Xuanji, a Beijing-based robo-advisor, announced plans to launch a fully automated portfolio service in Asia, its first foray outside China.
Tag: Robo advisor
Growing crop of HK robo-advisors adds another entrant
Hong Kong-based B2B robo-advisory startup Aqumon signed its first four clients to launch a fully-automated portfolio in the SAR and in China.
Singapore’s MAS wants relaxation of robo-advisor rules
The regulator has proposed eliminating both track record and AUM requirements for robo-advisers catering to retail investors.
Human-robo combo has highest chance of success
Asian investors seeking low-cost technology-driven financial advice are underserved, but providers of robo-advisory services have found the market hard to crack.
Private banks shrug off fintech disruption
Vontobel Wealth Management COO Michael Haupt believes fintech is over-hyped and is unlikely to have a massive impact on wealth management in the short term.
Retaining China robo-advisory clients
Chinese robo-adviser firms could use data to personalise their services, bringing clients closer to a private banking experience, according to Gregory Van Den Bergh, CEO of Chinese robo-advisory developer Micai.
CFA exam to include fintech topics
Big data, artificial intelligence and robo-advisory are themes that are expected to be added to the Chartered Financial Analyst (CFA) exam.
FSDC: Hong Kong needs to catch up in fintech
Hong Kong’s Financial Services Development Council is pushing for a strong focus on ‘wealthtech’.
HK’s new guidelines for online platforms and robo-advisors
Hong Kong’s Securities and Futures Commission proposed additional protective measures for selling ‘complex’ products via online distributing platforms and for providing robo-advisory services.
Value Partners lays groundwork for robo-advisory
Hong Kong’s Value Partners has established an entity that will be providing robo-advisory wealth management services to investors, according to a Hong Kong-based spokeswoman of the firm.
