Avaloq

Engaged but restless: What drives wealthy investors to switch providers? Wealthy investors are more active, more digitally confident and more willing to switch providers when expectations fall short. Our latest analysis reveals that 69% of affluent to ultra-high‑net‑worth investors have switched or are considering doing so. The findings show a clear pattern: Highly engaged clients expect seamless digital experiences, timely insights and rapid responses from advisers. Even small gaps in service quality can influence loyalty, especially among younger and digitally driven investors. In our new article, we explore what distinguishes loyal clients from switchers and how wealth managers can build stronger, more resilient relationships with active investors. #AvaloqCommunity #WealthManagement #ClientExperience #Insights #Research

Avaloq wishes a happy Easter to all our clients, colleagues and partners who are celebrating this year. We hope you enjoy a wonderful holiday with your loved ones. Happy Easter! #AvaloqCommunity #Easter2026

We are proud to announce that our new client, CMB Monaco – a subsidiary of Mediobanca – is the first bank to go live on the integrated Avaloq and Aladdin® Wealth™ solution. The Monaco‑based private bank has successfully completed its migration to the Avaloq platform, integrating Aladdin Wealth's institutional‑grade risk analytics and portfolio tools. The go‑live is the result of close collaboration across all partners and a shared commitment to quality, creating a strong foundation for more personalized, insight‑driven investment services for CMB Monaco’s clients. Francesco Grosoli, CEO, CMB Monaco: “By adopting the integrated Avaloq and Aladdin platform, we are modernizing our systems, we are increasing productivity across our operations and modernizing our systems to deliver an outstanding digital experience.” Olivier PAGES, Chief Operating Officer, CMB Monaco: “Avaloq and BlackRock Aladdin are more than technology providers; they're trusted partners that help us stay ahead of evolving regulatory standards and meet the high expectations of our discerning clients.” Martin Greweldinger, Group CEO, Avaloq: “By combining the comprehensive capabilities of Avaloq with the Aladdin Wealth platform's advanced portfolio management capabilities, we have delivered a smooth and seamless launch that transforms the client experience.” Zachary Lerner, Head of International Aladdin Wealth Tech, BlackRock: “As the first go-live of the joint Avaloq and Aladdin Wealth solution, we are proud to bring our offering to CMB Monaco, one of the region's most distinguished private banks, to help them deliver a truly frictionless client experience.” Read the full press release: https://lnkd.in/ecT6DGSs #AvaloqCommunity #PrivateBanking #Technology #Innovation #Monaco

Avaloq wins the Overall Front Office Solution Provider category at the WealthBriefing European Awards 2026.   The judges selected Avaloq for delivering a comprehensive front‑to‑back ecosystem that brings together relationship management, digital channels, investment management and client lifecycle capabilities. Our platform’s integrated, automated and collaborative front‑office environment supports advisers in their day‑to‑day work, strengthens client engagement and helps wealth managers advance digital #transformation across the value chain.   Our colleagues William Rouse and Alia Gironi represented Avaloq at the gala event in #London to collect the award.   Thank you to ClearView Financial Media Publishing and the esteemed panel of judges for this recognition.   You can read more about our awards and industry recognition here: https://lnkd.in/dwK2jYJV #AvaloqCommunity #Awards #WealthManagement #Innovation  

Avaloq has been named World's Best Core Banking Provider for Wealth Management at the Euromoney Private Banking Awards 2026. We believe this reflects our long‑standing focus on helping our clients deliver high‑quality, scalable wealth management services. The Avaloq platform provides a unified foundation for front, middle and back‑office operations tailored for #WealthManagement. Our integrated architecture streamlines our clients' operations, supports complex advisory models and enables firms to operate across multiple jurisdictions on the same platform with built‑in #compliance. By automating workflows and reducing system complexity, our clients benefit from optimized operational costs and faster time to market for new products and services. Thank you to Euromoney for this recognition. We believe it reflects our commitment to providing best‑in‑class #software and services that enable our clients to build and scale their wealth management capabilities globally. To learn more about our approach to digital transformation in wealth management, read the latest article by Tobias Holetzko, Head of Strategy at Avaloq: https://lnkd.in/ee99HFYH #AvaloqCommunity #Award #Innovation #Technology

Avaloq has been named World's Best Core Banking Provider for Wealth Management at the Euromoney Private Banking Awards 2026. We believe this reflects our long‑standing focus on helping our clients deliver high‑quality, scalable wealth management services. The Avaloq platform provides a unified foundation for front, middle and back‑office operations tailored for #WealthManagement. Our integrated architecture streamlines our clients' operations, supports complex advisory models and enables firms to operate across multiple jurisdictions on the same platform with built‑in #compliance. By automating workflows and reducing system complexity, our clients benefit from optimized operational costs and faster time to market for new products and services. Thank you to Euromoney for this recognition. We believe it reflects our commitment to providing best‑in‑class #software and services that enable our clients to build and scale their wealth management capabilities globally. To learn more about our approach to digital transformation in wealth management, read the latest article by Tobias Holetzko, Head of Strategy at Avaloq: https://lnkd.in/ee99HFYH #AvaloqCommunity #Award #Innovation #Technology

We had the honour of celebrating 15 years of partnership with Baloise CH. We invited representatives of the bank and Avaloq colleagues for an evening of fine food and a hands‑on cooking workshop in the Swiss canton of #Solothurn. Our special guests were welcomed by Christian Haux, Beat Latanzio and Georges Roten, representing Avaloq.   Heinz Bader, Head of IT Services at Baloise, looked back on the bank's decision to select Avaloq as its core banking system and the early days of the initial migration. He highlighted the close collaboration required to ensure a successful go‑live and noted that the decision has clearly stood the test of time. He emphasized not only the #technology itself, but also the strength of the partnership and the ability of both teams to adapt together as requirements, markets and technology continue to change.   Our colleague Georges Roten reflected on the journey since the initial go‑live in 2010. Over the past 15+ years, Avaloq has served as Baloise’s core banking platform and the backbone of its operations. He highlighted the importance of trust, openness and close collaboration in our long‑term partnership and thanked the colleagues from Baloise for the confidence they place in Avaloq.   Thank you to everyone who joined us for this special evening - to Baloise for 15 years of trust, collaboration and shared success.   #AvaloqCommunity #Switzerland

A new paradigm is emerging in Taiwan’s wealth management market, driven by the shift toward stronger onshore capabilities. This set the focus for our joint event with NEC Taiwan in #Taipei, which brought together banks, #technology partners and regulators to discuss how the market is evolving.   The event opened with remarks from Eliza Chang (Avaloq) and Akira Yoshimura (NEC). Eliza then shared her perspectives on Taiwan’s market maturity, regulatory momentum and the role of initiatives such as the Asian Asset Management Center in supporting the development of onshore private wealth management. She was followed by Yi‑Cheng Kao, President of the Taiwan Academy of Banking and Finance (TABF), with a presentation highlighting Taiwan’s robust economic fundamentals.   A panel discussion moderated by Jason Wang brought together Dishen Wang (Avaloq), Stephanie Chang (KPMG), Happy Ho (DBS Taiwan) and Chuang ShunChing (China Trust Commercial Bank) to explore how banks are responding to rising client expectations, evolving advisory models and the realities of execution. The discussion focused on strengthening advisory standards, improving relationship manager productivity and building more client‑centric service models.   Dalston Leong then took to the stage to show how technology, including automation and AI, can help institutions scale advisory services while maintaining a high degree of personalization. The event concluded with closing remarks from Satoshi Terasawa of NEC Taiwan, who thanked the speakers and guests for their active participation.   Thank you to our guests and speakers for an insightful event. We look forward to continuing to support financial institutions in #Taiwan as they build and scale their private wealth management capabilities. #AvaoqCommunity

Avaloq wishes everyone celebrating Eid al‑Fitr a peaceful and joyful holiday with family and loved ones. As Eid al‑Fitr marks the end of Ramadan, we extend our best wishes to our Muslim colleagues, clients and partners who are celebrating over the coming days. #AvaloqCommunity #EidMubarak

Avaloq took part in two industry events in #Thailand and the #Philippines, where our experts shared insights on the future of #WealthManagement in these key growth markets through presentations and panel discussions. Organized by Hubbis, these forums were an excellent opportunity to exchange market perspectives with industry leaders and discuss how to strengthen #advisory capabilities and build scalable private wealth models tailored to local investor needs.   In #Bangkok, we were represented by Vibhooti Chaturvedi, Alex Aguinaldo, Tan Paweena Suchattrakoon, Jamie Sim, Dalston Leong and Joyce Ngiam. Discussions highlighted a clear shift in Thailand’s market: advisory is becoming a primary differentiator, integrated digital platforms are now essential for #scale and intelligent tools are reshaping how relationship managers prepare for and engage with clients.   In #Manila, our colleagues Pascal Wengi, Vibhooti Chaturvedi, Eliza Chang, Minco Domingo, Alex Aguinaldo and Edmundo Reyes took part in the Philippines Wealth Management Forum 2026. The agenda centred on how the wealth industry is evolving quickly amid tighter regulatory alignment, rising client expectations and the globalization of Filipino wealth.   Across both Thailand and the Philippines, strengthening advisory standards, building cross‑border capabilities and investing in scalable, client‑centric #technology remain central priorities as institutions prepare for their next phase of growth in wealth management.   Thank you to everyone who joined us at these events, and to Hubbis and Michael Stanhope for organizing. #AvaloqCommunity #events #Innovation #DigitalTransformation