Amanda Ong

Investors are asking more sophisticated questions than they were even just a year ago.
THE WEALTH CODE

Alternative investing’s next phase: tackling portfolio challenges

A relationship manager who knows what an AI-generated investment recommendation cannot do is far more valuable than one who simply passes it along to clients.
THE WEALTH CODE

AI is rewriting private bankers’ job description

Risk-off periods also tend to trigger flight-to-safety behaviour. Investors move into high-quality sovereign bonds, including US Treasuries and other liquid government securities.
THE WEALTH CODE

Navigating a future market sell-off

AI can help guard against emotional decisions by identifying when portfolios drift too far from targets or when risk levels rise beyond what an investor can tolerate.
THE WEALTH CODE

AI can help your finances – without losing the human touch

In this complex and fast-moving investment environment, digital wealth management platforms are playing a much larger role in the search for yield.

The quest for yield

Investments spread across multiple platforms, conflicting strategies and an overwhelming array of options create a need for a unified, strategic approach.

Taking stock: Managing wealth in a turbulent time