PMG Investment Solutions AG
Empowering Swiss Precision in Asset Management with etops Asset Manager Pro
With more than 50 experienced specialists and over CHF 4 billion in assets under management, this Zug-based fund management boutique stands out as one of Switzerland’s few bank-independent, owner-managed firms. Operating across multiple domiciles, the organization combines entrepreneurial thinking with institutional rigour. To deliver bespoke solutions for banks, pension funds, and family offices without adding headcount, the team relies on robust processes, seamless data exchange, and a platform that consolidates everything into one reliable view.
Firm
PMG Investment Solutions AG
Location
Zug, Switzerland
Founded
1992
AUM
> 4 billion CHF
PMG Investment Solutions AG
PMG Investment Solutions AG is an independent Swiss fund management and asset management boutique headquartered in Zug. As an owner-managed firm, it prioritises entrepreneurial thinking and partnership-based collaboration.
The company provides needs-based fund and mandate solutions for initiators in Switzerland and abroad, pursuing a holistic approach and delivering all relevant services locally to maintain the highest quality standards. Its team of more than 50 experienced specialists covers asset and portfolio management, trading, fund administration, compliance, risk management, and more.
Clients include private and regional banks, pension funds, family offices, and UHNWIs. Acting as a “general contractor” for fund and mandate setups across Switzerland, Luxembourg, Liechtenstein, Cayman Islands, and Malta, the firm offers flexibility and precision in every engagement.
The Journey Toward Everyday Efficiency
The decision to choose Etops was driven by two priorities: integration and flexibility.
The firm needed a platform that could fit seamlessly into its existing system landscape, leveraging API connections for real-time data exchange. Manual processes were no longer sustainable, automation was essential to free up resources and reduce risk.
etops Asset Manager Pro stood out because it offered more than just technology, it provided adaptability. From compliance workflows to advisory processes, the solution could be tailored to the firm’s unique requirements. This flexibility, combined with robust functionality and proven reliability, made Etops the natural choice for a partner in transformation.
Marjan Ristov
Where Every Decision Begins
Today, etops Asset Manager Pro is woven into the fabric of daily operations. A typical day begins with a consolidated view of all portfolios and compliance status, displayed in a single dashboard that replaces the patchwork of systems used before. This unified perspective is critical for accuracy and speed.
API integration ensures real-time data flow across the organisation’s ecosystem, eliminating manual reconciliations and reducing operational risk. Liquidity management, once a time-consuming task, is now handled in real time, enabling quick adjustments across multiple funds without bottlenecks.
Order management and compliance checks are automated before execution, embedding regulatory assurance into every transaction. Advisers appreciate the structured processes that accelerate approvals and make reporting transparent and auditable. When clients request updates, professional reports are generated instantly, what once took hours now happens in seconds.
Among the features the team values most are the API integration for seamless data exchange, the compliance dashboard for advisory checks, and automated order management and reporting tools. These capabilities have become indispensable, transforming the way the firm operates and interacts with clients.
Thanks to Etops, PMG Investment Solutions AG has achieved:
X%
improvement in compliance process efficiency
X hours
saved in liquidity management per cycle
X%
reduction in manual follow-ups with automated partial executions
X%
elimination of order transmission errors via FIX
A Partnership that Keeps Evolving
Since adopting etops Asset Manager Pro, PMG has achieved measurable improvements that directly impact its operations:
X% improvement in compliance process efficiency
Automated workflows have replaced manual checks, ensuring every step meets regulatory standards. Compliance is no longer a burden, it is seamlessly embedded into daily operations, reducing risk and freeing time for strategic tasks.
X hours saved in liquidity management per cycle
Managing cash positions across multiple funds used to require time-consuming reconciliations and spreadsheets. Now, real-time monitoring and adjustments allow PMG to respond quickly to market changes, saving hours in every cycle.
X% reduction in manual follow-ups with automated partial executions
Previously, partial order executions required repetitive follow-up tasks that slowed operations. Automation has eliminated these bottlenecks, improving speed and reducing operational friction.
X% elimination of order transmission errors via FIX
Integrated FIX connectivity ensures flawless order routing, reducing errors and strengthening compliance across trading workflows. This improvement not only saves time but also enhances trust with clients and counterparties.
These gains enable PMG to uphold its promise of Swiss-quality service while managing growth without adding headcount.