ERI is pleased to announce that Banque Richelieu Monaco has chosen OLYMPIC Banking System as its new platform to support its private banking business expansion.
Banque Richelieu Monaco is a pure private banking player focused on three major service areas: tailored discretionary portfolio management and advisory, private financing solutions, and wealth management planning. The project will include OLYMPIC Banking System’s CRM and Portfolio Management System as well as cash and securities processing, custody management, corporate actions, tax reporting and tax statement production.
The project will be delivered in a SaaS mode with systems and data hosted by our partner Claranet, and the ERI Sourcing team will handle technical and functional operations. The integration will be managed by our partner BearingPoint.
“We are delighted and honoured to have been chosen by Banque Richelieu Monaco, following a very detailed evaluation process. We feel confident that ERI’s local and international expertise combined with the depth and breadth of functionality in the product, will provide Banque Richelieu Monaco with a solid platform for their future expansion,” said Jean-Philippe Bersier, Director of Sales & Marketing at ERI.
Banque Richelieu Monaco is a human-sized private bank for international HNWI. As a pure private banking player, Banque Richelieu Monaco focuses on private wealth management on behalf of distinguished families of some 40 nationalities. It offers customers tailored, value-added services by bringing together the best features of international wealth management in a single company.