Tagged: investment portfolio

Singapore’s DBS Introduces AI enhanced Digital Investment Advisory Solution

DBS (SGX:D05)/POSB retail clients are now able to access a new feature offered via DBS’ AI-enhanced financial and retirement planning tool, called NAV Planner, which will aim to offer specific investment recommendations that are well-suited for different investment profiles and requirements. Evy Wee, Head of… Read More

Current Trends Indicate Bitcoin Volatility to Decline Over Time, so Implied BTC Allocations May Increase: Report

European digital asset manager CoinShares notes that as growing numbers of investors start taking Bitcoin (BTC) “more seriously,” it raises an important question: what would be an “appropriate” or ideal amount of Bitcoin in an investment portfolio? According to CoinShares research team, the “real answer”… Read More

JPMorgan Chase Financial Company LLC Shares Terms of Notes for its Cryptocurrency Exposure Basket

JPMorgan Chase Financial Company LLC recently shared the terms of the notes offered by the preliminary or initial pricing supplement. The notes, which have will have JPMorgan Chase & Co. serve as the guarantor, will have a $1,000 minimum denomination, the bank confirmed. As noted… Read More

Spencer Schiff, Son of Gold Investments Advocate and Crypto Critic Peter Schiff, Goes “All in” on Bitcoin (BTC)

Spencer Schiff, who is the son of one of Bitcoin’s most vocal critics, Peter Schiff, has reportedly decided that he’ll be moving 100% of his investment portfolio into BTC, the leading digital currency. My son @SpencerKSchiff's latest #Bitcoin buy resulted in a follow by @jack…. Read More

Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace

SIMON has expanded its digital wealth management platform to include exchange-traded funds (ETFs). The company has also launched a new marketplace with Innovator’s Capital Management’s Defined Outcome ETFs – which includes their Buffer ETFs. These products are currently available on SIMON’s centralized platform for “risk-managed… Read More

Bitcoin (BTC) Could Potentially be Added to Well-Diversified Investment Portfolios, Yassine Elmandjra from ARK Invest Argues

Yassine Elmandjra, an analyst at ARK Investment Management, a company that invests in Fintech projects and other next-generations technologies, says that Bitcoin’s (BTC) blockchain will “contribute more dramatically and profoundly to the evolution of monetary and financial systems than any other breakthrough in history.” Elmandjra,… Read More

Private Debt and Real Assets could Potentially Offer Attractive Opportunities to Investors during COVID-19 Outbreak, BNP Paribas Executive Explains

David Bouchoucha from BNP Paribas’ asset management division has argued that private debt and real assets could potentially offer good opportunities to investors during the COVID-19 outbreak. Bouchoucha noted that these options can be attractive because private debt and real assets have proven to be… Read More

PensionBee’s Clare Reilly Says UK Residents have “Very Low Levels” of Financial Literacy, May Pay More Attention as Pension Savings Tank After COVID-19 Outbreak

Clare Reilly, head of corporate development at PensionBee, a London-based personal finance company, has noted that the present economic challenges and conditions could lead to individuals paying more attention to their retirement and pension plans. There’s been a significant decline in the amount saved in… Read More

Belgium-based Financial Services Firm KBC Launches Bot-based Assistant Matti for Investment Management

Belgium-based financial services firm KBC has reportedly introduced a digital investment account operated entirely by a bot-based assistant, called Matti. The new online investment account is available to KBC customers and non-customers with a €1000 (appr. $1,110) minimum investment requirement. Matti was developed by the… Read More

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