Latest information
Sept. 29, 2020
Descartes Wraps Financing
The digital wealth manager is taking outside money for the first time. It is also bolstering its board with a prominent investor.
Continue readingJuly 5, 2020
Descartes Finance Launches Think Tank
Swiss 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 readingJuly 5, 2020
Digital WM launches think tank and names members
Independent digital wealth manager Descartes Finance is launching a think tank, under the name “Descartes Vorsorge Denkfabrik“.
Continue readingNov. 30, 2019
Descartes launches private-pension robo
Descartes Finance, a Swiss digital wealth manager, is moving into the business with private pensions.
Continue readingNov. 19, 2019
Descartes teams up with Invesco
Through 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 readingNov. 15, 2019
«Switzerland Isn't Ready for a Pure Digital Service»
With 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 readingOct. 17, 2019
Negative interest rates benefit robo-advisors
In 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 readingJune 26, 2019
A Swiss digital currency could be an export success
The 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 readingMarch 11, 2019
Swiss banks have to change business model
Are 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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