OpenWealth Association
We are thrilled to be amongst the first members of the OpenWealth Association and to team up with other innovative companies from the financial industry and fintech world.
Goal-based Investing: innovative use of established methods
Register for our webinar today and learn more about: Goal-based investing and its benefits for clients and advisors Different optimisation functions for the respective goals
Strategic partnership between Logismata and 3rd-eyes analytics
Logismata and 3rd-eyes analytics have decided to enter into a strategic partnership to bring the areas of financial planning and consulting as well as wealth management and investment advice closer together.
Changing client needs in wealth management
he world has become a different place since mankind has been confronted with the coronavirus SARS-CoV-2. On a global scale, people's everyday life is subject to massive changes of a kind never seen since the days of the Spanish flu a good 100 years ago. Almost all areas of life are strongly influenced by the effects of the pandemic or the containment measures taken to deal with it. This also applies to the way people and institutions deal with the topic of investing.
Future trends of wealth management @Nürnberg Digital Festival
Our CEO Stephanie Feigt participated in this year's Nürnberg Digital [...]
Green Fintech Survey
The State Secretariat for International Finance has conducted a study on green fintech and has asked key stakeholders in green fintech in Switzerland to participate in the green fintech survey, in order to assess the impact technological innovation can have on today's environmental challenges.
How does climate change affect wealth management?
How does climate change affect wealth management? Take part in our webinar and learn more!
Eight cornerstones of future-oriented client advisory
Financial service providers have been operating in a challenging environment for years. Banks, wealth managers and insurance companies are confronted with changing business models, increasing regulatory requirements and persistently low-interest rates.
Financial planning as a wealth management service – appreciated by clients, but rarely paid for
Financial planning is highly valued by clients. However, clients often look in vain for seamless advice that combines "financial planning" and "investment advice". This article shows the possible solutions.
ESG integration – the current situation in Asset & Wealth Management
The capital market is undergoing profound changes: In addition to the current impact of the COVID-19 crisis and the regulation, (socio)political issues are getting more and more attention. We take a look at the integration of ESG criteria in asset and wealth management today.
