07/09/2020 | By: Alexandre Farah Diniz

Get to Know Britech: How Our Technology Can Help You

If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups to client meetings, and tedious investment reporting, it’s easy for life to get a little complicated.

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  • Get to Know Britech: How Our Technology Can Help You

    By: Alexandre Farah Diniz

    If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups to client meetings, and tedious investment reporting, it’s easy for life to get a little complicated.

    Read more →
  • How to Create a Winning Website for Your Financial Firm

    31/08/2020 By: Alexandre Farah Diniz

    These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your website is your digital business card that not only represents your firm and services, but it can be the very thing that converts a lead into a client.

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  • How Wealth Managers Can Embrace Digital Disruption Within the Investment World

    24/08/2020 By: Yuryi Ferber

    Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the better, even if it means redundancy and obsolescence. But what could this look like for the financial services industry and the wealth management sector in particular?

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  • LinkedIn for Financial Advisors: The How-to Guide

    19/08/2020 By: Renato Castro

    Social media can be a winning strategy to bring in your top clients and to full your roster - when used correctly. For financial advisors, dominating the likes of Instagram and Facebook may not seem like the right space for your business. Although these platforms can be beneficial for outreach purposes, it’s LinkedIn where advisors can genuinely thrive. 

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  • An investment comparison: US x Europe

    18/08/2020 By: Raul Tortima

    All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or outside of Europe, like US and other global markets. The US market, on the other hand, is quite self-invested, pouring money into its own products.

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  • How The Investment Management Industry Has Been Impacted By COVID-19

    23/07/2020 By: Renato Castro

    Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have been impacted - including investment management. Markets have been moving rapidly while uncertainty has been at an all-time high. This has caused a lot of confusion among investment managers and the kind of strategy to follow. 

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  • When is it the Right Time to Upgrade Your TAMP?

    By: Antonio Neri

    Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the end of 2019, Forbes stated that TAMPs were expected to manage close to $4 trillion in client assets. With this in mind, it’s apparent that using outsourcing investment management is on the rise.

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