We want to explain today with some detail how Optimo works and why we are so proud of our achievements in getting Optimo ready for the market. We’re also going to tell something about financial views. Continue reading “Optimo: It’s all a Matter of Views”
As odd as it may seem, we approached winter in a morning of mid-June. In the lovely Johannesburg, where a Breakfast Briefing took place under the title Wealth Management in the Digital Era – Bridging the gap between robo & human advice. Continue reading “A Lovely, Intense, and Interesting Winter Breakfast Briefing”
We’ve got yet another video snippet from Nikolai Lysiuk, senior data analyst for ComPeer, who was so kind to taking time to answer our questions at the end of the Breakfast Briefing held last May by ComPeer in London, about digitalization and wealth management. Continue reading “A (post-) Breakfast Briefing with Nikolai Lysiuk”
Welcome to the third installment of our video interview to Nikolai Lysiuk, senior data analyst for ComPeer, right after an interesting Breakfast Briefing in London about digitalization and wealth management. Continue reading “Digitalization and Data Transparency (or Lack of), According to Nikolai Lysiuk”
Our recently announced agreement with Aite Group is good news. We are well aware of the commitment required to keep pace with the market’s major trends and transformations, and the first step is, of course, to understand what’s going to happen, maybe before the mass majority does, in order to convert knowledge into products and support.
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”