Wealthtech

Julius Baer Rolls Out Digital Advisory Platform for Regtech Compliance in Asia

Julius Baer has rolled out its Digital Advisory Suite (DiAS) in Asia that aims to simplify the complexity of regulations for relationship managers, enabling them to offer compliant advice to clients. The suite acts as a fully integrated solution, ensuring a

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DBS Rolls Out AI-Powered Digital Investment Advisory Feature

All DBS/POSB retail customers can now access a new feature on DBS’ AI-powered financial and retirement planning tool NAV Planner, which will provide specific investment recommendations that are tailored to their investment profile. Head of Financial Planning and Personal Investing,

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CGS-CIMB Securities Launches Digital Investment Service for Singapore’s Millennials

CGS-CIMB Securities International, an integrated financial service provider in Asia, has launched a digital investment service in Singapore called ProsperUs. ProsperUs will leverage CGS-CIMB’s deep research intelligence and network, to offer an investment experience for millennials that is convenient and

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Digital Wealth Advisor Endowus Offers ESG Portfolios for Retail Investors

Singapore-based digital wealth advisor Endowus has launched its Environmental, Social, and Governance (ESG) portfolios, to pave the way for retail investors to gain access to better sustainable investing options. Fund managers include J.P. Morgan Asset Management, Natixis-Mirova, PIMCO, Schroders and

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HK Based Futu Launches Investment Platform Moomoo, Unveils New Singapore HQ

Futu Holdings announced the official launch of its one-stop investment platform, moomoo and unveiled the opening of its new regional headquarters in Singapore. The company said in a statement that the new headquarters was set up to better serve the

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4 Key Considerations For Wealth Managers Looking to Unlock the Value of Data

When we talk about wealth management today in fintech, more often we’re talking about how to create wealth: goal setting, risk profile management, or simply investment management overall. But Dr. Sekar Jaganathan, Director of Digital Strategy in Kenanga Bank opines

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MAS and SGX Raises Red Flag Amidst US’ GameStop Trading Frenzy

The Monetary Authority of Singapore (MAS) and Singapore Exchange Regulation (SGX RegCo) have urged the public to be on heightened alert to the risks related to trading in securities incited by online discussion forums and social media chat groups. MAS and

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StashAway Hits US$ 1 Billion AUM Milestone

StashAway, Southeast Asian digital wealth manager for retail and accredited investors, announced that they’re managing more than US$ 1 billion (SG$ 1.35 billion) since their launch in 2017. The firm said in a statement that it was able to generate

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Moneythor Nets Undisclosed Amount of Investment From Navis Capital Partners

Asia-based private equity firm Navis Capital Partners has made an investment in Singaporean fintech startup Moneythor for an undisclosed amount. Founded in 2013, Moneythor provides financial institutions and fintech firms with solutions to enhance their digital banking services. Navis was advised

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Digital Wealth Manager Syfe Rolls Out New Cash Management Solution

Syfe, a digital wealth management company licensed by the Monetary Authority of Singapore (MAS), has launched the Syfe Cash+ portfolio which is its latest cash management product that aims to enable all Singaporeans to grow their savings and still have

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