Empowering
Wealth
Managers

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Evooq

Pronounced as [/e.vɔ.k/]


Evooq provides investment solutions and a wealth management platform to financial institutions such as banks, independent asset managers and pension funds.

Led by an experienced team of professionals with background from private and investment banking, banking technology and regulatory advisory, we are passionate about empowering wealth managers.

 
 
 
 

Offering


Evooq offers expertise in two distinct areas: The structured products value chain and the cutting-edge technology for the advisory and investment process.

 
 
 
  Circle:  The Structured Products Value Chain

Circle: The Structured Products Value Chain

 
  Sharp:  The Cutting-Edge Technology for the Advisory and Investment Process

Sharp: The Cutting-Edge Technology for the Advisory and Investment Process

 
 

Evooq allows wealth managers to improve their investment capabilities by seamlessly combining investment expertise with technology. Evooq´s two offerings - Circle and Sharp - can be provided as a single integrated solution or in a modular approach depending on clients’ unique needs. 

 
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Circle is Evooq’s dedicated offering covering the entire structured products value chain.

 
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Your Needs

  • You seek personalized investment advisory for all types of structured products tailored to your specific needs and demands.

  • You need bespoke structured products across a wide range of cross-asset underlyings and issuers, aiming for best execution.

  • You wish to increase efficiency across the entire structured products value chain (from idea to investment).

 
 
 

Our Offering

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  • We offer prime advice from our experienced and highly specialized investment professionals and will help you to identify and design the right structured product for you, independent of the asset class, maturity, or issuer.

  • We explore carefully selected investment themes together with tactical ideas to generate added-value for our partners in a portfolio context.

  • We have established long lasting relationships with more than 20 issuers (domestic and international) allowing us to deeply understand the key strengths of the issuers for given investment targets, and to secure the best execution for our clients in any market structure.

  • We provide an established technology platform with automated management of structured products and with a high degree of efficiency throughout the entire life-cycle of a product. For example: create and receive timely notifications of events on a product level, analyze risk for portfolios, generate personalized proposals, and others.

 
 
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Sharp is Evooq’s cutting-edge technology platform for wealth managers.

 
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Your Needs

  • You want to transform regulatory challenges into business opportunities.

  • You seek to increase growth potential by digitizing the investment process, simulating portfolio adjustments, conducting portfolio rebalancing and creating customized investment proposals in line with preferences, restrictions and risk profiles.

  • You aspire to incorporate your market views into your client portfolios while streamlining your advisory and portfolio management processes.

 
 

Our Offering

 
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  • We enable a comprehensive digital experience for professional wealth managers, covering all key steps of the investment process: from client profiling, through product and portfolio assessment, via portfolio construction and optimization, to suitability and health checks, monitoring and reporting.

  • We provide a flexible Wealth Management platform according to your specific context, either as a single integrated offering or as separate modules, leveraging on our real-time and cloud-based risk engine.

 
 

Past and Future


2019

 
  Circle:  Building on our structured products expertise, we will expand our offering with cross-asset investment advisory.

Circle: Building on our structured products expertise, we will expand our offering with cross-asset investment advisory.

 
  Sharp:  We will extend our comprehensive Wealth Management Platform beyond the investment and advisory process.

Sharp: We will extend our comprehensive Wealth Management Platform beyond the investment and advisory process.

 
 
 

2018

Evooq officially established by integrating the services and partner relationships of Global Financial Products AG. Our goal is to assist wealth managers on the investment side (focus: structured products) and to empower them with our wealth management platform (focus: investment process).

2011

Global Financial Products AG was founded in January 2011 to serve banks, asset managers and pension funds with individual solutions in the area of structured products that are tailored exactly to the specific client needs.

 
 

Contact Us

Evooq SA
Tödistrasse 44
8002 Zurich
Switzerland
+41 44 421 10 50

Evooq SA
Avenue de la Rasude 5
1006 Lausanne
Switzerland
+41 21 312 70 15 

Evooq Wealth Management Finance Service and Technology