Loralie SA

Do you really pay the “FAIR” price to your bank?

Do you really pay the “FAIR” price to your bank? >>> Check before you transfer any securities. Dear business owner Last Monday, I almost had a heart attack!  I was controlling the accounting of one of my clients. A dynamic international business transferring securities from one bank to another.  I realized that the bank’s fees …

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The conflicts of interest of wealth managers

Asset managers have a strong incentive to recommend the financial products on which they are best paid.   Therefore inexpensive ETFs or stocks and bonds of companies known for their ecological, social or entrepreneurial responsibility rather rarely appear in the investment plans that banks manage for their clients.   Another potential source of conflicts of …

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