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Capturing Investor Mindshare with Personalization

Capturing Investor Mindshare with Personalization

As the wealth management landscape changes rapidly, financial institutions must take care to understand that they need to do more than attract clients–they need to win investor mindshare. Capgemini’s World Wealth Report 2022 found that more than half of millennial...
What is Next for Digital Wealth Management?

What is Next for Digital Wealth Management?

The wealth management industry is constantly evolving, and it is important for investors and financial advisors to stay up-to-date on the latest trends and developments. In this article, let’s take a look at what we think will be the top wealth management trends in...
All About Privé’s AI-driven Portfolio Construction Engine

All About Privé’s AI-driven Portfolio Construction Engine

Aiming to target the wealth management megatrend of personalization is a goal that every financial institution should be having to stay competitive. However, achieving this can be a difficult and complicated process. Recognising this need, Privé developed AI GO– our...
Privé Technologies Welcomes New Investor – Trenders Inc.

Privé Technologies Welcomes New Investor – Trenders Inc.

Privé Technologies Welcomes New Investor – Trenders Inc. Supporting Fintech Businesses Expanding into Japan Privé Technologies is pleased to announce that Trenders Inc, a company listed on the TSE Growth segment (TSE: 6069) has made an equity investment into...
Solidvest is again top-performing Robo-Advisor in Germany

Solidvest is again top-performing Robo-Advisor in Germany

In the latest study on the long-term performance of robo-advisors by the prominent comparison platform Biallo & Team GmbH, Solidvest took home the top spot! During the past 48 months, Solidvest by DJE Kapital AG reported the best performance in the offensive risk...