Solutions adapted to your needs

Finamic offers complete solutions for family offices, pension funds, asset managers, trusts and all other financial intermediaries. Thanks to its 20 years of experience, Finamic has developed 3 solutions perfectly adapted to the specific needs of its clients.

Family Office

Consolidate your clients' assets while controlling risks, performance and costs.

Asset Manager

Control the regulatory aspects of your clients, monitor and manage their portfolios.

Dealer Broker

Take advantage of the Omnibus functions and fully play your role as a custodian bank.

You are our priority

Finamic has been able to create a relationship of trust with its customers. They are all true partners.
Always attentive to their needs, and based on more than 20 years of experience, Finamic offers 3 distinct solutions in perfect harmony with their expectations.

"Finamic has been able to provide us with a tailor-made solution that has satisfied our most demanding customers, as well as a valuable accompaniment in the rapid evolution of our customers' demands."

Luca Farinella, V3 Capital Partners LLC (a Geneva Family Office)

"Finamic was able to provide us with a tailor-made solution that allowed us to control our risks as well as those of our clients deposited with several custodian banks. The presence of numerous quality datafeeds significantly facilitates our work.

Swiss asset manager

"Finamic has provided us with a flexible and easy-to-use solution to manage our omnibus portfolios, the security accounting of each of our clients, the management of brokerage commissions and quarterly invoicing. Our clients also appreciate the ability to connect to their portfolios through a customizable e-banking platform."

International dealer broker

Discover our products

Discover our team

Contact us to know more

Tell us about your needs and we will guide you to the most suitable solution.
Our modular approach will allow us to offer you the best service.