investify TECH supports ICM InvestmentBank AG with digitalisation
Published: 19.11.2020 | By investify
The Luxembourg-German technology and regulatory provider investify TECH and ICM InvestmentBank AG (ICM) have jointly established a forward-looking asset management company for the private client business. ICM was founded in 1999 and manages around 500 million euros in client assets with 50 globally networked employees.
As an asset manager, ICM InvestmentBank AG relies on excellent research and personal support for its clients. The new solution built with investify TECH now gives ICM the opportunity to serve its clients both personally and digitally. Ingo Scheper, authorised signatory of ICM InvestmentBank AG: “More and more clients expect digital solutions also in the area of asset management. With investify, we have found our ideal partner – here, agility, innovative capacity, technology and regulatory expertise combine to form an unbeatable overall construct. Our advisors can now focus even more specifically on the needs of our clients; topics such as client profiling or reporting are mapped completely digitally. This makes our work more efficient and we can accelerate our business growth – even with clients with an investment volume of less than € 250,000.”
End customers who use the extended range of services naturally also benefit from ICM’s capital market expertise, which has won many awards. The investment strategies for the basic investments and individual thematic investments were designed by ICM. ICM’s investment committees are independent for each asset class and also have multiple redundancies.
The resulting investment strategies are subject to defined implementation processes and can be replicated at any time. The investment universe is compiled and monitored exclusively by the company’s own investment committees. In this way, both companies categorically exclude advisor-specific portfolio structures at client level and thus risks that may arise through an advisor. The individual specifications according to risk tolerance and return expectations are precisely controlled for each client via the modular weighting. In this way, every client receives the same quality of service, regardless of the size of the portfolio.
In the future, a special focus will be on the expansion of sustainable investment strategies. Already with the launch, customers have the option of investing classically or sustainably on www.investify.com/icm. In addition, thanks to exciting thematic investments, every customer can individualise their portfolio according to their own ideals and preferences. ICM is thus also taking forward-looking paths at the portfolio level, which are becoming increasingly relevant for more and more customers.
"We are very proud that we were allowed to develop a forward-looking model with ICM. The cooperation with ICM proves that we also offer the right solutions for the needs of classic asset managers."
Dr. Harald Brock
Executive Manager at investify S.A.
Like all B2B partners, ICM also incorporated its own wishes so that a customised solution could be developed.
Ansgar Wigger, also Managing Director of investify TECH, is convinced that classic solutions in the areas of asset management, banking and insurance will increasingly be supplemented or expanded by digital models. investify TECH will tap into the customer base of asset managers even more and provide value-added offerings due to the relevance and attractiveness of this market.
"Increasing regulatory pressure and changing client needs necessitate a consistently digital and efficient focus. The partnership with ICM shows how the use of platform effects can quickly and cost-effectively create solutions that add real value for the asset manager and its clients."
Managing Director at investify S.A.
Through the cooperation with investify, the quality-assured expertise of ICM InvestmentBank Vermögensverwaltung is now available to clients for asset accumulation from as little as EUR 5,000. This also applies in particular to the new ICM Green Strategy www.i-c-m.de/green. ICM’s CEO, Dr Norbert Hagen, is also visibly pleased with the new offering:
"Not least the Corona crisis has shown how important omnichannel capabilities are in the area of asset management. Thanks to the hybrid solution, our clients can carry out all relevant processes from the comfort of their own home or supported by our advisors - they have the choice. A clear advantage over many competitors."
Dr. Norbert Hagen
Chairman of the Board at ICM InvestmentBank AG
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