The funds include income and real estate-backed credit in the Australian market.
The funds include income and real estate-backed credit in the Australian market.
Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.
Here is a digest of significant wealth and asset management appointments, promotions and departures during the previous month.
The Allfunds Navigation Assistant was developed in collaboration with Google Cloud.
Apex Group to act as transfer agent for strategies.
Luis Berruga has been hired to help with strategic initiatives and product development.
Patrick Mattar will oversee the launch of an ETP platform.
The platform will support ICBC (Asia) in expanding its cross-border fund accessibility.
The collaboration is intended to enhance the Ping An Securities’ subsidiary’s wealth management services in Hong Kong.
The B2B wealthtec platform for the funds industry has tapped Antonio Varela from Citi.
Part of the Mark Allen Group.