WealthTech : Outil de gestion au service des investisseurs

Many investors are still wondering about WealthTech: its meaning, how it works, its usefulness and its application in the management of their portfolios. We asked Pierre-Alexandre Rousselot, President and Founder of KeeSystem in Monaco, to present this technological solution. WealthTech: Management tool at investors’ service What is a Wealthtech? ItContinue…

WealthTech Monaco

Privatam, specialized in tailor-made investment and KeeSystem, investment portfolio management software, are co-organizing an event in Monaco to promote WealthTech among investors and Family Offices. Thursday, June 24, Privatam and KeeSystem, two Monegasque WealthTechs offering digital solutions to ease the daily lives of independent asset managers, family offices and privateContinue…

Monegasque WealthTech Privatam unveils the new version of its digital platform, PARity 5.0, which aims to facilitate the investment process for tailor-made products. The opportunity for Wealth Monaco to learn more about their solution and their vision of current markets. Privatam launches its new version of its digital platform. PARityContinue…

Stefano Torti

“One does not fit all” Stefano Torti, Group Head of Asset management & Advisory, who newly joined the team of Banque Havilland in Monaco, is sharing with us in Wealth Monaco, an article that put in perspective the tailor-made wealth management services versus WealthTech. Wealth Management versus WealthTech In theContinue…

Few days ago, Allfunds a leading WealthTech and fund distribution companies joined the Openfunds association. Founded in 2015 by UBS AG, Credit Suisse AG, Bank Julius Bäer & Co. AG, and FE fundinfo AG, the association aims to establishing a common industry standard to improve the exchange and dissemination ofContinue…