robo-advisor

261 articles tagged with this keyword

/wealth

Digit moves into robo-investing

San Francisco-based money management and savings startup Digit has added an automatic investing tool to its app.

/robo-advisor

ADGM-based AI robo asset manager FinaMaze launches in the UAE

FinaMaze announces the launch of its ground-breaking AI-powered Robo Asset Manager for the MENA region.

/wealth

TSB partners Wealthify to offer customers robo-investments

TSB is to launch its first investment programme through a partnership with robo-advisor Wealthify.

/wealth

Wealthsimple achieves $1.5 billion valuation on new fundraising round

Canadian robo-advisory firm Wealthsimple has achieved Unicorn status on a CA$114 million investment round led by by TCV, along with Greylock, Meritech, Two Sigma Ventures and existing investor Allianz X

/wealth

Robo-advisor Wealthsimple hires European chief

Wealthsimple has appointed Caroline Murphree as the new CEO Europe.

/wealth

KBC taps Objectway for roboadvisory service

Objectway, a leader in the Digital Wealth & Asset Management software, and KBC Bank have announced, at the beginning of this year, the market launch of the new roboadvisory service, Matti from Bolero, supported by components of the Objectway WealthTech Suite.

/wealth

Barclays to launch digital wealth management service

Barclays bank is introducing a hybrid digital wealth management service for current account customers with a minimum of £5000 to invest.

/retail

Orix Credit and AdviceRobo collaborate on alternative credit scoring in Japan

ORIX Credit Corporation and Innovative Financial Risk Specialist AdviceRobo have announced that they have started to work together to explore the potential of innovative alternative credit scoring in ORIX card loan services.

/wealth

Aviva takes complete ownership of Wealthify

Wealthify is starting a new chapter as we embark on the next phase of our growth.

/wealth

Robo-advisers are facing their first major downturn

The expected global recession brought on by the Covid-19 pandemic will prove a stern test for robo-advisers that have attained a healthy degree of popularity in recent years.

/wealth

Belgium's InvestSuite raises EUR2m

Belgian B2B wealthtech startup InvestSuite has topped up its seed funding round with an extra EUR2 million.

/wealth

Singapore robo-advisor Smartly shuts down

Singaporean robo-advisory platform Smartly is to wind down, citing intense competition in the wealth management space.

/wealth

Robo-advice market is a glimpse of evolution in banking

Germany’s growing robo-advisory market could be seen as a bellwether for how the country’s banking market will evolve, according to a new research paper by Deutsche Bank.

/wealth

Citi rolls out digital investment tool

Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.

/robo-advisor

KBC launches bot-based investment account

Belgium's KBC has launched an online investment account run entirely by a bot-based assistant dubbed Matti.

/wealth

Deloitte research highlights plight of robo-advisory business model

Research by Deloitte has found that funding for invest-tech platforms dipped sharply in 2019 to match a long-term slump in the number of new firms coming to market.

/wealth

HSBC to bring money market trading to the masses

HSBC in Hong Kong is offering mobile customers with as little as HK$100 to invest the opportunity to build a stake in six bond and equity index funds.

/wealth

Ant Financial and Vanguard to launch investment-advisory service for Chinese consumers

Ant Financial Services Group and Vanguard, the $5.9 trillion U.S.-based asset manager, are launching an investment-advisory service for Chinese consumers.

/wealth

Santander combines digital investments with face-to-face meetings

Santander UK today announces the launch of its Model Portfolio Service to complement its expanding Private Bank offering, following significant customer demand for the service.

/sustainable

Standardised data reporting is the lynchpin for future of sustainable finance

In a recent survey by State Street Global Advisors, 52% of European investors cited regulation as the key driver toward ESG adoption. Yet, despite attempts to introduce regulatory requirements, a lack of standardisation in reporting obligations is proving a significant challenge towards achieving meaningful progress.