Adriano Lucatelli, founder of Descartes Finances, emphasizes the importance of intuition and vision in his career, which began with a leap into the unknown. He values a good work-life balance and is motivated by the desire to create lasting impact, while also cherishing classic cars and fine wine. Lucatelli’s journey reflects a commitment to flexibility and shared values in leadership, alongside a notable investment success with Xerox in the 90s.
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0 posts last weekFintech Descartes Expands Offerings to Include Säule 3b Vorsorge in App
Fintech Descartes, founded by former UBS manager Adriano Lucatelli, has launched a new app targeting private retirement savings, expanding its offerings to include pillar 3b. The app features low costs, a low entry threshold of 10 Swiss francs, and easy conversion of 3b assets into Descartes Finance’s traditional wealth management products. This innovation also aims to tap into the B2B market, offering “Wealth as a Service” to asset managers and insurers.
read moreThe Future of Banking: Insights from Industry Experts at Finanz’24
High-profile guests will discuss the banking industry’s response to the financial needs of the “GenZ” or “NextGen” at the Finanz’24 event in Zurich. The role of banks in the digital age, the potential of “Super-Apps” for financial services, and the impact of digital advancements and fintech startups on traditional banking will be debated. The panel includes experts from marketing, banking, fintech, and technology backgrounds, offering diverse perspectives on the future of banking.
read moreThe Pitfalls of “Buy Now, Pay Later” Mentality in Swiss Pension System
The debate over the Swiss pension system revolves around the potential drawbacks of allowing individuals to freely choose their pension funds. Advocates caution against increased administrative costs, reduced investment efficiency, and the risk of diminishing retirement benefits. On the other hand, proponents emphasize the current system’s cost-effectiveness, stable returns, and individualized savings approach, highlighting its role in providing security and flexibility for retirees.
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