News

On March 26, Pierre-Alexandre Rousselot, founder of KeeSystem, spoke at an event on digital technology for the financial sector, organized by the The Junior Chamber International Monaco. He spoke [...]

Studies on the subject all conclude with the same number: it is five times more expensive to acquire a new client than to retain an existing one. According to the Harvard Business Review, [...]

LePlateauLUX  is the innovation laboratory of Société Générale Luxembourg. Its purpose is to promote collaboration between start-ups and the local FinTech ecosystem. It is in this context that [...]

Organized by Sphere, the 2019 edition of the GFI Solutions Day will take place on March 11, 2019 at the Hôtel Métropole in Geneva. On this occasion, the independent managers of the Geneva [...]

2018 Overview and 2019 Outlook 2018 has been the worst year for financial markets since 2008. The vast majority of indices have plunged into a Bear market last year with dips of over 20% from [...]

  What will the wealth management industry look like in 2019? If you’ve been in this industry for a while now, you can’t but notice that your environment is fast changing. Our team has [...]

On November 14th, the Online Investor Summit will gather around 5000 professionals of the finance industry for a one-day virtual event. This unique event is organised by Planet of Finance. It is [...]

What is multi-management? Unlike direct investment into securities (essentially stocks and bonds), multi-management equates to building a portfolio of active or passive investment funds (mutual, [...]

GDPR is now  in force in the European Union (EU). Many clients ask us what impact GDPR has on their business in Monaco. Like Switzerland, the Principality is not a member of the EU although it [...]

Simplification of tasks, automation of data collection or consolidation of custodian accounts in 3 clicks, asset managers are delighted with the opening of the banking aggregation market thanks [...]