Wealthtech

9 Wealth Management Trends for 2021

Sustainable investing, hyper-personalization and ecosystem building are among the top nine trends wealth management firms must prioritize in 2021, French consulting firm Capgemini says in a new report. In a paper titled Top Trends in Wealth Management 2021, the company

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Senior Kundenberaterin der Basler KB wechselt zu Zürcher Fintech Vorsorge Unternehmen

Patricia Wunderlin war in den letzten 5 Jahren bis Dezember 2020 als Beraterin für vermögende Privatkunden bei der Basler Kantonalbank tätig und wechselt nun zum Fintech Vorsorge Startup Sparbatze. Davor hat sie 19 Jahre lang bei der Credit Suisse in

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Gentwo Wins Engagement of Fintech Influencer Spiros Margaris

Spiros Margaris, a venture capital investor and celebrated futurist (global No. 1 fintech and finance influencer), will become a new member of GENTWO‘s Advisory Board. The globally recognized financial influencer and experienced start-up coach will provide valuable support to the

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Investart Drops Commissions to Zero in Switzerland

Investart is a Swiss online investing service. Its intuitive “click-of-a-button” platform is intended for everyone, catering especially to regular people who are new to investing. Clients can choose between creating and managing their own investment portfolios or, alternatively, accepting portfolios

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Belgian Wealthtech Startup InvestSuite Raises €3 Million

InvestSuite, a Belgian B2B wealthtech company, announced that it has successfully completed a new funding round, raising €3 million. This brings the total raised to €9 million since inception in 2018. Existing investor PMV, has poured in an additional €800.000

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TX Group Grabs the Lead in Selma’s Funding Round

Swiss media TX Group continues to bolster its fintech portfolio by being the lead investor in digital financial advisor Selma Finance’s Series A funding round. The Swiss-Finnish fintech Selma Finance, with offices in Zurich as well as Helsinki, makes investing

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German FinLab EOS VC Fund Invests in AlgoTrader’s Series A Funding Round

AlgoTrader, a Swiss institutional-grade algorithmic trading software solution provider, announced that FinLab EOS VC Fund has invested an undisclosed seven-digit amount into its company. This raises the total investment raised during its Series A funding round to CHF 5.2 million.

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FlowBank lanciert Next Generation Investmentplattform

Mit der Vision, Investoren ein nie dagewesenes Online-Handelserlebnis zu bieten, lanciert FlowBank die Trading-Plattform FlowOne. Die innovative digitale Lösung der jüngsten Schweizer Bank ermöglicht Anlegerinnen und Anlegern weltweit Zugang zu einer breiten Palette von Anlageklassen über ein einzigartiges Multi-Currency-Bankkonto. «Wir

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Etops Has Acquired 100% of Evolute

Etops AG, a banking service and software provider, has announced that it has acquired 100% stake in Evolute AG, which offers solutions for wealth management services. After integration, the merged company where the general management of which will be taken

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Vertrauen in digitale Anlageangebote wächst in der Schweiz

Die Zahl der Fintech-Unternehmen in der Schweiz hat sich in den vergangenen fünf Jahren nahezu verdoppelt. Alleine rund 150 Fintechs bieten Dienstleistungen im Bereich Investment Management an. Allerdings vertrauen potenzielle Schweizer Nutzer digitaler Anlagemöglichkeiten dabei eher den Lösungen etablierter Finanzdienstleister

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