Many of today’s B2C robo-advisors lack most of the value-added advisory tools offered by banks and wealth managers, argues Donald Soo, founder and CEO at fintech firm Malabar AI.
Category: News
Hong Kong, UK ink MRF agreement
The new link adds to Hong Kong’s existing funds-related agreements with China, Switzerland and France.
Chinese banks to benefit from trade war, says UBP
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
Robo-advisor performance: September 2018
Returns were muted last month for robo-advisors as well as their benchmark indices.
Value Partners builds out Malaysia office
The Hong Kong-based firm expects to have five Kuala Lumpur-based employees by the end of the year, including sales and investment professionals.
First State in bold fund push in Singapore
The firm has lodged an application in Singapore to launch 12 funds for the retail market.
Why an active-passive blend offers best of both worlds
BMO Global Asset Management continues to innovate by bringing to market one of the most cost-effective, open architecture, multi-asset funds in Hong Kong, reflecting the firm’s compelling mix of active and passive investment capabilities.
Convertible bonds – the best of two worlds
Convertible bonds (CBs) have a history of equity-like returns, low correlation to geo-political events and a tendency to do well when interest rates rise, according to Tarek Saber, head of convertible strategies.
HEAD-TO-HEAD: Alliance Bernstein vs Columbia Threadneedle
FSA compares the AB American Growth Portfolio and the Threadneedle (Lux) American Fund.
