A Challenging 2018 Awaits. But, We’ve Got a Platform

Challenging Moments

Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”

About Trading With eXimius, When Using Derivatives

Stock Indexes

Happy 2018 to everyone! And welcome in a world where trading online is the talk of the day, thanks to the rollercoaster-like trends of Bitcoin and the like; at a time when, thanks to MiFID II age beginning just now, the need to strictly follow regulations is stronger than ever in wealth management. Continue reading “About Trading With eXimius, When Using Derivatives”

MiFID II Is Closing and Many Firms Are Ready. Many Others, Well, Aren’t

With less than 130 days to the MiFID II implementation deadline there are still industry concerns about the ability of many investment firms to be compliant with all aspects of the regulation.

Continue reading “MiFID II Is Closing and Many Firms Are Ready. Many Others, Well, Aren’t”

Nikolai Lysiuk and the (dis)Advantages of Brexit for UK Wealth Management Firms

We have another question-and-answer with Nikolai Lysiuk, senior research analyst for ComPeer we pleasantly met during a meaningful Breakfast Briefing (Wealth Management at the Digital Frontier) in London last month. Continue reading “Nikolai Lysiuk and the (dis)Advantages of Brexit for UK Wealth Management Firms”

Piani Individuali di Risparmio: che cosa bisogna sapere

I Piani Individuali di Risparmio (PIR) sono la novità più attesa del 2017 nel settore del risparmio gestito. Si tratta di prodotti a lungo termine che prevedono agevolazioni fiscali sotto forma di detassazione delle plusvalenze, ovvero dei guadagni, per chi decida di investire almeno lungo cinque anni. Continue reading “Piani Individuali di Risparmio: che cosa bisogna sapere”