Wealthtech
Julius Baer Rolls Out Digital Onboarding for Its Private Clients
Swiss wealth management group Julius Baer has introduced a guided digital onboarding solution for clients, including a complete video identification service. The bank claims to be one of the first wealth managers to provide a guided digital onboarding experience tailored
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Swiss Private Bank Starts Offering Crypto Investments
Bordier & Cie SCmA, a Swiss private bank founded in 1844, has expanded its offering to include cryptocurrencies by incorporating Sygnum’s B2B banking platform. This partnership will enable Bordier clients to securely buy, hold and trade cryptocurrencies such as Bitcoin,
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Zürcher Kantonalbank Completes First Blockchain-Based Fund Transaction
Zürcher Kantonalbank (ZKB) and Deutsche Börse’s post-trade services provider Clearstream successfully processed their first live blockchain-based end-to-end fund transactions, using FundsDLT, a decentralised platform for fund transaction processing. The entities reported that the overall processing time for an investor order
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Digitaler Anlagespezialist Findependent setzt auf Online-Onboarding der Hypi Lenzburg
Neue Kunden und Kundinnen können bei Findependent ab sofort ihr Anlagekonto auf digitalem Weg eröffnen. Das Aarauer Wealthtech Startup vertraut auf die Hypothekarbank Lenzburg als Technologie- und Bankingpartnerin. Neue Kundinnen und Kunden der Anlage-App Findependent können ab sofort ihr Anlagekonto
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Migros Venture Fonds beteiligt sich an Selma Finance
Sparrow Ventures, der Venture Builder und Wachstumskapitalgeber der Migros-Gruppe, beteiligt sich am digitalen Vermögensverwalter Selma Finance. Damit schliesst sich Sparrow Ventures zusammen mit bestehenden Investoren einer Finanzierungsrunde in Höhe von CHF 3.5 Millionen unter dem Lead der TX Group an.
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How Free Trading Platform Robinhood Makes Money
Robinhood Markets is a rapidly growing fintech startup based in California that’s been at the center of the recent retail trading boom. Robinhood offers commission-free trades of stocks, exchange-traded funds, options and cryptocurrencies as well as margin via a mobile
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WealthArc Secures Over $4 Million Capital Raise
WealthArc, a Swiss wealth management platform, announced that it has secured over $4 million in funding. WealthArc said that it will leverage this new capital to continue developing its digital platform and value proposition, mainly in the fields of artificial
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Schroders Taps Temenos’ Wealth Management Solution to Automate Its Front Office
Banking software company Temenos announced that Schroders Wealth Management in Switzerland has selected its solution to automate and enhance its advisory business. Schroders Wealth Management will deploy the Temenos Wealth Front Office which is a portfolio management system on its
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Swiss Wealthtech Startup Kaspar Among Venture Kick’s Startup Accelerator Winners
Venture Kick, Switzerland’s startup accelerator programme, has announced five winners for its first stage of financial and entrepreneurial support and one of them is Swiss fintech startup Kaspar &. Kaspar &, a St. Gallen- based digital wealth management startup, has
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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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