Latest news with #ScalableCapital
Bloomberg
3 days ago
- Business
- Bloomberg
Will retail ETF adoption in Europe continue amid global uncertainty?
Overview What's behind the surge in ETF interest from Europe's new generation of investors? How are platforms and asset managers responding to the demand for transparent, low-cost products? This episode of Market Dialogues features Ferat Ozturk, Head of Xtrackers Digital Distribution EMEA at DWS, Julius Weller, Vice President Broker at Scalable Capital, and Selina Kirby, Head of Digital & Execution Only, UK Client Group at Vanguard, join Henry Jim, ETF Analyst, at Bloomberg Intelligence, to discuss how issuers and platforms are working to close the education gap and evolve product offerings for a growing audience of self-directed investors. Source: ETFs in Depth, June 18, 2025, London About the series In focus Featured insights from this episode of Market Dialogues: On changing sources of investor education Selina Kirkby: What we are finding is [that] about 80% of new investors are under 45. So they are wanting to educate themselves and learn about investing and where to invest…We're seeing a huge growth in trust in social media. Whether or not we like it, social media, AI – everyone has got advice in their pocket now… [so] when we think about education, it is really important for the industry to be able to educate the end investor.* Ferat Ozurk: Once you try to engage with retail investors through [social media] platforms, it's a different language which you have to use… market volatility, duration, sharp ratios. Most of the retail investors, are not there yet… It would be the overall goal of the whole ETF ecosystem, whether that would be broker, [or] providers… to make sure that people get more comfortable with the benefits of investing. Julius Weller: Not only we work with marketing partners influencers, but we [also] create a lot of content ourselves that is video content in long or short format for YouTube or the social media channels that is a podcast, but also the very traditional newsletters and blogs… I think [there is a] growing number of people that are interested in those topics, want to understand them, and watch hour-long videos on YouTube about ETFs, the mechanics…and they will also be the buyers of more complicated, sophisticated products. On demand for financial product innovation in Europe Ferat Ozurk: Retail clients just started with a one-size-fits-all product, almost broad-based equity, and now we already see the trend toward new themes. Thematic investing is a great [example]… We do have quite a large AI ETF – it is now among the top three saving-plan choices across platforms. Two years ago that was not the case, so innovation is clearly being driven by big demand for it from retail clients. What's important to understand that at the moment, if you look into the assets, it looks different compared to institutional investors because it's not so much multi-asset, not so much fixed income. It's a lot and heavily focused on Selina Kirkby: Having multi-asset exposures [among issuers offerings] will be really important. And what we're seeing is I think a growth in these neo brokers and recognizing there's a lot of money in mutual funds still and actually looking to offer those alongside ETFs. So whilst there's a growth in ETFs, we're also seeing people being offered mutual funds alongside because they recognize that clients want to have their assets in one place and there's a vast amount of money in the mutual funds.
Yahoo
05-06-2025
- Business
- Yahoo
Digital investment platform Scalable Capital lands $175m funding
Scalable Capital, a German digital investment platform, has secured €155m ($175m) in a funding round led by Sofina and Noteus Partners. Current investors Balderton Capital, Tencent, and HV Capital also contributed to the fundraise, bringing the total investment in Scalable Capital to over €470m (more than $535m). Sofina managing director Maxence Tombeur said: 'Noteus is proud to support Scalable Capital as it continues to democratise retail investing in Germany and across Europe. 'With its vertically integrated investment offering and highly engaged customer base, the company is well positioned for long-term success. Late last year, Scalable Capital launched the European Investor Exchange, designed specifically for retail investors in Europe. The Scalable Broker recently introduced private equity investments through ELTIFs (European Long-Term Investment Fund), allowing eligible clients to invest alongside institutional investors such as insurance companies and pension funds. From this summer, the company will offer kids' accounts, enabling parents to invest in their children's financial future through the Scalable Broker. Scalable Capital founder and co-CEO Florian Prucker said: 'Low-cost, broadly diversified ETFs, free access to financial knowledge, stock exchanges tailored for retail investors, and technology driven investment platforms like Scalable Capital have fundamentally improved access to capital markets for millions of retail investors. 'To accelerate this development, we will continue to invest in our fully verticalised platform with the additional capital.' Since its inception in 2015, Scalable Capital has offered retail investors access to cost-effective investment options, including ETFs, stocks, funds, bonds, cryptocurrencies, derivatives, and private equity. In February, the company announced a partnership with BlackRock to offer eligible investors access to private equity. "Digital investment platform Scalable Capital lands $175m funding" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
Scalable Capital raises $175m to enhance retail investment access in Europe
Digital investment platform Scalable Capital has raised €155m ($175m) in a funding round led by Sofina, an investment company, and Noteus Partners, a pan-European technology investor focused on growth equity. Existing investors Balderton Capital, Tencent, and HV Capital also participated, bringing the total investment in Scalable Capital to over €470m (more than $535m). Sofina managing director Maxence Tombeur said: 'Noteus is proud to support Scalable Capital as it continues to democratise retail investing in Germany and across Europe. 'With its vertically integrated investment offering and highly engaged customer base, the company is well positioned for long-term success. Late last year, Scalable Capital launched the European Investor Exchange, designed specifically for retail investors in Europe. The Scalable Broker recently introduced private equity investments through ELTIFs (European Long-Term Investment Fund), allowing eligible clients to invest alongside institutional investors such as insurance companies and pension funds. From this summer, Scalable will also offer kids' accounts, enabling parents to invest in their children's financial future through the Scalable Broker. Scalable Capital founder and co-CEO Florian Prucker said: 'Low-cost, broadly diversified ETFs, free access to financial knowledge, stock exchanges tailored for retail investors, and technology driven investment platforms like Scalable Capital have fundamentally improved access to capital markets for millions of retail investors. 'To accelerate this development, we will continue to invest in our fully verticalised platform with the additional capital.' Since its inception in 2015, Scalable Capital has offered retail investors access to cost-effective investment options, including ETFs, stocks, funds, bonds, cryptocurrencies, derivatives, and private equity. The company provides clients with competitive interest rates on cash through partner banks and instant access to low-cost securities-backed loans. In February this year, Scalable Capital announced that it is transforming digital investing in Germany by partnering with BlackRock to offer eligible investors access to private equity. "Scalable Capital raises $175m to enhance retail investment access in Europe" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
