Tag: Switzerland

Banks across Germany, Austria and Switzerland that are replacing their wealth management platforms face a difficult balancing act. According to fincite, the DACH region...

Revolut, the global financial services company serving more than 80 million customers, has applied for a banking licence from Switzerland's Financial Market Supervisory Authority...

ETFBOOK, the Zurich-headquartered ETF data and analytics platform, has raised $13m to expand beyond Europe into the US and Asia-Pacific, as it looks to...

Xceptor, a specialist in data automation technology for capital markets firms, has extended its software-as-a-service offering into Switzerland and Japan. The expansion brings sovereign-grade SaaS...

Aisot Technologies AG, the Zurich-headquartered, ETH Zurich spin-off building AI-driven portfolio intelligence tools for institutional investors, has wrapped up a CHF2m extension to its...

Prometeia has built generative AI directly into the advisor interface of its Digital Wealth Management Platform, aiming to cut administrative load, speed up meeting...

Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...

Regulators across Europe, the United Kingdom, Switzerland and the United Arab Emirates have introduced a series of updates that collectively reshape the cross-border fund...

Zeidler Group, a leading technology-driven law firm and regulatory compliance provider for the investment funds sector, has expanded its Marketing Material Review Tool (MMR-Tool) to include Swiss domestic collective investment schemes.

Tebicom, a Swiss digital services provider, has built a long-standing partnership with M-Files that spans more than a decade. Over the years, the firm has...