Geneva, February 2026 – At the latest edition of the WealthBriefing Swiss Awards, Capital Banking Solutions won the award in the Portfolio Management Solution category. On this occasion, they spoke with Swiss Acclaim Magazine to share their experience in the field.
How CBS Is Redefining Wealth Management with AI-Powered Compliance
Active in the financial technology sector for over 25 years, Capital Banking Solutions (CBS) is an international software provider supporting financial institutions through their digital transformation. With nearly 400 employees across 8 offices worldwide, CBS serves more than 200 financial institutions in 60 countries, generating €44 million in revenue in 2024.
CBS delivers mission-critical platforms across Core Banking, Digital Banking, CRM, Compliance/AML, and Wealth & Portfolio Management. Its flagship wealth solution, CapitalPrivate, is a modular SaaS/PaaS platform designed for private banks, wealth managers, and family offices, unifying portfolio management, CRM, compliance, order execution, and reporting in one secure ecosystem.
What has been the most impactful innovation your firm introduced recently, and how has it shaped client outcomes?
The most impactful innovation has been the deep integration of compliance and portfolio management within CapitalPrivate, powered by AI-driven AML and screening capabilities. Rather than treating compliance as a parallel or external process, CBS has embedded it directly into the portfolio lifecycle.
Through its strategic partnership with Polixis, and integrations with World-Check, Dow Jones, and LexisNexis, clients benefit from automated name screening, PEP detection, adverse media monitoring, and transaction oversight—without operational friction.
For clients, this translates into faster onboarding, fewer false positives, reduced regulatory risk, and a measurable improvement in operational efficiency. For relationship managers, it means spending less time navigating systems and more time advising clients.
What role has collaboration played in your success?
Collaboration is structural to how CBS operates. Internally, product teams bring together compliance experts, portfolio specialists, engineers, and client-facing consultants to ensure solutions are built from real-world use cases, not theory.
Externally, partnerships are central to the firm’s value proposition. By collaborating with leading data providers, custodians, and technology partners—such as SIX, Bloomberg, Polixis, and major FIX hubs—CBS ensures clients operate within an open, interoperable ecosystem rather than a closed system.
This approach allows institutions to scale, integrate, and evolve without vendor lock-in, which is increasingly critical in today’s regulatory and technological environment.
What are the key challenges you foresee in wealth management over the next five years?
The next five years will be defined by three pressures: regulatory intensity, margin compression, and rising client expectations for transparency and digital access.
Wealth managers will need platforms that are compliant by design, cloud-ready, and capable of consolidating multi-custodian, multi-asset portfolios in real time. At the same time, end clients will expect mobile access, clear reporting, and secure digital interaction.
CBS is addressing this by accelerating its Azure-based PaaS standardisation, expanding mobile and client-facing capabilities, and continuing to invest in AI-driven compliance and data intelligence—ensuring clients stay ahead rather than react.
What does winning this award mean to your firm?
Winning the WealthBriefing Swiss Award for “Best Portfolio Management Solution” would validate a long-term strategy focused on clarity, trust, and execution. It recognises not only CapitalPrivate as a platform, but also the people behind it—CBS teams and clients who work daily at the intersection of technology, regulation, and client service.
The firm will use this recognition to reinforce its commitment to innovation, deepen partnerships in Switzerland, and continue setting the standard for next-generation portfolio management.
Interview by Swiss Acclaim Magazine
Read the full edition here
About Capital Banking Solutions
For more than 25 years, Capital Banking Solutions has been developing and integrating innovative banking solutions tailored to banks worldwide.
Thanks to its expertise and years of experience in research and development, the company offers a wide range of innovative products to meet the needs and challenges of the banking market and the 200 banks and financial institutions it serves.
As a leading provider for universal banks, retail banks, corporate banks, private banks, and Islamic banks — as well as microfinance institutions, neobanks, family offices, and asset management and intermediary firms — Capital Banking Solutions delivers open-architecture, modular software available on cloud or on-premise.
Capital Banking Solutions relies on 400 expert employees based in France, Monaco, Switzerland, Lebanon, Cameroon, Ivory Coast, Dubai, Morocco and the USA to ensure high-quality support, service delivery, and close relationships with all clients.
Press Relations – Capital Banking Solutions
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