09/13/2022
‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
FinTech
09/12/2022
Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider
The award recognizes Advisor360° for outstanding achievement in unified (all-in-one) systems by technology providers for the rollout of Digital Onboarding.
09/09/2022
Three-in-four wealth managers are gearing up for more cryptocurrency exposure
Backing up the findings, data was also collected from an extensive survey circulated to independent financial advisors and wealth managers across the UK and Europe.
09/08/2022
FNZ to acquire specialist wealthtech provider DIAMOS to continue to open up wealth in Germany
The acquisition will strengthen FNZ’s global client proposition adding advanced product and service solutions to its existing end-to-end wealth management platform.
09/08/2022
Singapore's DBS bank to expand digital exchange solutions
The bank’s brokerage arm in 2021 received a cryptocurrency licence from the Monetary Authority of Singapore
09/08/2022
WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium
The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur
09/08/2022
Real estate: UBS and Baloise are involved in the broker market
The support is provided digitally as well as personally.
09/08/2022
GenTwo opens up to retail investors
Private investors can access the services through financial intermediaries, such as their bank.
09/08/2022
Three quarters of wealth managers planning to embrace crypto
UK regarded as future regulatory hub
09/07/2022
Alpian partners with Visa to offer innovative, digital, and smart payment solutions for Switzerland
The card has no handling fees and offers each client a “unique, elegant and cost-effective means” for everyday banking needs.
09/07/2022
Malaysian wealth management app Versa secures eight-figure funding
The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.
09/07/2022
Swiss crypto asset manager valued at CHF 2bn
The fundraising round was worth $25m (CHF 24.59m) and led by a hedge fund from London.
09/07/2022
Fresh investment for app that allows buyers to find off-market homes and directly engage potential sellers
Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil
09/06/2022
The world's leading financial technology (fintech) vendors and solutions
The annual ‘Sales League Table’ by IBS Intelligence sheds light on the world’s most popular and used fintech solutions.
09/06/2022
Why integration should matter for tech-focused wealth firms
FutureVault CEO speaks out on need for long-term vision in tech implementation to avoid business risks
09/05/2022
BlackRock to Use Kraken Subsidiary for Crypto Offering
Shortly after, BlackRock launched a spot bitcoin private trust for U.S.-based institutional investors.
09/05/2022
Infront Inks Deal to Acquire Assetmax to Boost Its Wealth Management Offering
The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.
09/02/2022
Sygnum: the first Swiss bank to open a metaverse hub
The hub showcases Sygnum’s Web3 product innovations and provides a trusted entry point for investors into the emerging USD 5 trillion crypto-powered metaverse economy
09/02/2022
StashAway partners with BlackRock to offer multi-asset model portfolios to its clients
This partnership will give more investors across Asia access to BlackRock’s insights and investment capabilities via StashAway’s platform, offering diversified and liquid ETFs as building blocks for portfolio construction, maximising the value
09/02/2022
BXM Link gets green light for European expansion
Bitmex Link is Bitmex Group's brokerage service for trading digital assets.