Tag "wealth management"

Social-Private-Banking: How to Make Customers (with Fintech) more Happy?

We all want to be satisfied. We want to be happy. Each generation and culture, however, interprets “happiness” differently. Being satisfied is something personal and personalised. Whoever manages to create happiness and/or satisfaction for others, fosters their trust. By: Eric

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Wealth Managers ‘Dangerously Behind’ in Digital Tech Adoption

The rise of technology has altered how we live and do business, impacting all parts of the economy, including finance and wealth management. But as digital disruption advances, wealth managers are found to be “dangerously behind” the curve in adoption,

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Asset Managers Need to Adapt Their Business Models

As fintech surges, Luxembourgers asset managers and servicing firms “are well-positioned to ensure that Luxembourg is in the driving seat for innovation,” according to Simon Ramos, partner of Deloitte Luxembourg. In a new paper entitled ‘How can fintech facilitate fund

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PwC & CACEIS Advise Investment Firms to Have a Clear Online Marketing Strategy

The rise of the digital economy has changed the way businesses deliver services, interact with clients and market their products. As social networks have become an important component of our daily lives, asset managers and investment firms need to have

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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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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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