The core activity of Auxilium Wealth is to provide comprehensive ecosystem services to private banks, asset managers and family offices, enabling them to offer holistic advisory and wealth management services. This includes the development and operation of scalable platforms and infrastructures that enable the connection of customer needs with the best product and service providers worldwide, as well as the provision of risk management and due diligence capabilities.
AI-generated
Offering
Products & services
Industry:Financial Services
Outbound Leads by COHAGA
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Platform for secure and efficient matching of client needs with global product and service providers; building an ecosystem, selecting providers, reporting and integration into the bank environment.
Content sourcing and knowledge library
Continuously updated content library for specialists, relationship managers and clients; sourcing, structuring and packaging of content, and delivery via WealthPlace or the AI chatbot Wealth Assistant.
Risk management for advisory and brokerage processes
Solutions for regulatory, fiduciary, liability and operational risks; due diligence, country manuals, reporting, operational controls and cross-border frameworks.
Provider due diligence and monitoring
Comprehensive due diligence during the onboarding of third-party providers, with annual deep-dive reviews, ongoing monitoring of risk flags and monthly reporting.
Knowledge
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