How Fintech is Fixing Broken Credit

Oct 19, 2020

Conventional banks now account for 72% of the stock market value of the global banking and payments industry, down from 96% in 2010.

Fintech is allowing new start-ups to create new channels of distribution reducing commissions and fees or coming with innovative low costs products.

Do you think this good or bad for finance?

The ANT Group will further disrupt the comfort zone of Bankers. The giant Chinese fintech upstart is expected to raise more than $30bn, eclipsing Saudi Aramco’s debut last year.

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Is a PWFO a Family Office?

Jul 17, 2020

A PWFO Swiss Certified is a member of the Private Wealth & Family Office, an Association that encourages the professional development and continuing education of its members in the domain of financial services, in particular private wealth and family office services.

A PWFO is a Practitioner assisting clients in all the latter’s wealth matters from an accounting, controlling, and risk management perspective.

A PWFO, for the account of his/her client, selects, validate and monitor banks, asset managers, and other service providers to ensure that the client’s objectives are achieved.

A PWFO gives the clients back control back over their assets, have better visibility of the charges being incurred, and a clearer view of risk-return performances.
So a PWFO does practice as a Family Office – I did!
  
The mission of PWFO Association is to become:
To become the standard-bearer for the creation and protection of wealth for all private citizens and families....

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Switzerland as the place to raise finance!

Jul 16, 2020

Switzerland remains high atop the list of preferred business locations due to its low taxation of foreign corporations and individuals.

Thanks to the high density of international and local financial service providers, companies from other industries have access to a sophisticated liquid capital market and modern financial infrastructure. There is also a broad range of project financing and investment consulting services on offer. A variety of support is also provided for assessing risks, as well as for mergers and takeovers.

Switzerland, being an attractive trading center, is especially interesting for companies from the pharmaceutical, biotechnology, and medical technology industries.

The Swiss stock exchange is the most important Life Sciences stock exchange in Europe. BX Swiss offers a cost-effective and issuer-friendly alternative trading platform for small and medium-sized companies.


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The origin of Banking and Private Banking

Jul 14, 2020

The history of banking began with the first prototype banks which were the merchants of the world, who gave grain loans to farmers and traders who carried goods between cities. This was around 2000 BC in Assyria, India, and Sumeria. Later, in ancient Greece and during the Roman Empire, lenders based in temples gave loans, while accepting deposits and performing the change of money.
(From Wikipedia, the free encyclopedia)

Modern banking started as Private Banks. The first banks in Venice were focused on managing personal finance for wealthy families.

Traditionally, private banks were linked to families for several generations.  They often advised and performed all financial and banking services for these families.


The Transformation of the Banking Ecosystem. Fintech is undoubtedly disrupting the financial services industry already, perhaps not as fast as was expected but it is happening.

Innovative ideas are supporting new business models every day. Banking, in general,...

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What is Wealth Management?

Jul 09, 2020

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.

What Is Private Banking?
Private banking consists of personalized financial services and products offered to the high-net-worth individual (HNWI) clients of a retail bank or other financial institution. It includes a wide range of wealth management services, and all provided under one roof. Services include investing and portfolio management, tax services, insurance, and trust and estate planning.
- Investopedia


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The Problem with finance?

Jul 07, 2020

We all agree that Governments need to have good laws, institutions, and processes in place to ensure accountability, stability, equality, and access to justice for all. This ultimately leads to respect for human rights and the environment. It also helps lower levels of corruption and instances of violent conflict. This concept is called the "rule of law." There are great benefits to business, and other stakeholders, in respecting and supporting the rule of law. Where the rule of law is weak, it is harder for responsible businesses to function, and to meet their legal obligations and have their legal rights protected. Ms. Christina Koulias, Senior Manager, Anti-Corruption and Global Governance

 

Nowhere is implementing the rule so difficult as in Financial Services. One of the reasons is information asymmetry. Unlike many other industries, it is one where providers package products that they understand better than supervisors and consumers. Hence supervisors always play catch....

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Switzerland Ranks as World’s Best in Attracting Talent

Jul 06, 2020

Switzerland once again clinched the No. 1 spot in a global survey on fostering and attracting talent, edging out the U.S. and Singapore, according to the Global Talent Competitiveness Index published by French business school, INSEAD. Europe dominated the highest positions, with only seven non-European countries in the top 20.

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Contact us for a turnkey solution to having a presence in Switzerland.
It is more affordable than you think!

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Mauritius a High Income Country!

Jul 06, 2020

Mauritius: A High Income Country! 

 

In an official communique issued on 1 July 2020, the World Bank has recognized Mauritius as a High-Income country for the first time. Mauritius is now the second country in Africa, after Seychelles, to join the league of high-income countries.

 

Shared with us by Intercontinental Trust Limited, Level 3 Alexander House, 72201, Ebene, Mauritius 

 

 To develop into Africa: come and establish in Mauritius! 

 

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The history and future of the Banking Profession

Jul 02, 2020

Riding the next disruption in banking!

 

The history of banking began with the first prototype banks which were the merchants of the world, who gave grain loans to farmers and traders who carried goods between cities. This was around 2000 BC in Assyria, India, and Sumeria. (From Wikipedia, the free encyclopedia).

 

The world financial system and economy cannot function without Banks. At its most basic banks were principally allocate funds from savers to borrowers in an efficient manner. 

 

With Covid-19 and the near-collapse of the world economy, the Central and Commercial Banks are doing their best to relaunch the markets.

 

Well before the recent downturn, factors like technological, economic, geopolitical, demographic, and environmental were converging in an accelerated way to create changes in the mind and behavior of society and the economy in general. 

 

Accordingly causing changes in the banking industry as well.

 

These...

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