Tag: everyoneINVESTED

Financial institutions need to move away from transaction-based operations and to a comprehensive integrated strategy.

Although financial participation continues to linger at around 10% among European banking clients, a stark contrast to the 89% of individuals acknowledging the importance of financial preparedness for their future, several emerging trends are inspiring optimism. These trends are pushing financial participation to new heights.

French banking customers prefer a ‘playful’ method to building their risk profile compared to traditional questionnaires, according to a field study by everyoneINVESTED.

With the ESG-focused principles of MiFID II regulation coming into force, wealth management firms need to be prepared for its impact and how they can future-proof their investment processes.

everyoneINVESTED has obtained an ISAE 3402* Type I certification for its sustainability module from Deloitte, as MiFID II’s update launches.

In August, financial institutions must meet a deadline for a MiFID II update that focuses on sustainability and harmonises environmental, social and governance aspects (ESG) in the investment space. everyoneINVESTED concept manager Laurent Lamblin outlines how this change could impact investing.

UBS recently re-entered the robo-advisory market through its $1.4bn acquisition of wealth management provider Wealthfront. However, this is not its first foray in the robo-advisor space.

everyoneINVESTED is a new WealthTech startup spun out of the Belgian asset  management company KBC AM. It sets out to make the emotional journey...