Tag Archives: Charles Wong
Privé Technologies strengthens WM offering via startup acquisition and hire
Aviva sees early demand for negative duration bond strategies in DPM
Investors must “suffer much more pain” before markets see real liquid alts flow: Aviva
Hong Kong-based Privé Holdings acquires wealthtech firm
Fintech firm WEALTH working with BoS, UBS and DBS PB; launches digital portfolio platform
Hiring more RMs is not enough to compete over the long term, say tech providers
Tech vendor enters China JV
Citi launches wealth management tool in South Korea
Citi using HK-based external vendor for automated advice tool
Citi gets tech-savvy with launch of automated advice tool
Crow’s Nest: The case of the 40 missing RMs
Korean lender turns to robo advisory
EAMs to circumvent private banks
All roads lead to technology
