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Unclaimed Funds in Switzerland: 25 Years Later, Where Do We Stand?
As regulatory requirements tighten and client needs become more complex, private bankers are…
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April 7, 2025
Wealth Migration: A Guide For Private Bankers
As regulatory requirements tighten and client needs become more complex, private bankers are…
March 3, 2025
3 Cross-Border Challenges for Swiss Private Bankers
As regulatory requirements tighten and client needs become more complex, private bankers are…
February 20, 2025
Why Tax Residency Matters: A Key Factor in Portfolio Management
In today's economic climate, where governments are actively seeking new revenue streams to…
February 18, 2025
Indigita and Prometeia Enhance Financial Advisory Workflows with Cross-border Expertise
Swiss regtech leader Indigita and global advisory firm Prometeia have partnered on an…
November 22, 2024
Wealth Management: 7 questions to ask an advisor
This lack of clarity highlights the importance of understanding the key aspects of…
July 26, 2023
Indigita’s cross-border compliance API is now available on Temenos Exchange
Following a new collaboration between Indigita and Temenos, cross-border compliance and tax suitability…
March 28, 2023
SPHERE Magazine: Interview with Achille Deodato on the cross-border regulations in Wealth Management
N° 29 – March – May 2023SPHERE MAGAZINE In this interview, Achille Deodato,…