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March 11, 2025
Ai usage in model portfolio
March 11, 2025
Ai usage in model portfolio
Imagine having a roadmap tailored to guide you through the complexities of investing. That’s what model portfolios offer—an expertly crafted mix of investments, including stocks, bonds, and cash, desi […]
March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
A significant portion of household wealth in Europe remains locked in short-term financial products, while long-term investment avenues are often underutilized. However, the transformation of savings […]
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
On May 24, 2023, the European Commission unveiled a comprehensive proposal known as the Retail Investment Strategy (RIS). This effort represents a big step towards changing the situation for retail in […]
February 05, 2025
Hyperpersonalisation in investment planning
February 05, 2025
Hyperpersonalisation in investment planning
Think of getting a birthday card with your name spelled using glitter very delicately – one feels appreciated. Consider a financial plan meticulously designed to suit your life dreams and risk toleran […]