The digital wealth manager is taking outside money for the first time. It is also bolstering its board with a prominent investor.
Continue readingSwiss digital wealth manager Descartes aims to improve the knowledge about private pension provision in Switzerland. It has launched a think tank with four advisers.
Continue readingIndependent digital wealth manager Descartes Finance is launching a think tank, under the name “Descartes Vorsorge Denkfabrik“.
Continue readingDescartes Finance, a Swiss digital wealth manager, is moving into the business with private pensions.
Continue readingThrough the partnership, Descartes’s clients can use the firm’s digital platform to get access to portfolios developed by Invesco. The portfolios follow a global multi-asset approach and comply with ESG criteria.
Continue readingWith the decision by Scalable Capital to close down its service, the decline of robo-advisers has reached a new level in Switzerland. But, the development of such services has only just begun, argues fintech pioneer Adriano B. Lucatelli.
Continue readingIn recent months, there has been a backlash against robo-advising. But Adriano B. Lucatelli, co-founder and CEO of Descartes Finance, sees the current negative-interest-rate environment as being advantageous to robo-advisers since saving costs is crucial for consumers.
Continue readingThe Swiss stock exchange wants the Swiss National Bank to issue a digital coin. For Adriano Lucatelli, co-founder and CEO of Descartes Finance, this would be a good move for Switzerland. In his view, a “digital Swissie” could be a successful export product like “chocolate and cheese.”
Continue readingAre Swiss banks trapped in the low interest rates environment? Adriano Lucatelli, co-founder and CEO of Descartes Finance, sees increasing pressure on Swiss banks going forward.
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