Investment

Planet of Finance revitalises flat wealth management space with 3D marketplace

by NS Partners

Planet of Finance, the world’s largest online community dedicated to the wealth management industry, has annouced the launch of Planet of Finance 3D, a unique marketplace connecting wealth managers with investors and peers.

For investors, it’s a powerful free tool to connect with wealth managers and financial advisors 24/7. Investors can approach and speak with any registered wealth manager, seeking the insights they need to make smart choices on how to look after their money. The permanent marketplace has already attracted some of the biggest industry names including: Bordier & Cie, Indosuez Wealth Management, IG-Bank, IRISOS SA, Lombard Odier, Notz Stucki and Union Bancaire Privée, all of which investors will get direct access to from 3rd April.

For wealth managers, Planet of Finance 3D slashes the cost of customer acquisition. Wealth managers can design virtual booths with customisable messaging to attract prospective investors. They can then share videos, brochures and business cards and answer queries from potential prospects via chat or Skype calls. Planet of Finance 3D also allows professionals to connect with peers in order to find business partners, expansion opportunities and more.

NS Booth
Notz Stucki Booth on Planet of Finance 3D

Both investors and professionals will also benfit from regular digital events dealing with the main themes and trends in investment and the wealth management industry. Planet of Finance 3D will be running a core event programme for private individuals and professionals on different topics such as robo-advice, crowdfunding, technology and asset allcoation. Banks and exhibitors will also be able to host their own events and broadcast live videos from the auditorium.

“Planet of Finance 3D offers a real opportunity to explore new ways to connect with prospects and peers at any time. We see this platform helping us to attract younger, tech-savvy clients who have not previously had the time or passion to explore wealth management options. The 3D marketplace will also allow us to build relationships and share solutions with other finance professionals”, commented Antonio Mira, Group CFO at Notz Stucki.

 

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

The challenge is to have the right agenda to orient the business, its transformation and the appropriate use of data.

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

It’s all about finding the right balance between making money, capital preservation and liquidity.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Nothing great is created by following the herd. Whoever has heard of Alexander the Average?

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

If you want peace, prepare for war. The same goes with risk management.

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