This week saw the launch of a new wealth management platform, Rosecut, powered by artificial intelligence, and focused on the affluent middle market investor base.
Qiaojia Li (pictured), co-founder and CEO of Rosecut, who was most recently Co-Head of Asia desk at Coutts Bank, says: “Six years ago I started working with investors who could give me GBP1 million to start a relationship and realised that, nowadays, these types of clients have been left behind by traditional private banks.
“There is, what we can call, the middle market, people with GBP100,000 to 2million in investable assets. What these people need is very different from retail and high net worth investors.”
UK pension wealth rising, but challenges remain
Thu 05/12/2019 - 16:40
Industry perspective: ESG regulation of alternatives not enough
Wed 04/12/2019 - 12:37
Philanthropic giving among UHNW individuals exceeds USD150bn
Wed 04/12/2019 - 10:41
VC failure rates should prompt radical overhaul says Consilience Ventures
Tue 03/12/2019 - 10:26
Investec takes investors' green pulse
Mon 02/12/2019 - 14:31
EMQQ’s Carter comments on Single’s Day
Mon 11/11/2019 - 09:06
ETF innovation needs to come from all sides, says Lyxor’s Adam Laird
Wed 06/11/2019 - 09:45
Fintech start-up BetterTradeOff adds to Board and Executive Team
Thu 31/10/2019 - 09:05
Horizon plans future cross-asset offering including fixed income
Wed 23/10/2019 - 09:30
Platform challenges hold back DFMs from adopting ETFs
Tue 22/10/2019 - 09:30
VC failure rates should prompt radical overhaul says Consilience Ventures
Tue, 2019-12-03 10:26
Advisers want to spend more time with their clients says Wealth Wizards
Thu, 2019-11-28 09:21
Wealthinity offers democratisation for smaller wealth managers
Mon, 2019-11-25 14:41
European gold ETFs hit record highs
Wed, 2019-11-20 10:25
Fitz Partners reveals 23 per cent of retail assets may still pay trail commissions
Mon, 2019-11-18 10:27
