Geneva WM fintech CEO sells 75% stake and explains how the firm grew without sales team
The fintech offers services that improve digitalisation processes for wealth management companies.
Comment & Analysis
5103 articles found
Preparing for generational wealth transfer post covid-19
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.
PIMFA welcomes reduction in proposed FCA fees
It is still unclear what the FCA hopes to achieve through their undefined market study, and the largest firms with superior controls will still be penalised.
Credit Suisse: The top managers put to the test
The CS Chairman of the Board of Directors had little to do with the recruitment of Hannaford.
Goldman Sachs: Ethereum May Surpass Bitcoin as Store of Value, But Not Gold
Analysts at Wall Street investment bank Goldman Sachs have reaffirmed their bullish stance on the world’s second-largest crypto asset, Ethereum.
How do you solve a problem like younger clients?
International Adviser spoke to The Private Office (TPO), Tilney Smith & Williamson and IWP to discuss how the UK advice market should approach serving younger clients.
Dispelling negative notions about Japan amid its increasing importance
Investment Insights by our experts and thought leaders
Delta spells new risk dimension for markets
Beyond investors’ fears of runaway inflation potentially triggering a premature hike in interest rates, the fast-spreading variant now poses a threat worth watching for economic recoveries and financial markets.
Becoming a leading digitally enabled Wealth Manager
Given the above scenario, in a digital setting, companies will turn the legal must-do into a commercial weapon and boost your digital collaboration; clients will benefit from a qualitative, instant and hyper-personalised advice for a long-term relationshi
Rescued by innovation: Joseph Stiglitz on the post-pandemic economy
The Covid crisis has highlighted the importance of innovation, argues Nobel prize winning economist Joseph Stiglitz.
Schroders Quarterly markets review – Q2 2021
A look back at markets in Q2, when stocks made further gains and the US Federal Reserve hinted at future policy tightening.
“We need to create a greener economy”
And what advice her mother gave her at the age of 10.