Singapore-based BetaSmartz, which combines automated and face-to-face financial advice, is busy onboarding fund manager clients.
Tag : robo advice
The latest issue contains our annual AI300 listing of Asia’s largest asset owners; analyses China's continued wait for inclusion in MSCI’s key global EM indices; considers the future of robo-advisors and fund supermarkets; and features a Q&A with Heman Wong of Hong Kong's Hospital Authority Provident Fund Scheme.
The region's high-net-worth clients are increasingly managing their money online, choosing convenience over adviser rapport – something wealth managers are disregarding, at their peril.
Investment platforms cannot sell offshore products such as ETFs for direct retail purchase in Hong Kong or Singapore, and this is proving a major obstacle to robo-advisory business.
