09/15/2022
Tech-driven asset manager Ethic raises $50m to spur growth
Ethic intends to use the latest investment to drive its growth, which involves enhancing its reach in new areas and develop fresh products.
FinTech
09/14/2022
Fintech innovation among private banking industry companies has dropped off in the last three months
Analysis of patent filings shows a shrinking level of fintech related applications in the industry over the past three months, compared to last year
09/14/2022
BBVA Switzerland’s New Gen account boosts its international expansion via digital onboarding based on ‘selfies’
BBVA Switzerland is leveraging this technology, which can verify identity documents and passports from more than 190 countries, to boost its international expansion.
09/13/2022
Coutts bank warns customers not to update their iPhone operating systems or they will lose online banking services
It said they may lose access to their Coutts digital services if they upgraded to iOS 16, Apple’s biggest update to the iPhone since 2020 which was released yesterday.
09/13/2022
St. James's Place adopts Napier screening tech
The partnership will upgrade SJP’s client and entity screening capabilities, strengthening and enabling agility within its financial crime compliance function.
09/13/2022
Central bank oversight body sets end of year deadline for cryptoassets framework
The unwinding of public support measures - which were critical in shielding banks from losses over the past two years - places greater importance on the resilience of the banking sector to absorb potential shocks.
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.
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.