
Tag: robo-advisory


Standard Chartered nets wealthtech veteran in fight to manage wealth for digital natives

Former regional PB COO joins StashAway’s board of directors

DBS further democratises PB expertise via robo solution

FIs’ digital teams should prioritise ‘early adopters’, not millennials: FactSet

DBS looks to robo solution to boost recurring revenue

APAC’s wealth managers should “do what they’re good at” to survive technological disruption: Saxo

Retirement income strategies could benefit from robo advice: Quantifeed

Key technology trends in 2018

PBs “miss the point” when pricing tech-enabled advisory services: Synpulse’s Benz

MAS “makes it easier” for robo-advisors with new guidelines

50% of robo-advisors surveyed did not pass ‘portfolio construction maturity’ test

PBs should focus on asset allocation maturity, not committed funding when choosing a robo partner

PBOC asks robo-advisors to disclose algorithm assumptions, asset allocation methodologies

March Regulatory Round-up: SFC, MAS outline fintech requirements

Singapore robo advisor StashAway to expand with new funding

The Final Word: Industry trends

B2b2c the way to go for private banks eyeing robo solutions

Robos may need to report regularly to regs due to suitability requirements

Former Morgan Stanley PWM APAC COO to advise SG-based robo advisor

China to account for half of DBS Private Bank’s North Asia business by 2020

Farringdon AM says a third of revenues will come from ultra-wealthy clients after app rollout
HK investors lag Asian peers when it comes to the use of online financial services

Citi PB’s Bassam Salem: Digital has a role to play in cash management

Another robo advisor catering to HNWIs goes live in Singapore

June Regulatory Round-up: New suitability requirements in HK; AEOI networks expanded; spotlight on fintech

Data protection and liability in focus as banks adopt AI, says law firm

HKMA’s Norman Chan on fintech: “Balance between convenience and investor protection” needed

MAS seeks industry’s input on robo advisory regulations

New robo advisory guidelines will result in “greater choice” for investors, says SFC

Asia’s private banks are finally waking up to the robo revolution

Singaporean robo advisor plans to launch this summer after raising additional S$3 million

Fintech company receives funding for robo offering, targets lower wealth tiers in Asia

SFC’s proposed suitability requirements for online platforms will be “difficult” to meet, says law firm

Synpulse partners with Additiv to develop robo advisory platform

Consultations on the suitability obligations of online platforms coming soon, says SFC’s Alder

Crossbridge Capital rolls out digital onboarding function for robo-advisor

Five tech predictions for private banking in 2017

Private banks, there’s a new robo advisor on the block

10 banks, 10 tech plays for 2016

HNW-focused “bionic” advisor secures first client

MFOs and robo advisors to go head-to-head for region’s wealth, says expert

Citi using HK-based external vendor for automated advice tool

The sense and suitability of robo advice

Asia’s next generation expects to interface with wealth managers via digital channels
