06/03/2022
Wealthtech FinaMaze partners investment research firm Ned Davis Research
In return, FinaMaze builds the “Dynamic Ned Davis” Smartfolio following the guidelines of the research firm’s world-class service.
FinTech
06/02/2022
The Best Digitalized Swiss Private Banks
The bank showed a sharp increase in YouTube subscribers, good engagement on Instagram
06/01/2022
Money can’t buy happiness…but Cloud can
Something we are instead 100% sure about is that those who considered Cloud a passing fad had it all wrong and it still increasingly provides a big opportunity to enable business change
05/31/2022
FB50
The industry measure of brand success from the voice of the market. An annual study of fund selectors' best global asset management brands.
05/30/2022
White Paper: The Future Of Fund Management
We highlight and discuss three key areas
05/30/2022
New IPO Trophies for the Spanish Exchange: with Flying Colors
The Spanish stock exchange has double reason to celebrate, with the introduction of two new IPO trophies: one for the growth-oriented market (BME Growth), and one for the main market.
05/30/2022
CaixaBank launches subsidiary company OpenWealth for high net worth clients
OpenWealth will provide a ‘Multifamily Office’ offering to customers
05/26/2022
Wealth start-up wins funding
HSBC AM is joined by Japan-based private equity firm Daiwa PI Partners and shareholders
05/26/2022
Digital PB partners with Italian group to boost digital WM
In April 2022, Fideuram-ISPB made a CHF 19m equity investment in the digital bank as part of the latter’s series B+ financing round.
05/26/2022
Robotics hiring levels in the private banking industry rose in April 2022
We've analysed hiring patterns using data from GlobalData
05/25/2022
UBS Beefs Up Digital Connectivity With New App
The app will also add new features every month with the next phase
05/25/2022
Fidelity partners with Moonfare to broaden access to private assets
The service is first available in Hong Kong and Singapore.
05/25/2022
Intesa Sanpaolo Private Banking partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB
The combination of this expertise with Fideuram-ISPB’s private banking knowledge will allow to develop a product roadmap designed to enhance the digital wealth management offerings for Fideuram-ISPB’s clients.
05/25/2022
Another Real Estate Company Joins SIX Swiss Exchange: Welcome EPIC Suisse!
With its successful listing, EPIC Suisse AG becomes the third company to list on SIX Swiss Exchange this year, thereby increasing its peer group of listed companies in the real estate sector. The opening price was CHF 68.00, resulting in a market capitali
05/24/2022
UBS to Launch Banking App in Singapore
If successful, the new app which is designed to connect investors with ideas in a global ecosystem could be used in other markets.
05/24/2022
One deadline ahead in Operational Resilience. Now off to the next!
The countdown has already started to the next deadline of 31 March 2025, for firms to prove their ability to operate within impact tolerances.
05/23/2022
White Paper: The Future of Fund Management
The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins
05/20/2022
Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services
The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.
05/20/2022
Canadian advice tech firm enters UK market
This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.
05/20/2022
Swiss asset manager Julius Baer eyes crypto and DeFi potential
Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.