04/09/2021

Envestnet buys Harvest Savings & Wealth Technologies

This acquisition optimizes our API-based financial wellness ecosystem, and also helps strengthen our foothold to enable embedded finance, which we see as a key driver of the future of financial services.

04/09/2021

Global Wealth and Lifestyle Report by Julius Baer

The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.

04/08/2021

Allfunds to list on Euronext Amsterdam

Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.

04/08/2021

Credit Suisse Bankers Grill CEO Thomas Gottstein

In response, Gottstein allegedly deferred to incoming chairman Antonio Horta-Osorio, highlighting his arrival later this month as an opportunity to reassess the bank’s strategy.

04/08/2021

The re-integration of wealth

Providing a vertically integrated, end-to-end service offering is often seen as a way to help firms expand their proposition and gain a greater share of clients.