Join us for this WealthTech Talks Webinar focused on cross-border portfolio management, hosted by The Wealth Mosaic, the digital marketplace for wealth management, Croesus, a leading solution provider for the wealth management sector and Indigita, a leading Swiss RegTech company, enabling financial institutions to safely and efficiently conduct business worldwide
Discover how personalised portfolios are now a reality with Croesus Central, integrating Indigita’s tax data. Join us for this WealthTech Talks Webinar to find out and discover more about the advances in personalised portfolios to drive greater tax efficiency and higher portfolio returns.
Hosted by The Wealth Mosaic, the digital marketplace for wealth management, Croesus, a leading wealth management solution provider, and Indigita, a leading Swiss RegTech company, enabling financial institutions to safely and efficiently conduct business worldwide, this webinar will explore how you can optimise your portfolio management across borders to drive greater tax efficiency and higher portfolio returns.
This webinar features panelists, including:
» Romain Faraut, Market Lead, Switzerland, Croesus
» Nabil Hatimy, Director, Head of Clients Delivery & Partnerships, Indigita|
» Marc Bussell, Head of Content and Memberships, The Wealth Mosaic
This 45-minute webinar at midday CET on Wednesday March 26th will place special emphasis on how you can:
- Boost international client returns:
Maximise investment performance while factoring in tax jurisdictions across over 80 countries.
- Enhance client satisfaction:
Deliver truly personalised investment strategies that reflect individual needs and preferences.
- Increase efficiency:
Streamline workflows, minimise errors, and free up time for higher-value activities.
Don't miss this opportunity to connect with experts from Croesus and Indigita!
Topic Background
Switzerland is a magnet for international investors seeking stability and expertise. Billions of Swiss Francs vanish yearly due to inefficient tax strategy, a loss for your clients and a missed opportunity to demonstrate your value. Embrace personalised tax-efficient solutions to protect your client’s wealth and solidify your reputation as a trusted advisor.
Sophisticated solutions like Croesus Central, integrated with Indigita's tax data, empower you to navigate complex international taxation and optimise portfolios for each client. Maximise returns, minimise liabilities, and boost client satisfaction – driving success for your business.
About Croesus
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces.
Croesus’s solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximise the management of their financial assets. Croesus’s mission is to provide a superior experience to its clients, users, and partners.
Since its creation in 1987, Croesus has a proven track record of accuracy, robustness, and durability and is committed to maintaining the long-standing trust of the most demanding financial institutions. Croesus’s clients are private banks, wealth management divisions of large commercial banks, credit unions, family offices, wealth and asset management firms.
Find out more about Croesus here.
About Indigita
Founded in 2016, Indigita helps banks and asset managers conduct business in a compliant way to minimise cross-border risks – so they can fully focus on delivering excellent service to their clients.
Indigita offers a comprehensive portfolio of digital solutions, including digital applications, APIs and e-Learnings, designed for seamless cross-border compliance. Our solutions are based on the expertise of BRP Bizzozero & Partners SA, giving our clients access to industry-leading regulatory guidance in over 190 jurisdictions.
Find out more about Indigita here.
