Blog: Portagon’s Development of the “Advisory Suite” Product for Investment Advice and ESG Compliance – Global Legal Chronicle

GSK Stockmann advised Portagon GmbH on the deal.

The Frankfurt-based Portagon GmbH developed and implemented a white label solution for a digital advisory process used for financial investments that also takes into account the new ESG requirements.

Portagon’s new product, the “Advisory Suite”, minimises legal and liability risks and is aimed at private banks, broker pools and investment advisers looking to provide their private clients with simple, independent and reliable access to the private capital market.

As a software-as-a-service company, Portagon offers banks, financial institutions, issuers and intermediaries modularised, cloud-based software solutions for implementing financing directly or via digital platforms as well as for investor management.

The GSK Stockmann team included Tobias Riethmüller (Picture – lead, financial regulation and capital markets), Oliver Glück (financial regulation/sustainable finance), Philippe Lorenz (financial regulation/sustainable finance); Associate: Patrick Wambold (financial regulation and capital markets, digital financing platforms).

Involved fees earner: Oliver Glück – Gsk Stockmann; Philippe Lorenz – Gsk Stockmann; Tobias Riethmueller – Gsk Stockmann; Patrick Wambold – Gsk Stockmann;

Law Firms: Gsk Stockmann;

Clients: Portagon GmbH;

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