Online Wealth Mgt

Top 9 Wealthtech Companies in Europe

Over the past ten years, numerous startups with digital business models have emerged within the wealth management industry. These businesses leverage digital platforms and technology to help investors connect with their peers and the right advisors, in addition to provide

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True Wealth erreicht 50 Millionen und 1000 Kunden

Das Fintech Startup True Wealth hat ein ereignisreiches Jahr hinter sich. Nicht nur wurde der tausendste Kunde und die 50. investierte Million erreicht, auch das Geschäftsmodell wurde grundlegend erweitert. True Wealth wurde im Jahr 2013 mit dem Ziel gegründet, eine

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The Role Of The New Advisor In The Digital Financial World

Robo-advisors, wealth management algorithms typically offered at low costs and with little human interaction, are gaining stream. Globally, wealth managers were responsible for US$74 trillion in assets under management (AUM) in 2014. BI Intelligence predicts that robo-advisors will manage around

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Germany’s Robo-Advisory Sector Is Getting Crowded

With 23 robo-advisors, Germany is Europe’s most crowded market when it comes to automated, algorithm-based portfolio management advice services. According to reports from Techfluence, there are currently some 64 robo-advisors in Europe, with the two predominant markets being Germany and

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Robo-Advisory: Wealth Managers Need to Adapt to New Environment

Robo-advisors are causing an uproar and the wealth management industry needs to adapt to this new environment, says Morgan Stanley, one of the largest wealth managers on Wall Street. According to Michael Cyprys, an equity analyst at the firm: “The

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New Report: Robo-Advisory Model At a Tipping Point

The robo-advisory model is at a tipping point with all current players needing further development if the robo concept is to prove long-lasting. Without further refinement on the part of the individual robo-advisors themselves, a substantial portion of current providers

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Hypomat der Glarner Kantonalbank gewinnt weiteren Kunden

Die von der Glarner Kantonalbank (GLKB) im September lancierte Kreditfabrik gewinnt mit Pax Versicherung einen weiteren namhaften Kunden. Die Laufzeiten für Festhypotheken weitet die GLKB mit ihrem Hypomat.ch auf 20 Jahre aus. Die kürzlich von der GLKB ins Leben gerufene

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Crowd-Investing mit Investory

Ähnlich wie Hotels, welches Reservierungen online annehmen um zu überleben, müssen Banken heute das Vermögensverwaltungsgeschäft immer stärker digitalisieren. Es handelt sich um eine Notwendigkeit. Wer heute Ferien im Ausland bucht, geht jedoch auf Vergleichsplattformen wie, Trivago, Ab-in-den-Urlaub, Opodoo, Ebookers usw.

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Capital Market Firms Must Collaborate with Fintechs to ‘Drive Their Own Evolution’

Innovation in capital markets is an “absolute imperative for investment banks to survive and thrive into the future,” according to a new report from Ernst and Young (EY), and with fintech booming all around the world, “the better answer for both

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World’s First AI Mortgage Advice Chat Bot

UK tech startup, habito, has launched the world’s first artificially intelligent Digital Mortgage Adviser (DMA) allowing millions of consumers to discuss their mortgage needs from any connected device, 24/7, without requiring a human broker. Built using AI technology and habito’s

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