Wealth Management: Man versus Machine

Depending on who you ask, robo-advisory will either reinvigorate wealth management or kill it off entirely. Read what Adriano B. Lucatelli says about digital wealth management.

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Digital platform CEO on the importance of tech in finance

Digitalisation in the banking industry is creating a more democratic financial sphere – one where clients have a breadth of choice and multiple points of entry, according to Descartes Finance CEO Adriano B. Lucatelli.

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Descartes Finance s’engage dans un modèle hybride

Société fintech basée à Zoug, Descartes finance compte parmi les principaux robo-Advisor de Suisse. La société vient d’annoncer adopter un modèle hybride en engageant trois conseillers à la clientèle au sein d’une nouvelle agence créer à Zurich. Entretien avec le CEO Adriano B. Lucatelli.

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Adriano B. Lucatelli: «Watching Bubbles Build», finews.com

What do the shares of Switzerland’s central bank have in common with bitcoin?

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On the importance of credibility and transparency in finance

Adriano B. Lucatelli talks about Descartes Finance, about the problems of the financial industry and what clients really want.

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Bern independent asset manager teams up with Zug robo adviser, citywire.ch

Bern-based independent asset management firm Gerold Schlegel has entered into partnership with Descartes Finance, the company has announced.

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Adriano B. Lucatelli: “How the Crisis Began 10 Years Ago”, finews.com

The global financial crisis began ten years ago: HSBC issued a profit warning linked to bad debts, the first of sign of trouble in the U.S. housing market.

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TOP MANAGER AWARD 2015/16

The OLZ investment solutions achieve better returns than the median in 72% of the examined occasions. This places the investment solutions in the top 20% of the analysed asset management solutions.

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Adriano B. Lucatelli: “We Want to Remain Independent”, finews.ch

Descartes Finance is the last independent robo-adviser of Switzerland, after True Wealth entered into a cooperation agreement with BLKB. In an interview with finews.ch, Adriano B. Lucatelli explains his plans for the company he founded and says where he sees the main potential.

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