evolute.com +41 44 515 97 00

 

Evolute provides a comprehensive digital wealth management solution for independent wealth managers and banks.

 

Market challenge
Regulations and technology drive the future

Wealth management is undergoing fundamental change. Efficient processing and automation relieve clients and advisors from regulatory and administrative tasks. Clients become more demanding in terms of the service quality and how they interact with their advisors.

Solution
One-stop shop

Evolute’s unique solution combines intelligent technology, sound knowledge, and personal advice in a tailor-made and solution-oriented offering for wealth managers. Due to the merger with Swiss Comply, the leading provider of compliance and risk management solutions for Swiss financial institutions, we combine the best of two worlds in a modular one-stop shop.

We understand wealth management goals and processes. Evolute is a seamlessly integrated platform covering the entire wealth management value chain.

Evolute
Technology

Fully integrated digital wealth management platform

Evolute
Operations

Efficient data management and client servicing

Evolute
Services

Comprehensive compliance, risk management and legal services

Team
 

45+ professionals in Switzerland and Ukraine are fully motivated to service our clients

Board

Peter A.C. Blum Chairman

Kathleen DeRose Member

Michael Hartweg Delegate

Management

Kaspar Wohnlich CEO

Markus Bührer COO

Heinz G. Perren CFO

Martin Polasek CTO

Pascal P. Lemann CMO

Andreas Ruflin Head Product

Kaspar Wohnlich ad. int. Head Legal & Regulatory