effective immediately, SIX Securities Services – Switzerland’s post-trade service provider – will process all fund transactions for Neue Helvetische Bank. The bank, which was founded in 2011, focuses on asset advisory, asset management, corporate finance and research services. Based around a modular asset class structure, it attaches high importance to the fund business as part of its asset management offering.
By using SIX Securities Services’ Global Fund Services, they can now process all fund transactions, such as transfers, subscriptions and redemptions, as well as asset servicing for traditional funds and alternative investments from a single source.
Doris Donnelly, Head of Securities Back Office at Neue Helvetische Bank: “The key factor for us was SIX Securities Services’ one-stop-shop approach and the ability to access their specialists’ wealth of experience and knowledge at any time.”
Valerio Roncone, Head Markets & Clients, SIX Securities Services commented: “We are convinced that we can use our expertise and high level of product automation and standardization to allow Neue Helvetische Bank to focus even more on its core activities.”
About Neue Helvetische Bank
Neue Helvetische Bank AG, founded January 2011 and domiciled in Zurich, is an independent bank. Its offering encompasses services in the areas of asset advisory, asset management, corporate finance and research and it aims primarily to cater to the needs of entrepreneurs and former entrepreneurs as well as to qualified private investors. Neue Helvetische Bank is owned by its founding partners, Board of Directors, management and employees.
As part of its advisory services, it provides an active advisory (brokerage) service as well as traditional private banking services. Its asset management offering comprises both asset management mandates in line with its own asset allocation and investment strategy, as well as tailor-made individual mandates.
With its corporate finance services, Neue Helvetische Bank focuses on the Swiss capital markets, targeting SMEs and small- and mid-cap companies. Its core services include corporate finance (equity and borrowing), individual advisory services for corporate acquisitions, sales and mergers, as well as solutions in the area of investment management, employee participation programs and market-making mandates.
Neue Helvetische Bank's Research Services area focuses on providing primary analysis of small- and mid-cap companies in the Swiss capital market.