SG Hambros - Case Study

SG Hambros Bank Limited, part of Societé Générale Private Banking, provides comprehensive wealth management services to around 8,000 clients throughout Europe. In 2001, the bank decided to optimise and enhance its discretionary and advisory portfolio management to improve efficiency and service quality for its private banking customers.

This Case Study examines how the Triple'A Plus solution helped SG Hambros to:

• - Optimise and automate its portfolio management operations.
• - Provide a platform accessible from different SG Hambros locations.
• - Ensure a consistent investment policy for discretionary portfolio management activity.
• - Give the portfolio managers a tool that would allow them to be more productive and to better serve their clients.
• - Provide a solution to manage a large number of portfolios with numerous client, legal and investment constraints.
• - Improve private banking client reporting.

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