Active Asset Allocation joins forces with OneWealthPlace to offer wealth management and savings players a digital solution covering the entire customer relationship value chain.
We share common values, in both companies, including customer satisfaction and execution excellence.
We have jointly developed a platform for an Anglo-Saxon family office, offering sophisticated digital report, combined with a simulation and optimisation tool for the client’s strategic allocation.
“We are proud to bring our asset allocation expertise to the new savings marketplace created by OneWealthPlace. Our common offer is an important value-creating element for distribution and customer relationship management.”
“Today’s issues are crucial for all players in asset management. Our association with OneWealthPlace is a great response to these challenges!”
Adina Grigoriu, ceo & co-FOUNDER of active asset allocation
OLIVier hiezely, president & co-FOUNDER of active asset allocation