True Wealth has surpassed CHF 3 billion in assets under management. The milestone indicates an accelerating shift towards…
Wealthtech
Citi has launched Digital Depositary Receipts for private shares. The product creates a new avenue for global issuers…
Temenos has entered into a definitive agreement to acquire Zurich-based fintech company additiv to strengthen its wealth management…
Swiss digital wealth manager findependent has crossed CHF 500 million in assets under management, a milestone reached weeks…
Börsenmedien is acquiring a majority stake in financial education and comparison platform Finanzwissen, effective 1 June 2026. The…
In Switzerland, neobanking has moved past early adopters and into broader mainstream usage. As of March 2026, the…
UBS has obtained a national banking license in the US marking a key step in its efforts to…
Upvest, a European investment infrastructure provider, has secured US$125 million in financing to support the modernisation of legacy…
Avaloq is expanding its partnership with Swiss private bank Arab Bank Switzerland to include mobile banking and relationship…
In 2026, artificial intelligence (AI) and wealth aggregation will continue to gain traction in the wealth management sector…
Avaloq, the Zurich-based wealth management technology and services provider, highlighted India’s growing strategic importance to its global expansion…
finpension has exceeded CHF 5 billion in assets under management as of the end of February, marking a…
Aarau-based startup findependent has become the first pure ETF asset manager to receive approval from the Swiss Financial…
Liberty Vorsorge, based in Schwyz, has acquired 100% of Kaspar&, a St Gallen-based fintech specialising in digital investment…
Jump, a provider of AI solutions for financial advisors and other financial services providers, has closed a US$80…
PostFinance has introduced two new e-asset management mandates aimed at addressing demand for broader and more future-oriented investment…
Beast Industries, a creator-based platform owned by MrBeast, has acquired Step, a fintech company based in the US…
The German financial media company finanzen.net Group, which also operates the neo-broker finanzen.net ZERO, has acquired AI-driven investment…
UBS is planning to make cryptocurrency investing available to some private banking clients, a move that would mark…
Künstliche Intelligenz verändert Fondsstrategien, indem sie Daten schneller auswertet und Anlageentscheidungen systematisiert. Besonders bei einer Anlagelösung Fonds führt…
