Online Wealth Mgt

Piguet Galland integriert «Performance Watcher»

Die Bank Piguet Galland wird ab heute all ihren unabhängigen Vermögensverwaltern das Portfoliobewertungs- und -vergleichstool «Performance Watcher» anbieten. Entwickelt wurde die Portfolioüberwachungs-Applikation durch die Firma Investment by Objectives IBO.    «Performance Watcher»-Netzwerk möchte die Bank Piguet Galland all ihren unabhängigen

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Anmerkungen zum Robo Advising; Wann folgen Google und Apple?

Dass sehr wohlhabende Kunden sich bei der Verwaltung ihres Vermögens häufig auf den Rat von Bankmitarbeitern stützen, veranlasste Warren Buffett zu der ironischen Bemerkung: Wall Street ist der Ort, an dem Menschen im Rolls Royce vorfahren, um sich von Menschen beraten zu

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Potential of Robo Advisors in the Insurance Industry

Automated advisory platforms, or so-called robo advisors, have been making a lot of noise in the financial services industry because of the high level of automation and efficiency they bring to the table. In a new report entitled ‘AI –

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KPMG Report: Robo Advice Platforms Will Manage US$2.2 trillion Worth of Assets by 2020

KPMG surveyed 1,500 bank clients about their awareness of and interest in digital wealth management, or robo-advisors. The firm found that while awareness of the robo advising services of popular fintechs including SigFig, Betterment, Wealthfront and FutureAdvisor (8% to 15%)

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Acebanker: Making Wealth Management Accessible and Comprehensible to Ordinary People

Singaporean startup Acebanker offers a mobile app that aims to democratize private banking and make wealth management services accessible and comprehensible to ordinary people. Underneath, there is an algorithmic-based wealth manager with machine-learning capabilities that uses real-world market data to

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Disrupting Money Management Across The Board

Just a few years ago, no one would have predicted mobile and social media would play a big role in money management. Smartphone penetration is reaching a critical adoption level, and the technology provides new methods for conducting day-to-day financial

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WealthInitiative Launches Online Platform to Enhance Wealth Managers’ Value Proposition for Real Estate, Art and Passion Investing

WealthInitiative a Zurich-based fintech startup, has announced the release of its online platform and marketplace that aims to empower wealth managers with a more efficient tool to monitor and manage real estate, art and passion investments. The WealthInitiative platform, launched

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MeetInvest: the Free Toolkit for Independent Investors

MeetInvest seeks to democratize stock market investment with a free service that combines a social media platform and an investor toolkit, bringing in one place all the necessary resources for people to start trading like pros. “We want to empower

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SwipeStox the ‘Tinder for Trading’; Snapchat Developing Robo-Advisory Tech

SwipeStox, the self-proclaimed “Tinder for trading,” lets you “swipe and trade” following advices from successful professional traders, who themselves make cash when being copied. Created by the Naga Group AG, a Hamburg-based fintech firm founded in October 2015, SwipeFox is

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RobinHood Free Trading App Hints at Europe Expansion with New Job Listing

Robinhood, a major American brokerage known for being the first company to offer zero trading commissions for US listed stocks as well as zero account minimums, is planning to launch in Europe as the company seeks for a “Chief Executive

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