Tifin AG, the fintech AI platform focused on helping growth-focused wealth firms, has announced its first big deal since spinning off from its eponymous parent company. Tifin AG said it has expanded ...

UBS Group AG is reorganizing its global wealth management arm in the first major move by its new leaders Rob Karofsky and Iqbal Khan, pursuing its long-standing aim of bringing more investment ...

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We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

UBS Global Wealth Management on why innovation is the true differentiator Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and ...

Altoo AG is a wealth-management fintech headquartered in Baar, Switzerland. Founded in 2017, the company serves clients in more than 20 countries and has been recognized by Forbes (2023) among the ...

UBS has staked its strategy on growth in the world’s largest wealth market, though it remains hobbled by high costs and a distribution model reliant on semi-independent financial advisers.