Intellectual Property Services for Investment Banking

Innovation in investment banking rarely stops at financial products. It often extends to proprietary software, cutting-edge analytical models and brand-specific advisory services. Whether you’re part of a bulge bracket investment bank or boutique investment bank, we have the global experience to guide you in the right direction.

At Panoramix IP, we handle more than just patent applications; we offer the full spectrum of intellectual property services domestically and internationally, aiding in cost saving and speeding the process. We help you maintain the confidentiality of your trade secrets, register trade marks for premium advisory offerings, and protect design rights if your proprietary trading dashboards set you apart visually.

Panoramix IP stylised 'P' icon which has been designed to resemble a lightbulb for ideas and innovations

Our in-house solicitors and attorneys, qualified in multiple jurisdictions, reduce the complexity of global protection by handling direct filings across borders. Through carefully drafted licensing and collaboration agreements, your institution can partner with FinTechs or data providers without risking crucial intellectual assets. Banks that safeguard their IP build stronger reputations among high-net-worth clients and institutional investors seeking both stability and innovation.

For a tailored approach that encompasses all avenues of IP security, from brand identity to advanced trading solutions, speak with us at Panoramix IP today and discover how we can bolster your competitive advantage. Book an appointment for one of our free 45-minute IP clinics for a no-obligation assessment of your IP or specific case and see how we can help.

Related Sectors

Insurtech

Financial Software and Enterprise Solutions

At Panoramix IP, we understand the challenges facing the financial software and enterprise solutions sector, from secure transaction frameworks to sophisticated data analytics and cloud-based platforms.

Testimonials

Truly exceptional work and service

Panoramix are my company’s go-to partner for Intellectual Property and contractual matters. We’ve worked with them on many projects over the years and the level of input, service and speed has always been outstanding. They are true partners to our business and would highly recommend them.

— Oscar Daws

First rate IP lawyers

I always recommend my clients use Panoramix when they are looking into any IP or trademarking matters for their companies, regardless of whether it’s for the UK, EU or another territory. The team are absolutely first rate, extremely knowledgeable and very professional in all their dealings.

Many business owners are not certain of what they can and can’t register as IP/TM, so Kevin and his team guide them through what can be a minefield, brilliantly.
I would absolutely suggest an initial call with the team for anyone serious about protecting their company’s IP assets

— Valda Smits

Fantastic IP Law Firm

I have been working with Kevin and Panoramix for several years now and would always recommend their professionalism, expertise and friendly approach when dealing with clients and partners alike. If you want IP advice, there’s only one place to come!

— Richard Royce

Excellent Service and Performance.

Responsive, competent and able to deal with complexity and nuance. I would recommend the services of Panoramix without hesitation.

— LockOn Ltd

I’ve worked with Kevin since 2019…

I’ve worked with Kevin since 2019 before he had even started Panoramix. He has been a reliable and invaluable partner, protecting my IP over a number of products including Trademarks, Design Registration and Patents. I will continue to work with him, and his team, for many years to come.

— Anthony Dickens

Greta service. Amazing customer service

Great service, easy to communicate, quick respond.

— Piotr

Panoramix IP are a reliable

Panoramix IP are reliable, affordable and trustworthy IP lawyers. They have given me excellent advice and gave further ideas on how to get the most protection from my patent. I have worked with them on a number of projects including getting IP in the USA/Patent/Trademarks, they certainly know their stuff and come highly recommended!

— AC

Good Commercial Advice

Panoramix have helped me multiple times across my businesses, and they provide a great service each time.

— Thomas Atkins

Great European Patent Lawyers

Kevin, Joel, and the entire Panoramix team have provided timely service and insightful advice for our US-based clientele seeking European patent protection. The team is talented and has excellent systems and processes for delivering top-notch IP services.

— Joshua Van Hoven

Great partner

I am working with Panoramix as a cooperating agent since the company started its operations and I must say it is not easy to find someone as dedicated and trustworthy as Kevin, Amelia, Serena, Patrick and the rest of the Panoramix team is. I’ve been working with multiple US and UK IP firms before and Panoramix is my number one go-to partner for IP work for my clients in those countries.

— Agnieszka Musiał

Panoramix IP is a great professional legal firm

Panoramix IP provides great professional legal services. Gittings-Grima Group (G3) has been Panoramix IP’s clients for several years. Kevin Hanson is well-suited for his legal profession with a high-level of competence. G3 highly recommends Panoramix IP for all IP and patent legal needs.

— George Grima

I would like to recommend this firm

I would like to recommend this firm. I originally spoke with Kevin Hanson and he gave me partial advice that was very helpful. I then came back some time after to seek their legal services in relation to the initial advice. Kate McCormick is who dealt with my case on the second contact and she did a very good job. I am pleased with the outcome we had.

Knowledgeable advice and promptly done, helping me also with a short deadline. I recommend them.

— Ricardo G M

Know their stuff!

We’ve used Panoramix for some years now. Courteous, helpful, knowledgeable and able to guide us through the labyrinth of IP difficulties with a light touch.

— Peterborough User

Trusting and consummately professional

Kevin and his team are always completely professional and always exact in their advice and actions working for you. There is no one better to have as part of your ‘team’

— Mr Burlton

Kevin Hanson is straight to the point…

Kevin Hanson is straight to the point and is a trusted pair of hands when it comes to IP matters and associated corporate negotiations.

— Alex Korenkov

Great company helping with trademarks

Great company helping with trademarks, worked with them for a few years and appreciate all the advice and help!! Thanks guys!

— Zain Peer

FAQs

What intellectual property do investment banks need to protect?

Investment banks can hold valuable IP in proprietary software, analytical tools, financial technology, research, databases, brands and confidential methodologies. Protection may involve copyright, trade marks, patents, confidentiality and commercial contracts depending on the asset. An IP audit can help identify genuinely proprietary assets and ensure valuable innovations are properly owned and controlled.

How can investment banks protect proprietary trading and analytical technology?

Trading platforms, analytical software and related technology can be protected through a combination of copyright, confidential information, trade secrets and potentially patents where there is a qualifying technical invention. Confidential information protection is particularly important for technology that derives much of its value from remaining secret.

Can investment banking algorithms be patented?

An algorithm or financial method is not automatically patentable, but an innovation incorporating software may qualify where it provides a genuine technical contribution. Patentability therefore depends on what the technology actually does rather than its use within investment banking. Panoramix IP’s patent strategy services can help determine whether patenting or another form of protection is most appropriate.

How should investment banks protect confidential financial models and know-how?

Where models, methodologies or internal know-how are not suitable for registration, confidentiality can be one of the most valuable forms of protection. Employment contracts, NDAs, access controls and agreements with advisers and technology partners should restrict how sensitive information can be accessed and used.

What IP issues arise when investment banks work with fintech companies?

Collaborations can create questions around ownership of existing technology, newly developed software, data, integrations and improvements. Agreements should distinguish background IP from anything created during the project and define each party’s licensing and future-use rights. Appropriate IP contracts can help address these issues before development starts.

Our Case Studies

Case Study: Wow Hydrate

Case Study: Escape Fitness

Case Study: British American Tobacco

Case Study: Cambridge Mechatronics

Case Study: Lincoln City Football Club

Case Study: The Chartered Institute of Patent Attorneys

Case Study: The Earthshot Prize

View All Case Studies