Sometimes speed dating allows someone to find the right partner. In this context, Efma tried an interesting experiment during its Efma Innovation Summit 2017 in Rome: six small groups of clients and prospects touring the booths, while the respective booth owners had just two minutes to pitch their offering. Continue reading “An Elevator Pitch for the Innovation Summit 2017 in Rome”
Fintech still resonates with disruption in the Wealth Management sector today. One of the most troubling tasks for the CIO of a traditional company is to find the right Fintech company (or companies) to integrate with, to become competitive again in a market that is moving too fast.
As we said some post ago, Our front office system eXimius can be very useful to manage derivatives and help getting MiFID II compliance. We wrote about hedging, diversification, modelling, and rebalancing derivatives investment portfolios; today it’s time to add something more. Continue reading “Leverage and Margin in eXimius When Working with Derivatives”
Couldn’t miss the traditional Compeer Conference, especially if held in the sumptuous Fishmongers’ Hall in London! Compeer was going to announce the results of the usual client survey: one thousand investors, ranging from mass affluent to high net worth, interviewed to hear from them about the state of the Wealth Management nation. Continue reading “Compeer Clients’ View Conference 2017: We Went… To Stay”
Inflazionato. Il termine disruption, che in italiano potremmo tradurre con disintermediazione o rottura, come accade ad ogni vocabolo quando viene utilizzato troppo ed impropriamente, sta cominciando a perdere significato. Disruption digitale, disruption finanziaria e, soprattutto, disruption del FinTech.
Come già raccontato, con tanto di video in esclusiva di Michele Tanzi (Client Solution Director di Objectway), Trading Online Expo è stato un bel successo, con partecipazione di pubblico numeroso, interessato e competente. Continue reading “Il suggello a Trading Online Expo”
Derivatives are financial instruments which are often considered complex and very specialized. Because of this, the use of derivatives in private wealth portfolios may seem like a frightening prospect. Continue reading “How to Happily Manage Wealth and Use Derivatives, too”