invest16

Investivity at Invest16

Investivity will be present at the Invest16 forum in Geneva.

This year, the event will be held on September the 21st and the 22nd.

Éric Thuillier, one of the two founders and managing partners of Investivity, will give this year …

Tue 20 September 2016 Read More

light-bulbs

Differentiate (or die trying)

What are the differentiating factors of more traditional advisors?

Not to be lured by robo-advisors, the clients of more traditional advisors will demand more and better follow-up, interactivity, explanations, psychological coaching in the face of difficult markets, financial planning, dynamic …

Wed 25 May 2016 Read More

apple

Are clients of wealth managers underserved?

Wealth management is currently in a state of flux.

New entrants with online automated solutions - so called robo-advisors - are appearing day in day out. Almost all of them offer a limited set of options and simplified versions of portfolios. This …

Wed 18 May 2016 Read More

ballons

Large versus small players

As the ongoing transformations of wealth management are broad in scope, one might think they are accessible only to the largest institutions.

Actually most of them have indeed embraced the observation and planning phase, but less so the operational one …

Wed 11 May 2016 Read More

telescope

Disruption risks ahead

How can existing wealth managers regain the trust of their clients and differentiate themselves?

Wealth managers that propose to their clients a few generic external funds, offer basic reporting, depend on retrocessions for most of their revenues or provide little …

Wed 04 May 2016 Read More