FinTech Archives - Page 128 of 270

‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients

September 13, 2022

Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.

FinTech

Central bank oversight body sets end of year deadline for cryptoassets framework

September 13, 2022

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.

FinTech

Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider

September 12, 2022

The award recognizes Advisor360° for outstanding achievement in unified (all-in-one) systems by technology providers for the rollout of Digital Onboarding.

FinTech

Three-in-four wealth managers are gearing up for more cryptocurrency exposure

September 9, 2022

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.

FinTech

FNZ to acquire specialist wealthtech provider DIAMOS to continue to open up wealth in Germany

September 8, 2022

The acquisition will strengthen FNZ’s global client proposition adding advanced product and service solutions to its existing end-to-end wealth management platform.

FinTech

Singapore's DBS bank to expand digital exchange solutions

September 8, 2022

The bank’s brokerage arm in 2021 received a cryptocurrency licence from the Monetary Authority of Singapore

FinTech

WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium

September 8, 2022

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

FinTech

Real estate: UBS and Baloise are involved in the broker market

September 8, 2022

The support is provided digitally as well as personally.

FinTech

GenTwo opens up to retail investors

September 8, 2022

Private investors can access the services through financial intermediaries, such as their bank.

FinTech

Three quarters of wealth managers planning to embrace crypto

September 8, 2022

UK regarded as future regulatory hub

FinTech

Alpian partners with Visa to offer innovative, digital, and smart payment solutions for Switzerland

September 7, 2022

The card has no handling fees and offers each client a “unique, elegant and cost-effective means” for everyday banking needs.

FinTech

Malaysian wealth management app Versa secures eight-figure funding

September 7, 2022

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.

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