Case Study: GlobalView Investments SA achieves consolidated portfolio visibility and scalable growth with SS&C Advent (APX)

GlobalView Investments SA - Customer Case Study

GlobalView Investments SA, a Geneva-based multi-family office founded in 2006 that manages approximately $500 million for 20 high‑net‑worth clients with a five-person team, needed a way to see a consolidated view of client positions held at multiple custodian banks and to produce consistent, professional reporting. To solve this challenge they selected SS&C Advent’s Advent Portfolio Exchange (APX) to provide account aggregation, reporting and exposure monitoring across dispersed accounts and managers.

SS&C Advent implemented APX to give GlobalView aggregated portfolio views, customizable reports (including multi‑currency tagging and top‑ten underlying strategy reports), and a single performance methodology (TWR) across banks. The solution was deployed quickly (basic setup in about four to six weeks), improved visibility for trading and hedging decisions, and accommodated faster-than-expected client inflows and asset growth—helping GlobalView manage consolidated exposure and scale its business more rapidly.

GlobalView Investments SA

Peter Jan Kroon

Managing Partner