Behavioral Finance
Professor
Your unconscious investment decisions
Our Value
Client
10 minutes of interactive
client experience
investment
and behavioral training
Top Swiss
investor protection methodology
You
31 new data points
to the client profile
Recommendation to the client
of your investment solutions
Compliance with Law
and Regulatory directives
Our Experts
Doctor Thorsten Hens
University of Zurich
Melanie Knowles
Head Investment advisory and products
Institutional clients
Institutional clients
Credit Suisse AG
Dr. Enrico De Giorgi
Mathematics and decision-making
Professor
Professor
University of St. Gallen
Youri Vorobiev
Senior Investment
Consultant
Consultant
Credit Suisse AG
Olga Lebedeva
Personal psychology trainer
St. Petersburg State University, Faculty of Philosophy
Our News
12 / 12 / 2018
Attending the 14th IESE Banking Industry Meeting
"Operating models.., adapting to new regulatory frameworks, streamlining their lines of business, regaining profitability and embracing digital transformation"
30 / 11 / 2018
Submitting a proposal to NAUFOR
Recommending to extend the data list required to build a private investor's Investment profile
