Online Wealth Mgt

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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A Singapore Robo Advisor Got a New Strategic Investment

8I Holdings announces a strategic investment in AutoWealth, a licensed regional robo-advisor that automates investing and provides comprehensive investment portfolio rebalancing and management for retail investors. The investment in AutoWealth is part of 8IH’s strategy to increase its product offerings

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B2B Robo-Advisor Bambu Secures Series A Funding

Bambu, aglobal provider of robo-advisory technology, announced it has completed a USD 3 million Series A funding led by Franklin Templeton Investments, with Singapore family office Octava and prominent Japanese Fintech investor Mamoru Taniya also joining the round. The year

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Who is the Best Robo-Advisor in Asia?

This is the problem statement I set out to explore by starting out on the ambitious ground up research project with Synpulse last year. But best for who? I quickly realized that there are at least three different audiences: retail investors,

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Schroders Invests In Singapore Wealthtech Startup Weinvest

Schroders announces it has reached an agreement to acquire a minority equity stake in WeInvest, a Singapore-based digital wealth services company. Completion of the investment is expected to take place in June. WeInvest is a wealth technology platform provider for banks,

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What Is Wealthtech? An Introduction

Wealthtech, a segment of fintech that focuses on enhancing wealth management and the retail investment process, is on the rise around the world with companies in the space raising over US$2.5 billion in 2017, according to Fintech Global. These are

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Finantix Acquires Singapore FinTech Startup Smartfolios

Finantix announced end of March its acquisition of smartfolios, the creators of quant-enabled investment tools that support the key stages of the digital advisory value chain. With this acquisition, Finantix is set to combine its enterprise-grade technology and its recently

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Singapore Robo Advisors secures USD $5.3 million in Series A Funding

StashAway, a Singapore based robo-adviser with retail license in Singapore, announced that it has completed a USD $5.3 million (SGD $7.0 million) Series A round of funding. A group of family offices subscribed to the round. The round included new

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