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Legg Mason, Cathay to launch thematic portfolios via robo – Ignites Asia

Legg Mason, Cathay to launch thematic portfolios via robo – Ignites Asia

U.S.-based Legg Mason and Taipei-based Cathay Financial Holdings have teamed up to launch theme-based investment solutions to Taiwanese investors via Cathay United Bank’s robo-advisory platform. Cathay Robo will offer two portfolios focusing on income and industry thematics, the first of its kind within Taiwan’s banking segment, according to David Sun, senior executive vice president at […]

Asset managers must take agile approach to digitalisation – Ignites Asia

Asset managers must take agile approach to digitalisation – Ignites Asia

A few years ago, banks and other financial institutions were focused on grand ambitions of leveraging pioneering technology to revolutionise their offerings. Today, however, companies are realising that they need to align their digitalisation efforts with the changing expectations of their customers in order to protect their business and achieve growth. Expectations are changing in […]

White label Robo Advice solutions: what, why and how ? – New Investor by Shed Connect

White label Robo Advice solutions: what, why and how ? – New Investor by Shed Connect

What is ROBO advice?   How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ?   In this podcast Quantifeed Senior Executive Strategic Partnerships, Graeme Brant, who is based in Sydney, discusses these issues in the […]

Help wanted, advice needed – Independent Financial Advisor

Help wanted, advice needed – Independent Financial Advisor

Less people in Australia are likely to get financial advice in the wake of the financial services royal commission – the inevitable consequence of implementing the final report’s wide-ranging recommendations.   The irony should not be lost on anyone. Although the royal commission might achieve its goal of overhauling a malevolent financial services sector, it […]

Asian robo-advice firm looks to NZ – Investment News

Asian robo-advice firm looks to NZ – Investment News

Hong Kong-headquartered robo-advice systems provider, Quantifeed, is sounding out the NZ market after opening an Australian office this February. Graeme Brant, Quantifeed head of strategic partnerships in Australasia, said the firm was initially pitching its business-to-business (B2B) robo-advice solution to KiwiSaver providers. “Most KiwiSaver members need advice as their savings grow – it’s not just […]

Southeast Asia banks picking up pace on robo-wealth management services – The Asset

Southeast Asia banks picking up pace on robo-wealth management services – The Asset

Southeast Asia is in the midst of change, with banks in the region seizing upon the opportunity to roll out new wealth management services to the growing mass affluent population. Changing demographics and income growth are increasing the number of people entering the middle class, with rapid urbanization set to double the region’s “consuming class” […]

Building Scale in the Wealth Management Offering with the Help of Seamless Digital Automation – Hubbis

Building Scale in the Wealth Management Offering with the Help of Seamless Digital Automation – Hubbis

Shadab Taiyabi, Senior Executive -Strategic Partnerships at Quantifeed, gave a presentation at the Hubbis Thailand Wealth Management Forum to explain how Quantifeed can help financial institutions scale using digital automation. This is especially important in Asia, where middle-class wealth is rising rapidly and where competition is intense for the mass-affluent market’s attention. “Asia’s banks have a […]

Banks can play an integral role in the evolution of robo advice – Fintech Business

Banks can play an integral role in the evolution of robo advice – Fintech Business

Australia’s financial services royal commission will usher in many far-reaching changes to the advice industry; fee structures, compliance and the nature of advice will all be affected by a tougher regulatory regime. Certainly, the cost of financial advice is likely to increase substantially as the industry becomes more professional and advice more strategic. In this […]

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