All articles by Prasad

Prasad

Acorns rolls out socially responsible investment portfolio

Micro-investing app Acorns has introduced a new sustainable investment portfolio, dubbed Emerald Portfolio, which meets environmental, social and corporate governance…

Lockwood Advisors rolls out new investment portfolios

Lockwood Advisors, an affiliate of BNY Mellon, has launched a new investment solution known as Lockwood/American Funds Core Portfolios, which…

IOOF to buy National Australia Trustees from NAB

Australian financial services provider IOOF has agreed to acquire National Australia Trustees (NATL) from National Australia Bank (NAB) for an…

Bank Vontobel taps Appian for digital overhaul

Switzerland-based Bank Vontobel has selected Appian, a US-based software developer, to execute its digital transformation strategy across all business divisions.…

BNY Mellon names new global head for hedge fund services

The Bank of New York Mellon (BNY Mellon) has appointed Peter Salvage as new global head of hedge fund services.…

UBS taps FinChat to facilitate secure social chat between clients and advisers

Swiss private banking giant UBS has partnered with FinChat, a Singapore-based technology provider, to offer secured social chat communication to…

Calastone completes blockchain POC test for mutual funds trading

British funds transaction network Calastone completes first phase of blockchain distributed market infrastructure proof-of-concept test for the trading of mutual…

Mason Baxter to expand wealth management operations in Asia Pacific region

Chinese investment management firm Mason Baxter is planning to expand its wealth management operations in Asia Pacific to increase penetration…

Hong Kong’s Private Wealth Management Association adopts fairness charter

Private Wealth Management Association (PWMA) has adopted Treat Customers Fairly Charter for private wealth management industry. PWMA developed this charter…

Chinese wealth manager CreditEase opens new Singapore office

CreditEase, a China-based wealth management firm, has opened a new office in Asia Square Tower in Singapore. In October 2014,…