26 March 2017
visit http://events.sap.com/gb/fsi-forum-2017/en/home

OCBC Bank partners WeInvest for robo-advisory pilot

07 March 2017  |  4356 views  |  0 OCBC

OCBC Bank is piloting a robo-advisory service from Singapore fintech firm WeInvest, appealing to both novice and market savvy investors.

Time starved investors will be able to invest in diversified portfolios of stocks and ETFs, using automated, algorithm based portfolio management advice. The platform offers a guided investment journey with regular rebalancing of investments portfolios.

For newbie investors, the online tool recommends one of five portfolios made up of Exchange Traded Funds (ETFs) and equities listed on the Dow Jones and Nasdaq. Funds are invested based upon risk profiles and investment goals extracted from an online questionnaire.

For the more market-savvy, the service offers the opportunity to invest in a thematic basket of stocks, consisting of technology companies, fast-moving-consumer-goods companies, or leading Dow Jones companies.

Comments: (0)

Comment on this story (membership required)

Finextra news in your inbox

For Finextra's free daily newsletter, breaking news flashes and weekly jobs board: sign up now

Related stories

Robo-advisor 'Chloe' launches in Japan

Robo-advisor 'Chloe' launches in Japan

17 February 2017  |  4815 views  |  0 comments | 7 tweets | 5 linkedin
Singapore gets robo-advisor for women

Singapore gets robo-advisor for women

05 January 2017  |  5790 views  |  0 comments | 17 tweets | 6 linkedin
OCBC pilots blockchain-based cross-border payments

OCBC pilots blockchain-based cross-border payments

14 November 2016  |  5505 views  |  0 comments | 4 tweets | 10 linkedin
OCBC enables cash transfers via Siri and iMessage

OCBC enables cash transfers via Siri and iMessage

28 October 2016  |  10771 views  |  0 comments | 12 tweets | 15 linkedin
Robo-advisors not ready to replace humans - Credit Suisse exec

Robo-advisors not ready to replace humans - Credit Suisse exec

26 October 2016  |  11854 views  |  6 comments | 19 tweets | 20 linkedin
OCBC Bank to begin customer trials of accelerator graduate apps

OCBC Bank to begin customer trials of accelerator graduate apps

04 August 2016  |  4106 views  |  0 comments | 4 linkedin
OCBC Bank launches fintech innovation unit and accelerator

OCBC Bank launches fintech innovation unit and accelerator

01 February 2016  |  6026 views  |  0 comments | 8 tweets | 1 linkedin

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit abe-eba.euVisit capgemini.com

Top topics

Most viewed Most shared
French retailer Carrefour launches online bank accountFrench retailer Carrefour launches online...
57366 views comments | 16 tweets | 36 linkedin
European Commission opens public consultation on fintechEuropean Commission opens public consultat...
9710 views comments | 43 tweets | 26 linkedin
Can banks really win in the payments business of the future? – new Finextra reportCan banks really win in the payments busin...
8939 views comments | 23 tweets | 37 linkedin
MAS to roll out national KYC utility for SingaporeMAS to roll out national KYC utility for S...
7928 views comments | 19 tweets | 28 linkedin
SecureKey taps IBM to put identity on the blockchainSecureKey taps IBM to put identity on the...
7375 views comments | 22 tweets | 15 linkedin

Featured job

Six Figure Base + Commission + Stock Options
London

Find your next job