Swiss Finance & Property Group (SFP Group), a real estate asset manager with over $15bn in assets under management, has selected Broadridge Financial Solutions for a comprehensive digital transformation of its investment management operations. The agreement marks a significant step in modernizing SFP Group’s front-to-back investment infrastructure through Broadridge’s SaaS-based technology.
As part of the collaboration, Broadridge will deliver its comprehensive suite of investment management solutions, encompassing trade order and execution management, portfolio management, compliance, risk management, middle-office operations, and regulatory transaction reporting. The integration also includes Broadridge’s SWIFT services and trade settlement monitoring. Performance analytics and portfolio simulation tools will be powered by Confluence’s Revolution platform, a Broadridge strategic partner.
Nicolas Di Maggio, CEO of Swiss Finance & Property AG, emphasized the vital role technology plays in the company’s strategic roadmap. He stated that Broadridge is providing a future-ready, integrated platform that will evolve with the business, enabling SFP Group to strengthen operational resilience and make more agile decisions. Di Maggio described this front-to-back operational and technology transformation as a foundational step in aligning their technology infrastructure with long-term growth ambitions and regulatory commitments.
Key components of the implementation include tight integration between Broadridge’s trade blotter and execution management tools, which aims to offer portfolio managers and traders a streamlined workflow. The platform’s automation capabilities are also set to address regulatory reporting challenges, replacing manual processes with message automation to reduce compliance risks. Improved connectivity to SIX Swiss Exchange and BX Swiss is expected to enhance trade settlement efficiency, while in-built regulatory controls will ensure compliance with evolving FINMA guidelines on outsourcing, cyber risk, and operational resilience.
Mike Sleightholme, Broadridge International head of asset management and president, commented on the engagement, noting the growing demand from global asset managers for scalable, future-ready technology that seamlessly connects the front, middle, and back office. He affirmed Broadridge’s commitment to powering SFP Group’s technology and operations modernization with solutions designed to enhance risk controls, accelerate digital transformation, and enable scalability, ultimately helping asset managers focus on alpha generation and achieve operational excellence.
SFP Group’s decision follows a multi-year evaluation process aimed at replacing its legacy portfolio management and SWIFT infrastructure systems.
