vermoegensverwaltung - SynoFin Risikomanagement Service AG

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Our Services for
Wealth Management
The ever-increasing regulatory requirements pose major challenges, especially for smaller market participants. With our modular services and solutions, we offer you optimal support in all risk management matters - cost-effectively, qualitatively and reliably.

Corporate Risk Report - opRisk Tool

A systematic assessment of the risk situation is carried out at least once a year and a corresponding risk report is prepared for the company's management and the auditors.
With the opRisk tool, the risk potential relevant to your business model and the relevant risk categories are developed and evaluated in a 2 hour long risk assessment.
The Corporate Risk Report is available to you at the push of a button.

Risik Management Service (Delegation)

As a licensed risk manager according to AIFMG by the FMA Financial Market Authority of Liechtenstein, we are allowed to delegate your risk management. SynoFin has the appropriate organizational structure and employs proven risk management experts and you can concentrate on your core competencies such as portfolio management and customer service.

Investment compliance

The requirements for a timely and reliable verification of regulatory, fund-specific and company-internal investment compliance result from your business model, your client structure and your investment universe. With the RiskMan Investment Compliance module, you can obtain results on compliance or restriction-violation of instruments at company, fund and financial level at the push of a button.

SRRI (Synthetic Risk Reward Indicator) Calculation

The RiskMan module SRRI enables you to efficiently calculate, control and publish this standardized risk ratio. The Sliding Window Test enables you to react promptly to the investments in your portfolios and/or in your investor information. This provides you with the advantages of targeted investment decisions as well as the reduction of KIID changes.

Risk Training

Experienced risk management practitioners provide you with an overview of relevant risk management topics tailored to your needs and business model. Both in-house and organized through your organization.

Modul 1: Risik Management Basics
Modul 2: Corporate Risik Analysis
Modul 3: Market Risik Management
Modul 4: Risik Management of Structured Products

Are you interested or do you have any questions?
Make an appointment now.
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