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A unique model in Switzerland

Sodi platforms' approach is built on a unique model in Switzerland. The availability of specialized resources within sodi platforms enables each asset manager to effectively delegate his administrative tasks, leaving him free to give his full attention to managing his clients' assets and ensuring the continuity of his company.

Independence - the bedrock of sodi platforms

One of sodi platforms' basic principles is the independence of their member companies. It is reflected in the respect of strict confidentiality, and non-interference in how its members conduct their business. Each asset manager remains fully independent with regard to his investment strategy, choice of financial instruments and custodian banks.

So, sodi platforms offer definite advantages to their members when it comes to business development. As well as providing customized and highly qualified back and middle office services, sodi platforms are continually looking for ways to make economies of scale for their members. They benefit from the strength of a group, using the association as leverage in negotiations with banking and financial partners. They also attach importance to synergies and provide a place for discussion and reflection where their members can get together to exchange knowledge and share their professional experiences.

Continual expansion

Sodi platforms are currently managed by two partners, Pierre Retord and Maurice Levy. They are backed by a qualified staff of over twenty, who contribute their proven experience from prestigious banking and financial institutions.

Since their establishment in 1996, sodi platforms have grown steadily. In this time they have become an important regional player and plan to continue their development in Geneva and the Lake Geneva region.