Banque Wormser Frères chooses Domos FS to support its growth in Alternative Assets

Domos FS, the fundtech specialised in alternative investment funds management, is pleased to announce that Banque Wormser Frères, a private bank with €600 million in assets under management (AuM), has chosen the Domos platform to manage its alternative activities. 

Julien Wormser, with his extensive experience at MBO&Co, has developed a strong private equity activity since his arrival to provide the family-owned private bank’s clients with privileged access to private equity funds and assets. To support this activity’s growth, the bank has set up a dedicated team led by Thomas Drieu and invested in Domos, a management platform dedicated to alternative funds. This decision was motivated by the need to automate certain time-consuming tasks, eliminate manual procedures, and of course, provide a tailored client experience for each investor. 

«The choice of Domos FS aimed to professionalize and enhance our clients’ experience while structuring our daily management in private equity, debt, and real estate. By opting for a solution specialized in alternative assets and based on innovative technologies like Domos FS, we are equipping ourselves to meet our ambitions. We are satisfied with the solutions implemented so far and look forward to completing the project.»
said Thomas Drieu, Director of Private Equity at Banque Wormser Frères.

Banque Wormser Frères will use Domos to automate and streamline its end-to-end private equity activities. This includes aspects such as digital subscription and investor operations management (capital calls, distributions, CAS). The project also includes setting up an investor portal to facilitate the tracking of each client’s portfolio and communication with them, as well as producing custom dashboards. 

« We are delighted that Banque Wormser Frères has chosen our solutions to support its growth in unlisted assets. Our expertise in domain ensures the rapid implementation of a digital environment for managing funds and investor relations, which will undoubtedly help Wormser Frères become a leading player in this market. »
said Omar Ceron-Meliani, Head of Sales for France, UK, Northern & Southern Europe at Domos FS.

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About Banque Wormser Frères
Founded in 1936 by George Wormser, Banque Wormser Frères is an independent family-owned private bank. It advises entrepreneurs, real estate actors, and families, offering them investment solutions in both listed and unlisted securities as well as private and professional financing. With €600 million in AuM, a hundred employees, and a long-term experience, it provides personalized support aiming to preserve and enhance its clients’ wealth over time. Responsible and committed, Banque Wormser Frères has always been driven by the desire to be useful to society, with activities that are characterized at all levels by the idea of making Banque Wormser Frères one of the key players in sustainable finance.

Press Contacts
For Domos FS : Omar Ceron Meliani  > o.meliani@domosfs.com > +33 (0)6 12 27 97 69
For Banque Wormser Frères : Béatrice Wormser Jouan > beatrice@tamtamconseil.com > +33 (0)6 63 53 95 30

 

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