Giovedì 29 novembre, lo diciamo con sobrietà ma anche con orgoglio, abbiamo scritto una pagina di storia del wealth management digitale, con la presentazione della nostra nuova soluzione di ottimizzazione dei portafogli. Continue reading “Una strategia, infiniti portafogli”
Per una innovazione come il processo di ottimizzazione di portafoglio che abbiamo presentato ufficialmente a dicembre, vi sono numerose tecnologie e tanto lavoro di ricerca che resta dietro le quinte, invisibile eppure fondamentale.
One the defining moments in Wealth Management for 2018 was the Global Wealthtech Summit in London. The question for our Business Development Director, David Wilson, was simple; and yet not trivial. Continue reading “What’s Got An Advisor To Do Today With Intelligence”
David Wilson, our Business Development Director, was particularly inspired at recent Global Wealthtech Summit in London. You could tell from his Next Digital Advisory speech and during the Overcoming Regulatory Challenges & Identifying New Opportunities panel. Continue reading “How Much Close Are You To Industry 4.0?”
Last Global Wealthtech Summit in London was another successful edition of a mandatory event for everyone having an interest in fintech, due to excellent speakers and great opportunities to meet peers, pundits, clients, and experts. Continue reading “Resistance to Change and Global WealthTech Summit”
It may seem a riddle, and in fact it’s not. Continue reading “Technology and Future: It Wasn’t a Riddle, At PIMFA”
We had the chance during the London 2018 PIMFA Summit to discuss various topics with Alberto Cuccu, our Chief Client Solution Officer: for instance, the attitude of High Net Worth people towards digitalization. Continue reading “We Cared About Millennials Too, At PIMFA”