Wealthtech

Bank CIC Launches “Next-Gen Robo-Advisor” Clevercircles

A new robo-advisor called Clevercircles has been launched by Bank CIC in Switzerland that promises more possibilities for investors and which brings a social aspect into online wealth management. Developed in partnership with Swiss IT services provider ti&m, Clevercircles joins

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Swiss Lykke Announces new Capital Raised

Lykke announces CHF 2M raised from a private investor to develop powerful go-to-market strategies and build a focused product line in the Exchange, Private Wallets, and Payments categories. The attracted funds will help Lykke grow and scale. According to the Strategy

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Wealthtech In Switzerland: A short Overview

Overview of Wealthtech in Switzerland Wealthtech, a sub-category of fintech which involves creating digital solutions to transform the investment and asset management industry, is thriving. In 2016, wealthtech companies raised a record of US$796 million through 98 deals, according to

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Robo-Advisory Market In Germany

Robo-advisors are set to become more and more important in Germany, and by 2022, it is estimated that these will manage as much as US$14 billion in assets under management (AUM) at a annual growth rate of 42.2%, according to

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All Robo Advisors You Have To Know In Switzerland

Robo advisors, a class of financial advisor that provide financial advice or investment management online with moderate to minimal human intervention, are growing in popularity. These provide digital financial advice based on mathematical rules or algorithms to automatically allocate, manage

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The Rise of Wealthtech: Infographic

Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today’s wealth management firms. These trends are re-shaping the look and feel of the industry, and the change is happening across

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Glarner Kantonalbank lanciert digitale Anlageberatung

Die Glarner Kantonalbank (GLKB) gestaltet ihre Anlageberatung neu. Die bewährte persönliche Anlageberatung wird ab dem 1. April 2018 mit einem innovativen, softwaregestützten Anlageprozess kombiniert. Anlageerfolge unterstützen das Erreichen von Spar- und Vorsorgezielen sowie den gezielten Vermögensaufbau. Entsprechend wichtig ist eine

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Allianz Suisse Lanciert ETF-Basierte Anlagelösung Für Private (ELVIA Einvest)

Im Niedrigzinsumfeld gewinnen passive Anlageinstrumente an Beliebtheit. Im Vergleich zu aktiv verwalteten Anlagen bieten sie Renditevorteile durch ihre günstige Gebührenstruktur. Exchange Traded Funds (ETFs) sind eine attraktive Kapitalanlage für langfristig orientierte Privatanleger u.a. im Hinblick auf die private Altersvorsorge oder

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Wealthtech Flourishes in Switzerland

A new generation of fintech companies is building digital solutions to transform the investment and asset management industry. Often referred to as “wealthtech” companies, these use artificial intelligence (AI) and big data to offer advice, and provide low-cost alternatives with

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Win 3 Free Tickets for Upcoming WealthTech Conference in Zurich

Get ready to take the next step into future of Wealth Management. Buy your ticket now and be a part of the exciting Finance 2.0 / WealthTech conference in Zurich. On November 14, 2017, leading experts are going to talk about

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