Digital wealth management firm InvestCloud has appointed Taryn Balthazar as the EVP, head of distribution for Asia Pacific and Australia.
The Singapore-based appointment forms part of the firm’s broader strategy to form local teams across key Southeast Asia markets.
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The aim is to facilitate product delivery and development of relationships with the region’s key clients and partners.
Balthazar was previously in charge of the firm’s largest robo-advice and digital self-select investing project in the US.
InvestCloud specialists from its California base will support Balthazar in developing the Singapore outpost.
InvestCloud co-founder and CEO John Wise said: “I’m delighted that Taryn will be heading up our Singapore office. Her tremendous experience in delivering digital solutions to many of our leading clients, including the largest banks in the U.S., will serve our clients in the Asia Pacific market well.
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By GlobalData“In addition to the team joining her from our California office, Taryn will be joined by local talent consisting of staff from my former company, Netik.”
Earlier this month, InvestCloud unveiled a new product called InvestCloud White.
The product can serve as an end-to-end digital platform for RIAs and also support turnkey asset management programmes (TAMPs).
Currently, InvestCloud has a client base of more than 700 including wealth managers, institutional investors as well as family offices, among others.
The firm manages assets of over $2trn.
