Case Study

SG M&R SA

CLIENT PROFILE

Société de Gestion M&R SA (SG M&R SA) is an independent Wealth Management firm that was founded in 2010. The group Y. Rabinovici / C. Mardini is the major shareholder of the company.Société Générale Private Banking (Suisse) SA holds a minority stake. Thanks to this special relationship with the bank and as Mr Rabinovici and Mr Mardini previously spent most of their career within this structure, strong ties unite these partners.

Besides this unique relationship with the Société Génerale Bank, SG M&R SA also works with other first-class banks in various countries. SG M&R SA remains independent and autonomous in its relationships with its clients as well as in the set-up of its investment strategy. An open architecture guarantees a privileged access to the best funds and products available, whoever the manager, designer or sponsor.

The company is regulated by the Swiss Association of Assets Managers (SAAM), the leading national trade association of independent asset managers in Switzerland. The SAAM is itself regulated by the FINMA, the Swiss Financial Market Supervisory Authority. EY (formerly known as Ernst & Young) is the auditor of the company for accounting, code of conduct and AML purposes.

ADVANTAGES

  • Reduced overall risks and costs

  • Same format for all client statements

  • Ability to measure performance on-demand for consolidated portfolios.

  • Considerable time-saving in consolidation.

  • Reconciliation and order management.

“For Independent Asset Managers, time invested in client-facing activities is extremely valuable and trustfully with PMplus time used on non-productive activities is minimized”

GLOBAL EXPERIENCE

CONCLUSION

Besides the value of PMplus, SG M&R SA also values the relationship with SuisseTechPartners’ management and project team

“They are very responsive and willing to collaborate with us to enhance the product coverage.
In addition, they have delivered the project on time and within the budget”.