3rd-eyes analyticsGoals-based investing: a widely used term without an all-encompassing definitionGoals-based or also goal-based investing is becoming increasingly popular. It represents the next level of client-centricity compared to…Apr 11, 2023Apr 11, 2023
3rd-eyes analyticsInvestors should protect the purchasing power of their assetsIt is essential to consider the effects of inflation and climate change in wealth planning. As Felix Csajka, Head Investments at 3rd-eyes…Jan 25, 2023Jan 25, 2023
3rd-eyes analyticsBonsai partners with Swiss Wealthtech, 3rd-eyes analyticsEmpowering Financial Professionals to deliver hyper-personalized advice through managing the entirety of a client’s balance sheet and…Jun 7, 2022Jun 7, 2022
3rd-eyes analytics3rd-eyes analytics receives support from the Swiss Federal Office for the EnvironmentZurich, 30.03.2022 — The Swiss WealthTech 3rd-eyes analytics is supported by the Technology Fund of the Swiss Federal Office for the…Mar 30, 2022Mar 30, 2022
3rd-eyes analytics3rd-eyes analytics is SOC 2 Level II certifiedTo meet the increased client and regulatory demands and continuously improve the internal control processes, 3rd-eyes analytics issues a…Feb 24, 2022Feb 24, 2022
3rd-eyes analytics3rd-eyes analytics helps to reduce the carbon footprintZurich, February 16, 2022 — The Swiss wealth tech 3rd-eyes analytics has developed an analysis and optimization tool with which the carbon…Feb 24, 2022Feb 24, 2022
3rd-eyes analyticsBenefits of goal-based advisory built on risk frameworkWe believe that goal-based advice is superior to any other form of investment advice as clients always have financial goals.Jan 24, 2022Jan 24, 2022
3rd-eyes analyticsChanging client needs in wealth management — not only after CoronaThe world has become a different place since mankind has been confronted with the coronavirus SARS-CoV-2. On a global scale, people’s…Jan 5, 2021Jan 5, 2021
3rd-eyes analyticsEight cornerstones of future-oriented client advisoryFinancial service providers have been operating in a challenging environment for years. Banks, wealth managers and insurance companies are…Sep 10, 2020Sep 10, 2020
3rd-eyes analyticsESG integration — the current situation in Asset & Wealth ManagementThe capital market is undergoing profound changes: In addition to the current impact of the COVID-19 crisis and the regulation…May 22, 2020May 22, 2020
