The firm claims its robo-investing service, in conjunction with Morningstar, will create and automate a professionally-designed portfolio at a fraction of the cost levied by banks and investment advisors. “Today, holding a global diversified portfolio in Asia is complicated and expensive,” Mathias Helleu, executive chairman told FundSelectorAsia. “[Robo advisory services] are going to be a very […]
Tag: Wealth Management
Julius Baer names market head for Taiwan
Straus joins the private bank from Citigroup Private Bank, where he was the head of family offices and institutions for Asia-Pacific and covered key client relationships across the region.
Asia’s client base is underserved
The needs of the available client base in Asia are not being met, even as the region’s wealth management industry continues to grow, said Kevin Liem, chief investment officer of TTG Wealth Management.
Robo investment and advisory is gaining traction
The next wave of technology is being eagerly embraced by hedge funds and wealth management firms, and that could disrupt current models of investment and advisory.
HKG wealth management growth outpacing talent
The growth in wealth management services in Greater China is driving strong demand for more professionals, but expertise is lacking, according to the Hong Kong Society of Financial Analysts.
BNY Mellon hires HKG wealth management
BNY Mellon Wealth Management has hired former Oppenheimer & Co director of investments Vivian Chan to serve as wealth director of business development in Hong Kong.
Real estate underpins China products
What China’s domestic investors assume are a local bank’s time deposit products are often real estate investments and loans, according to Anthony Doyle, head of investment specialists team, M&G Investments.
