Retail Investing & Trading

In the dynamic world of wealth management, the confluence of impeccable client service and innovative technology is reshaping the industry's landscape, particularly in Switzerland and beyond.

The landscape of financial services is on the verge of a monumental evolution, propelled by the swift progression of artificial intelligence (AI) and technological innovations. At the forefront of this transformation is the emergence of AI agents, a novel category of digital assistants ready to reshape the realm of wealth management.

A groundbreaking study, involving wealth management experts from ThoughtLab, Deloitte, and FNZ, and supported by Amazon Web Services (AWS) and Genesys, has unveiled that the landscape of the investment industry is set for a dramatic transformation by 2028.

It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still popular, and could see more market adoption in 2024.

Velexa, recognised as a top WealthTech 100 company, has recently unveiled its latest innovation: fractional bonds. This new feature is a significant addition to their comprehensive suite of investment tools, designed for both embedded and standalone applications.

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

Kameo, a leading investment platform in Scandinavia, has recently bolstered its foundations with a significant £1.1m investment from Incore Invest, as part of a broader £2.26m share issuance.

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

The latest survey conducted by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Wealth Management reveals a significant trend among individual investors...

The landscape of banking and investments in the UK is undergoing a monumental shift, driven by the wave of digital innovation and new regulations. In a groundbreaking study from everyoneINVESTED, 5,021 UK banking clients were profiled digitally in just 11 days, demonstrating the efficiency and potential of digital solutions in the banking sector.