UBS Next
Personal Finance
RIP wealth management! UBS Next invests in an online estate planning start-up!
UBS Next, the Swiss bank's $200 million strategic fintech portfolio, announced that it has invested in Trust & Will, an entirely digitized U.S. estate planning platform (www.trustandwill.com). It helps digitize and personalize estate planning. Trusts, wills, and guardianships can be created online quickly and securely. The platform enables estate planning through technology. At the same time, it ensures compliance with applicable legal requirements. An interesting WealthTech venture.
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