Wed, 26 Mar | Zoom
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.
Register
Time & Location
26 Mar 2025, 12:00 – 13:00
Zoom
About the event
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 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, minimize 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.
Organizer:
The Wealth Mosaic
Our Speakers:
Romain Faraut, Market Lead Swiss Market at Croesus
Romain Potet, CEO at BRP tax
