Gambit for Private Banking
Front-to-back and back-to-front solution to provide customers with an investment advice that meets their objectives and risk preferencesRead More
Expertise and business solutions in investment advisory, portfolio optimization and risk management
Our ambition is to help the financial community reposition clients at the center of the investment advisory process. Our innovative yet intuitive tools let provide solutions that meet clients' risk preferences, investment constraints and objectives.
Our unique platform creates a space for dialogue between actors of the entire value chain, allows sharing information and improving efficiency at key steps of their business. We partner with universities and prominent academics, we share mutual experience with industry stakeholders and we are in constant contacts with authorities, in order to bring the best value to the community.
Whether you are a large multi-branches institution or an independent financial advisor, we deploy our solutions according to your requirements.
Client information, financial planning, risk profiling and recommended portfolioView
Risk profiling - questionnaire, scenario comparison and analysis of the current portfolioView
Birdee is the robo-advisor solution developed by Gambit Financial Solution. Discover what Birdee Institutional can bring to your business.Test our solutions
Rue Forgeur, 17
Avenue Louise, 523
2, place de Paris