WRISE leverages technology to meet the ever-growing needs of ultra-high net worth individuals

StashAway is a digital wealth manager that offers investment portfolios and wealth management solutions for both retail and accredited investors and operates in Singapore, Malaysia, the Middle East and North Africa, Hong Kong, and Thailand.

The company’s key product is its investment platform, which helps users invest in a diversified portfolio based on individual risk appetites and investment goals. This platform uses its proprietary economic regime-based asset allocation (ERAA) framework to reoptimise and rebalance each investment portfolio – all while charging users a small annual management fee.

As of January 2021, StashAway announced that it has surpassed USD1 billion in assets under its management. The firm recently launched its flexible portfolio suite, allowing investors to pick the asset classes they want and control their investments based on their own market view and holdings outside its app.

In a conversation with Michele Ferrario, Co-Founder and CEO, StashAway, he shares insights on the company’s growth and successes, its solutions for different tiered customers including the company’s recent partnership with BlackRock to offer multi asset model portfolios for its clients. Michele also talks about wealth management tips for investors whilst advising listeners to continue investing through the ups and downs.

Additionally, Michele also shared:

StashAway’s background and what it was setup to do
Insights into StashAway’s customer base and how this looks from a customer segmentation perspective
Key successes to date
Where investors can park their money during these turbulent times