Digital Solutions

Sino Suisse incorporates AI in the investment approach which harnesses vast data, sophisticated algorithms, and continuous learning to enhance the investment experience and outcomes for our clients.

Technology is the linchpin in contemporary wealth management.

It offers unprecedented precision, efficiency, and personalization, ensuring clients’ wealth is not just preserved but also optimized for growth in an ever-evolving financial landscape.

From Heirlooms to Algorithms: Preserving, Protecting, and Propelling Family Wealth Through Modern Means.

01

Efficiency & Automation

Technology streamlines wealth management tasks, reducing errors and bolstering operational speed.

02

Data-Driven Insights

Advanced analytics offer a deep dive into market trends and risks, enabling smarter decision-making.

03

Tailored Client Experience

AI enhances customization, aligning advice with individual client goals and risk profiles.

04

Security & Transparency

Encryption and blockchain ensure robust protection while heightening transactional clarity.

Digital platform

Modern infrastructure with human oversight.

Our digital solutions are not presented as technology for technology’s sake. They are built to improve clarity, speed, control and decision quality for clients and advisers alike. That means better visibility across custody relationships, stronger reporting, smarter execution support and more actionable investment intelligence.

Better data consolidation across complex, multi-custody wealth structures.
Faster reporting cycles and cleaner oversight for advisers and families.
AI-assisted insight generation without losing the human decision layer.

Capabilities

AI Investment

Investment’s new ally: AI, driving insights beyond human reach. By harnessing the power of AI, family offices can modernize their investment strategies, ensuring they not only preserve but also grow wealth in an ever-evolving financial landscape.

AI supports real-time insight generation by rapidly analysing diverse assets, market news and complex portfolio structures.

Strategy spotlight

Sino Suisse Index

Sino Suisse Multi Asset Long Short Strategy is a tactical global macro driven strategy, designed as an all-weather fund to generate consistent positive absolute returns across different market cycles and macro environments. The manager mainly invest in mainly large cap stocks and trades in the most liquid exchange-traded products like indices and futures to ensure daily liquidity and flexibility.

Global Macro · Daily Liquidity
Market dashboard

Digital platform

Sino Suisse myWealth

Sino Suisse myWealth

A perfect complement to modern-day asset management. We empower our clients with the ability to grow their wealth in collaboration with the world’s leading Swiss software that can meet the modern day’s demands for digital supremacy integration with human touch. Powerful and dynamic multi-custody, multi-currency consolidation and reporting lie at the heart of this offering. Sino Suisse myWealth offers top-notch interfacing functionalities that integrate core banking and order execution systems, as well as a multitude of other applications. In the case of family office, Sino Suisse myWealth offers visually immersive and interactive insights into key data that allow for better financial analysis and on-going investment monitoring. Dynamic dashboard enables the users to explore and oversee complex family investment portfolio structures.

Click below to find out more.

Digital platform

Sino Suisse myAlphaTrader

Sino Suisse myAlphaTrader

A leading platform for price discovery, order management and post-trade services. myAlphaTrader is one of the top leading trading platforms in the industry for price discovery, order management and post-trade services of financial products developed by Sino Suisse Capital. Our innovative solutions improve products pricing, operations and trading processes. We boost business efficiencies, lower costs, and reduce errors by streamlining workflows. myAlphaTrader consolidates all financial institutions connections to a single access point for family office and external asset management firms.

Contact

Explore Sino Suisse digital capabilities in context.

Discuss reporting, execution support and digital infrastructure with the team to see what fits your operating model.