Investment Process

For process Know How, regulatory expertise and personal investment advice for clients, ours is the address you need.


Advisory meetings

Personal investment advice is central to private banking. We know how to integrate digital tools.

Process know how

We take all the steps from start to finish: business analysis, investment proposal, implementation, monitoring and reporting. With us you are on track.


Would you like to automate regulatory requirements? We bring experience in MiFID suitability, anti money laundering law. Distribution rules and cross border regulations.


Revision of the invest Process for a large Private bank

Overall revision of process

Future oriented software development


The bank revised their investment process completely. The following contents were analysed and redesigned: client experience, product offering including the product shelf, investment strategy, investment proposal, various client and RM reports, MiFID and monitoring. Targets for the coming years were defined. bmpi played a prominent role in the project team. Among other things we were in charge of the web prototype visualizing the targets.


Adrian Niederhauser Tel: +41 44 454 84 84  

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