We offer our clients access to more than 3 million financial products worldwide, enabling them to diversify portfolios beyond the reach of traditional wealth management platforms, Mathias Dalla Valeria, CEO of Swissquote in Singapore, says in an interview.
Mathias Dalla Valeria, how does Swissquote's mission in Singapore align with Asia's evolving financial landscape?
Our core mission is to lead the transformation of wealth management through technology. We aim to provide flexible, efficient, and cost-effective digital solutions that cater to our clients' evolving needs. We work with MFOs, EAMs, Funds, Financial Institutions, and self-directed (U)HNWIs.
Asia, and particularly Singapore, is at the heart of this transformation. The financial landscape is rapidly expanding, driven by both technological advancement and increased demand for sophisticated investment platforms. Singapore is already a globally recognized financial hub, and we see immense potential to continue growing within this market.
«Technology is the backbone of everything we do»
Our primary focus is on capturing this domestic growth, which is happening at a tremendous pace. That said, we are also working with clients across APAC. By focusing first on Singapore’s domestic market while remaining opportunistic in other regions, we ensure sustainable growth that delivers long-term value to all stakeholders.
(Image: Media Relations)
How does Swissquote leverage technology to support clients?
Technology is the backbone of everything we do. Our platform is designed to serve the specific needs of MFOs and EAMs by offering efficiency, scalability, and ease of use. We offer our clients access to more than 3 million financial products worldwide, enabling them to diversify portfolios beyond the reach of traditional wealth management platforms.
This flexibility is particularly valuable for institutions and asset managers dealing with complex, high-net-worth portfolios.
«This operational efficiency leads to substantial cost savings»
In addition to our expansive product range, our platform automates many traditionally manual processes in portfolio management. By streamlining tasks like execution and reporting, we help clients significantly reduce operational burdens, allowing them to dedicate resources to strategic decision-making rather than routine tasks.
This operational efficiency often leads to substantial cost savings, freeing both time and capital. Our platform also streamlines communication and management of corporate actions, making wealth management simpler while preserving the sophistication that experienced investors expect.
What sets your services apart from other providers in the region?
We operate as a local booking center in Singapore, which gives our clients the ability to work within a well-regulated, trusted financial hub. At the same time, we offer them access to global markets, so they benefit from both local expertise and international reach.
This dual advantage is something that not all providers can offer, and it’s a key reason why we’ve been able to grow so quickly in the region. Furthermore, we have positioned ourselves as a tech-driven alternative to traditional private banks. Our platform is designed with flexibility, efficiency, and customization in mind, which makes it particularly appealing to MFOs, EAMs, and other institutional clients who need more control over their investment processes.
It is a completely open architecture and supports API connection.
«The growth potential in Singapore is enormous»
Another critical factor that sets us apart is our people. We have a team of highly talented and motivated professionals who are passionate about delivering exceptional client experiences. Their expertise, combined with our cutting-edge technology, enables us to provide personalized, innovative solutions that traditional banks may struggle to offer.
Could you share insights on Swissquote’s growth potential in both the domestic and regional markets?
The growth potential in Singapore is enormous, and that’s where our immediate focus lies. The country has rapidly evolved into a global financial center, with a strong regulatory framework and a growing demand for advanced financial services. For us, the priority is to capture as much of this domestic growth as possible by offering the most advanced, flexible solutions available.
That said, we are open to working with clients throughout the broader APAC region, but our approach to regional expansion is purely strategic in terms of client relationships. We do not plan to establish a physical presence in these markets. Instead, we are targeting regions where there is a clear demand for our tech-driven wealth management solutions.
Markets undergoing digital transformation or those requiring customizable investment platforms are particularly attractive to us. This approach ensures sustainable, client-focused expansion without the need for physical offices.
How does Singapore’s regulatory environment align with and support Swissquote’s vision and operations?
Singapore’s regulatory environment is one of the strongest in the world, and it plays a crucial role in our ability to operate effectively and with confidence. Operating as a local booking center here gives us – and our clients – the peace of mind that comes from being in a highly regulated and trusted financial ecosystem.
«This level of trust is essential in financial services»
Singapore’s financial regulations emphasize transparency, security, and compliance, which align perfectly with our core values and business operations. Moreover, this robust regulatory framework supports our ability to innovate. We are able to introduce new financial products and services, knowing that we are operating within a well-regulated structure that ensures the highest standards of security and compliance. For our clients, this is invaluable.
Whether they are local or international, they know that their investments are being managed within one of the most trusted financial systems in the world. This level of trust is essential in financial services, where clients need to feel secure in their financial decisions.
Could you elaborate on the partnerships that drive Swissquote’s growth?
When I talk about partnerships, I’m referring to the wide range of clients that we work with. Our platform is designed to serve the needs of MFOs, EAMs, Funds, Financial Institutions, and self-directed (U)HNWIs. Each of these client types benefits from our extensive range of financial products and services, as well as the flexibility and customization that our platform offers.
By understanding their unique needs, we are able to tailor solutions that enhance their operational efficiency and help them manage their clients’ wealth more effectively. For example, MFOs and EAMs often have complex, high-net-worth portfolios that require careful management. Our platform provides them with the tools they need to manage these portfolios efficiently, from portfolio diversification strategies to real-time reporting and advanced analytics.
«These partnerships are a key driver of our growth»
Similarly, VCC Funds benefit from our ability to offer access to a wide range of global financial products, which allows them to create customized investment strategies that align with their clients’ goals. These partnerships are a key driver of our growth, as they allow us to deliver value across a diverse range of financial services.
How do you envision Swissquote evolving to meet client needs and adapt to market trends?
The financial landscape is constantly evolving, and our goal is to stay ahead of the curve. One of the key trends we’re seeing is a growing interest in sustainable investments, particularly among both individual and institutional investors. In response to this, we are expanding our offerings in this area, allowing clients to invest in ways that align with their values while still achieving their financial goals.
We’re also seeing increased demand for more customizable solutions. Clients want to be able to tailor their portfolios to reflect their specific needs and risk profiles, and our platform is designed to accommodate that. Our goal is to create a platform that gives clients greater control, flexibility, and insight, helping them navigate an increasingly complex and fast-moving financial landscape.
Mathias Dalla Valeria is the CEO of Swissquote Singapore and a member of the Senior Management of Swissquote Group. He joined the bank in 2011 and worked in various departments in Zurich and Gland. In early 2014, he relocated to Dubai to help with Swissquote’s expansion strategy in the Middle East. In August 2019, he moved from Dubai to open a subsidiary in Singapore, which acts as the regional booking center for its business development in the Asia-Pacific region.
