06/17/2025
Based on a survey of 354 single family offices and in-depth interviews with 40 senior executives, the global report examines how family offices use operational technology across front, middle and back-office functions, and the extent to which this drives
06/05/2025
Three-pronged AI strategy focuses on AI security, Vertical Fintech Expertise, and Full-stack AI platform support
06/04/2025
Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability
06/03/2025
This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.
05/28/2025
Amina, which is partnered with private banks including LGT, Julius Baer and Kaiser Partner, has pushed its assets to CHF 3.5bn.