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Dragon Wealth's app apt for banks

Tablet app from startup reveals live benchmarks of how investors' portfolios are faring against their peers, reports VICTORIA HO

Published Sun, Mar 16, 2014 · 10:00 PM
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BANKS have traditionally relied on relationship managers to push products but, as the average investor gets more savvy, the bank's ability to hold their trust declines, said Bert-Jan van Essen, former Credit Suisse private banking Asia-Pacific CIO (chief information officer).

A panel of former top banking executives are betting that an iPad app revealing live benchmarks of how users' portfolios are faring against peers will pave a new way of connecting with users.

Together with former Credit Suisse director Dana Ritter…

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