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Xth International CIFA Forum in Monaco

Xth International CIFA Forum in Monaco

The Xth International CIFA Forum ( Convention of Independant Financial Advisors) is taking place from April 25th to 27th at the Hotel Hermitage in Monaco. In collaboration with E-Merging, Lombard Odier's family offices and independent wealth managers network of which...

Conference on trust reform and real estate taxation

Conference on trust reform and real estate taxation

KeeSystem® attended the conference on trust reform and real estate taxation in France and Monaco that took place on March 28th at the Hotel de Paris, in Monaco. The event was organised by Finnimo Wealth Management in collaboration with CMS Bureau Francis Lefèbvre and...

KeeSense® now integrates portfolio modelling feature

KeeSense® now integrates portfolio modelling feature

In order to better meet the expectations of wealth managers, family offices and private banks, KeeSystem® strives to enhance its solution KeeSense® with new intelligent features. One of portfolio managers' main concern is to find the most profitable investment...