British banking group Standard Chartered has introduced a new digital wealth management service known as Personalised Investment Ideas that will offer tailored investment ideas for its priority banking clients.
The service, available on the relationship manager’s (RMs) tablet-based sales-and-service device, integrates algorithms and analytics with the bank’s market expertise to generate automated investment ideas for funds and bonds.
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Investment ideas are delivered based on clients’ risk profile and the bank’s market views. Clients are then sent a report via email with buy/sell/hold recommendations following a conversation with their RM.
The service has been currently launched in Singapore, with plans for a broader rollout across other Asian markets later.
Standard Chartered global head of Investment Strategy and Advisory Alexis Calla said: “We have combined cutting-edge technology and design thinking with our market expertise to give our clients a more personalised investing experience.”
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