Online Wealth Mgt

16 Innovative Swiss Companies You’ll Meet at Singapore Fintech Festival 2018

One wouldn’t usually associate Switzerland and Singapore in the realms of fintech, but both worlds are colliding at the Singapore Fintech Festival. From 12th-14th November 2018, the Swiss Pavilion in the Singapore Fintech Festival this year will be hosting a

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How To Build A Robo For Your Business

Robo advisory has become a household word in financial circles and is becoming commoditised in the marketplace. While a positive trend for the development of the industry, it does raise important questions, especially for those who are thinking about adopting

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Bambu is Digitising The Wealth Management Process

Traditional wealth management was popular for many decades. Given the large volume of managed funds and inclination of affluent clients to adopt conservative strategies, this investment approach was very successful. It was tough to imagine that anything could disrupt this

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MAS Issues Guidelines to Facilitate Provision of Digital Advisory Services

The Monetary Authority of Singapore (MAS)  issued the Guidelines on Provision of Digital Advisory Services, to facilitate the provision of these services in Singapore. The guidelines incorporate feedback from the public consultation as well as learning points from MAS’ engagements with the industry.

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Roger Federer Featured in CS Digital Private Banking , Canopy Partnership Promo

Credit Suisse is using the face of its global ambassador and tennis superstar Roger Federer to promote its Digital Private Banking, including the partnership with Singapore fintech company Canopy. Federer signed a 10-year deal with Credit Suisse in 2009 to be

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China’s Fintech Giant Enters Singapore, Offers Online Wealth Management

After setting up base in Singapore end of last year, Lu International, a Singapore-based subsidiary of China’s Lufax, launches their first product—a wealth management platform. Lufax was set up in 2011 by Ping An Insurance Group, a diversified holdings company

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DBS Aims to Save 10,000 Manhours Through Whatsapp and WeChat Banking Service

DBS announced the launch of DBS Wealth Chat, a service that will allow DBS’ wealth clients to interact, exchange ideas and transact with their relationship managers via popular instant messaging platforms WhatsApp and WeChat. The bank claims to be the first

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CGS-CIMB Securities Launches Robo-Advisory Platform eWealth

CGS-CIMB Securities launches  eWealth in Singapore. The robo-advisory platform taps on the Company‟s research capabilities to provide goal-based and thematic portfolios to help investors meet their need for investment diversification through pairing portfolios with investors‟ risk profiles and investment objectives.

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OCBC Bank Launches Robo-Investment Service

OCBC Bank claims to become the first bank in Southeast Asia to launch a robo-investment service, OCBC RoboInvest. Targeting young and tech-savvy investors, it requires an initial investment amount of SGD3,500.00. Just as they might pick a playlist using a digital

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B2B Robo Advisor Quantifeed Expands to Singapore

B2B robo-advisor provider Quantifeed  announced the launch of its Singapore office and appointment of three new key executives who will be based there.   The new appointments follow on the heels of Quantifeed’s recent completion of a Series B funding

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