News

Our news

6 technologies for an effective communication in wealth management

6 technologies for an effective communication in wealth management

The wealth management business keeps evolving. Communicating with clients has always been a priority and will continue to grow as HNWI ask for more transparency, more interaction and more immediacy. Our specialists have identified 6 technologies that will improve the...

Private Risk Management, an innovative wealth management service 

Private Risk Management, an innovative wealth management service 

The numerous surveys recently published speak with one voice : wealth management services are no longer limited to asset management. « What are today’s HNW families’ non-financial needs ? » is a relevant question to ask yourself as a wealth manager willing to make...

5 key wealth management trends for 2016

5 key wealth management trends for 2016

A (ever) heavier regulation This trend is the continuity of a vast revolution started in the late 2000’s. In 2015, the European Commission voted MIF II (read more here) that is in effect in Europe. Asset managers must integrate this additional regulation and provide...

Geneva Financial Center : results of the 2015 annual survey

Geneva Financial Center : results of the 2015 annual survey

Every year in June, Geneva Financial Center sends a survey to bank directors and independent assets managers of the Geneva financial marketplace. The results compiles their analysis and their insights. In 2015, many answers were collected which gives a representative...

Independent managers facing Financial Services Act

Independent managers facing Financial Services Act

The community of independent asset managers (IAM) is undergoing deep changes. With the entry into service of the new Financial Services Act, IAMs will have no other choice but to adapt to these new constraints imposed. Financial Services Act, the new  code of practice...