In the Media

A selection of recent media articles on our work:


Wealth Trends to Watch

Australian Financial

Superannuation funds experiment with robo-advice tools


Will you trust a robot to manage your money?

Financial Times

Dawn of the robo-adviser


Startup Disruptors Drive Digital Investing Revolution

Strait Times  

Wealth managers facing stiff competition from robo-advisers

Financial Times 

Shake-up in prospect as competition among US brokers intensifies


Charles Schwab Introduces Its Robo-Advisor: Is This The Next Big Thing In Investing?


Invasion of the robo-advisors: Don't be afraid


Piyush Gupta Demands A Shift to Digital Banking In Singapore

Financial Times 

Robo advisers booting up in Asia


Banks show little progress on mobile apps

La Repubblica

 Meno costi e servizio per 24 ore la consulenza a misura di robot

Interview with Analyst Carmela Melone on Banks and Technology

Globe & Mail

Facebook, Twitter gets thumps up from advisers


Do you 'like' your wealth manager?

Wall Street Journal:

Wealth-Management Firms Need to Refine Social-Media Strategies

Financial Times:  

All eyes on the price

Wall Street Journal:

Wenn die Community das Fondsmanagement ersetzt


Banken im Internet: Wenig transparent, kaum interaktiv  

Business Times:

Private bank websites still not quite up to par


ABN Amro Wins Top Wealth Website, Wider Industry Still Lacking


MyHumana Mobile App Wins "People Choice" Award

The New York Times: 

With Apps, Wealth Management Goes Mobile

Insurance Journal:  

Report Finds Less than 10% of Global Insurers Using "App" Strategy

The Guardian: 

UK banks - consumer apps of the week

Wall Street Journal:

Financial Advisers´Little Secret: Their Past Results

Frankfurter Allgemeine:

Vorsicht vor Internetaktien

Financial Times: 

Bring in the digital revolution to private banking


Apps for Mobile Banking kassieren schlechte Noten

Neue Zürcher Zeitung:

Mangel an Banking-Apps mit umfassenden Funktionen   
"Facebook ersetzt kein Kundengespräch" (Videointerview)


Got Lots of Money to Monitor ? Sorry, There´s No App For That

The Strait Times:   

DBS ranked world No. 4 in banking apps


Schlechtes Zeugnis für Bank-Websites

Süddeutsche Zeitung:

Banken im Netz


L'Application mobile bouleverse la relation client


Die Mängelliste der Banken-Websites


Private Banks opaque on performance and fees


A New Form of Financial Advice

Firms Could Do More to Attract Clients Online

Investment Intl.:

World`s biggest banks have poor approach to social media


Investors urged to be sceptical about internet IPOs


Jetzt hat auch UBS ein Smart-Phone App

Werben & Verkaufen: 

Die Mehrheit der Banken ignoriert soziale Netzwerke


Les gérants de fortune négligent Internet

Private Banker Intl.:

Wealthy German clients threaten to switch clients


Rich Pumped for Fees in Private Banking "Conflict of Interest"


Best Private Banking Websites: UBS, Deutsche Bank and Credit Suisse

Wall Street Journal:

Money Talks: Help Clients Help Themselves


Grandes cambios en marcha en el universo de la banca privada

USA Today: 

Investors again pay big for dot-com stocks


Global Ranking: UBS, Deutsche Bank and CS have best Private Banking Websites


La mayoería de los bancos irgnora las redes sociales

Valor Econômico:

Custos ocultos corroem ganhos no private banking

DJ Financial News:  

PrivateBanks slammend for substandard websites


Private banking websites flout client privacy


Privatbanken vernachlässigen Onlinesicherheit

Investment Intl.: 

Most private banks lack user-friendly websites


World´s biggest banks ahve poor approach to social media


Private banks and wealth managers need to do more to protect personal data


Private Banking: Bis zu 40% tiefere Kosten   


Datenschutz auf Banking-Webseiten ungenügend  


UBS hat die beste Private-Banking-Website

Banking Business:

Majority of Private Banking Websites Potentially Vulnerable to Attacks


Swiss Research Firm Unveils Best Private Banking Websites


Vermögensverwalter-Websites mit Datenlecks

Times of India:   

UBS, Deutsche Bank and Credit Suisse have best Private Banking Websites

Private Banker Intl.:

UBS website top in online client battle


Beste Private Banking Websites: UBS, Deutsche Bank und Credit Suisse


Private Banking Lacks Customer Orientation


Social Media: In der Finanzwelt ein Randthema

Das Investment

Interaktiv, kundenfreundlich, transparent: Die besten Vermögensverwalter-Sites

The Telegraph India:

Private Banking Lacks Customer Orientation


Falencias de la banca privada en el asesoramiento al cliente