Au NOVA Wealth Summit, Fabrice Bruot et Jean-Charles Fouan expliquent pourquoi la qualité des données détermine ce que l’IA peut apporter aux conseillers.
Un client peut détenir des
At Geneva Wealth Day, Ralf Plänkers explains how to tell when portfolio management or client relationship software is slowing teams down, even if it still works.
Two minutes to generate
At Geneva Wealth Day, Sebastian Ochalek explores why closing the gaps in wealth data is essential to making AI useful in everyday portfolio management.
Connecting to a bank’s data
Au Geneva Wealth Day, Julien Poncé revient sur les conditions nécessaires pour intégrer durablement l’intelligence artificielle dans les pratiques du Wealth Management.
Une réponse convaincante ne suffit pas à
Découvrez comment les évolutions réglementaires et modèles de travail complexifient la gestion des retraites et des assurances, exposant les limites des systèmes actuels.
Face à la densification des obligations de conformité (AMLA, DORA, MiFID II), les acteurs du wealth management doivent d'urgence repenser leurs outils pour éviter l'asphyxie opérationnelle.
At FOAM, Andrea Noormann (3S Money) highlights how cross-border operations, multi-currency flows and structural complexity are reshaping wealth management priorities.
Flanks lance un copilote IA pour analyser les patrimoines complexes, permettant aux conseillers d'obtenir rapidement des insights exploitables sur les portefeuilles.
Xavier Babaud-Dulac, CEO de Karbonalpha, revient sur la souveraineté des données, la conformité by design, l’agrégation multi-compagnies et le rôle stratégique de l’IA dans le pilotage patrimonial.
With the STRC, 21Shares is introducing an ETP in Europe that provides exposure to a preferred share linked to Strategy’s Bitcoin cash reserves. A new bridge between traditional finance and digital assets.
Utmost has released the Winter 2026 Navigator. A technical deep dive into expat tax regimes across the UK, France, Portugal, Italy, and Spain for HNW and UHNW advisers.
Aptus.AI transforms regulatory compliance into a strategic asset for financial institutions, enabling seamless and data-driven governance through artificial intelligence.
Revenue for financial advisory firms reached €4.38 billion in 2024, underscoring their key role in financial advisory services despite a sector undergoing rapid transformation.
Discover how Flanks’ MCP protocol is transforming wealth management by securely and seamlessly connecting AI with real financial data through a standardized framework.
Three leading institutions (MIT, LSE, EUI) propose a simple, pro-competition institutional framework to revitalize European innovation. GDPR, fragmentation, sunset clauses, the “28th regime”… an in-depth analysis.
Following the FCA’s new guidelines, Bitwise is opening retail access to its Bitcoin and Ethereum ETPs on the LSE (Oct. 21) and reducing the expense ratio of BTC1 to 0.05%. Details, tickers, risks, and structure.