Cluster Family Office Becomes First Spanish Firm to Launch SAGE SA’s Prospero Software

Cluster Family office has launched SAGE SA’s financial software, Prospero IAM and Family Office, thereby facilitating the servicing of their clients.“We chose Prospero after carefully evaluating more than 10 different software providers and after a year-long selection process” says Cluster Family Office CEO, Mr. Santi Soliveres Garcia-Garnero.Cluster Family Office is a...[more]

Spain’s Cluster Family Office to go live with Prospero solution from SAGE SA

IBS Intelligence, the leading consulting and research firm dedicated to the financial technology industry, recently published a case study on Cluster Family Office’s selection of SAGE SA’s Prospero solution for wealth management. Article in PDF------For more information, please contact SAGE SA at +41 21 653 64 01 (Switzerland).------[more]

Swiss bankers discuss new model at the SAGE sponsored seminar in Geneva on 12.9

Top Bankers Set Out USPs Beyond Secrecy For Switzerland

A wet Geneva morning did not deter some 100 Geneva-based bankers from attending the recent Breakfast Briefing on the world of Swiss private banking in an environment where the main selling point cannot be secrecy, or the fact that clients can hide money in the Alpine state’s bank accounts.This is not to say that there is no banking secrecy in Switzerland (as your correspondent has already been...[more]

Breakfast Briefing: La Suisse a les moyens de défendre sa place financière.

La Chine est en train de développer son secteur bancaire au même rythme que son industrie. La concurrence est vive pour la Suisse, d’autant que le dynamisme asiatique chamboule la donne. Les attaques des États-Unis et de l’Europe qui touchent les banques impliquées dans les malversations ébranlent la place financière suisse et jette son opprobe tous azimuts. La Suisse doit pourtant réagir et ne...[more]

Breakfast Briefing for Swiss Wealth Managers: USPs beyond secrecy

Date:Wednesday, 12th SeptemberTheme:Swiss wealth management: USPs* beyond secrecyProgram:8:15 am to 9:00 am: Registration and breakfast9:00 am to 10:00 am: Panel discussion10:00 am to 11:00 am: Solution showcaseVenue:Hotel President Wilson, 47 Quai Wilson, 1201 GenevaCost:ComplimentarySwiss wealth and asset management actors have a lot to offer beyond banking secrecy – and it’s now high time that...[more]

Market.ch: 200 milliards en un clic

La gestion de fortune du XXième siècle sera en réseau, ou ne sera pas. Rapides, souples, capables de s’étendre d’un clic au monde entier, les plates-formes d’experts indépendants représentent un modèle d’organisation qui permet d’envisager l’avenir avec confiance, y compris pour les PME. Même s’il tient parfois un discours aux résonnances «geekiennes», Olivier Collombin...[more]