Press Release: Quirin Private Bank relies on Swiss 3rd-eyes analytics for their advisory process and services

• The independent wealth manager and bank has been using the 3rd-eyes analytics software since June 2024.
• The implementation in the form of the Q-Navigator is very well received by clients.

Berlin/ Zurich, 25.11.2024

Quirin private bank has been using the digital wealth platform from the Swiss wealth and insurtech company 3rd-eyes analytics for its client advisory services since June 2024. With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

‘3rd-eyes convinced us because their software can depict exactly what we want to experience with our clients during the advisory process. We provide a visual answer to the question: Can I achieve my personal financial goals and wishes? This has impressed us and has been very well received by our customers,’ comments Karl Matthäus Schmidt, CEO of Quirin private bank, on the collaboration. ‘The interactive planning solution – implemented by us as the Q-Navigator – ensures that customers can simultaneously view the development of their assets in different constellations. This motivates them to scrutinise their own goals and wishes and actively shape their own financial journey.’

Wealth development is calculated by 3rd-eyes using a modern asset liability management (ALM) methodology that considers all assets, liabilities, cash flows, goals and market conditions. With the 3rd-eyes software, the individual wealth development of each client can be calculated for the first time in 1,000 realistic capital market and inflation scenarios. In addition, the achievability of personal goals is simulated and optimised.

Due to the pleasing success of the project and the high level of acceptance of the 3rd-eyes software, Quirin Privatbank also acquired a financial stake in the Swiss wealth tech company, which is headquartered in Zurich. In addition, Karl Matthäus Schmidt, CEO of Quirin private bank, and Stefan Schulz, CFO of the Quirin subsidiary ‘quirion’ and member of the extended management of Quirin private bank, joined the board of directors of the Swiss company.

About 3rd-eyes analytics

3rd-eyes analytics is a Swiss software provider that is revolutionising financial advice with a holistic, goal-based and personalised advisory approach. The innovative solution connects clients’ lives with their investments through goal-based and personalised investment proposals. The digital platform strengthens client acquisition and increases client loyalty and efficiency. Founded in 2015, 3rd-eyes analytics is aimed at wealth managers, banks and life insurers in the DACH region and the Nordics.

Press contact 3rd-eyes analytics AG

Marc Mettler
Managing Partner

marc.mettler@3rd-eyes.com
+41 44 520 30 28

About Quirin Privatbank AG

Quirin Privatbank AG differs from other private banks in its business model: in 2006, the bank abolished the commissions customary in the financial sector and since then has been advising private investors exclusively for a fee, like an architect, tax consultant or lawyer. In addition to the investment business for private clients, the bank advises medium-sized companies on financing measures on an equity and debt basis (capital market business) in a second business area. Quirin private bank is headquartered in Berlin and serves clients at 15 locations throughout Germany. In 2013, the bank also founded the digital investment company quirion, which is legally independent as quirion AG.

Press contact Quirin Privatbank AG

Janine Pentzold
Press Officer