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    Guide on tax suitability of financial products & transparency rules for entities
    • Feb 15

    Guide on tax suitability of financial products & transparency rules for entities

    Source: BRP Tax SA In the context of the tax suitability of financial products, the Financial Institution managing the assets of a...
    Is private banking entering the post-COVID era with a new client relationship culture?
    • Sep 7, 2021

    Is private banking entering the post-COVID era with a new client relationship culture?

    In the Swiss private banking sector, many within the industry believe that life post-Covid-19 will not be too dissimilar to life as it...
    What you should know about the architecture of Swiss financial market legislation – FinSA and FinIA
    • Jul 13, 2021

    What you should know about the architecture of Swiss financial market legislation – FinSA and FinIA

    Source: BRP Bizzozero & Partners SA As we all know, January 1, 2020, represented a turning point for Swiss financial market regulation....
    Sustainable Finance – Transitioning financial services and products to ESG
    • Jul 1, 2021

    Sustainable Finance – Transitioning financial services and products to ESG

    Source: BRP Bizzozero & Partners SA While interest in Sustainable Investments was already on the rise before the COVID-19 pandemic,...
    E-learning for Financial Institutions and Cross-Border Compliance
    • Jun 3, 2021

    E-learning for Financial Institutions and Cross-Border Compliance

    The global value of e-learning in 2019 was $144 billion, and this figure is expected to surge to $374.3 billion by 2026. The numbers...
    Tax Suitability is the new benchmark for Tax Compliance
    • Apr 19, 2021

    Tax Suitability is the new benchmark for Tax Compliance

    Source: BRP Tax SA A famous phrase touts that only two things are certain in life, one of them being taxes. This certainly is true, given...
    APIs and the Future of Digital Compliance
    • Apr 13, 2021

    APIs and the Future of Digital Compliance

    We live in a digital age where the scope of technology now at our disposal would have been too unfathomable for most people to comprehend...
    Shining a spotlight on Indigita at Wealth Dynamix’s webinar
    • Jun 8, 2020

    Shining a spotlight on Indigita at Wealth Dynamix’s webinar

    Geneva, 8 June 2020 – Our CEO, Achille Deodato had the pleasure to participate in the serie of Webinars ,,Spotlight on’’ of Wealth...

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