Axle - A complete wealth platform

A complete wealth platform for family offices, asset managers and investment experts

Total Wealth. Risk Driven.

A product by B&B Analytics

A One-Stop Platform

Comprehensive

Technology and services integrated into a single platform delivering the full value chain of solutions for all your needs

Seamless

Delivered as a standalone tech platform, as an extension of your in-house team, or as a strategic partner to optimize your operations

Leading Edge

Non-bankable assets incorporated at each stage to deliver unique 'total wealth' insight combined with a risk-driven approach resulting in improved portfolio control

Tailored to your needs

Family Offices

Benefit from a total wealth perspective to monitor, preserve and create wealth for clients. Optimize operations to dynamically value and consolidate all investments, deliver superior transparency, and position portfolios for macro-economic scenarios.

How it works

Wealth Managers

Grow relationships by engaging clients through advanced CRM, modern reporting technology and customizable investment proposals catering to specific client profiles. Leverage cutting-edge tools and expert know-how to institutionalize processes in line with your investment philosophy.

How it works

Asset Managers

Maintain your edge by harnessing actionable research and analytics that identify value and risk drivers and benchmark them against peers. Leverage technology and outsourced solutions to streamline your mid & back office and deliver improved operational efficiency.

How it works

Enabling you to address key challenges

Expanding Business Opportunities

Rely on Axle to maximize business value, create competitive edge and increase share of wallet. Enhance your offering through highly modular and customized solutions that ensure flexibility and scalability.

Improving Operational Efficiencies

Use digitalization and outsourced solutions to enhance client experience at an improved cost of ownership. Minimize operational risk through intelligent technologies that streamline business processes.

Coping With Regulation

Leverage compliance and risk capabilities to enable continuous monitoring and controlling of all investment rules and guidelines. Comply with complex regulatory frameworks like MIFID II, FIDLEG and UCITS.

About Us

Guido Buehler

Chairman & Founding Partner

Philipp Baretta

Founding Partner

Rohan Misra

Partner & CEO

Mauro Cappiello

Business Development and Technology

Axle is the flagship offering from B&B Analytics, a strategic advisor, analytics boutique and financial technology provider delivering transparency, safety and sustainable performance to the wealth management and investment management industry.

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Best Financial Risk Analytics & Research Firm 2017

These awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this industry, from including asset managers, financial planners, HNWI services, and specialist providers.

- Wealth & Money Management Awards

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Contact

Switzerland

Hinterbergstrasse 20,
6330 Cham

India

612, A-Wing, Pranik Chambers,
Saki Naka Junction, Andheri (East),
Mumbai 400 072