Financial Services Investors Portfolio Management 
Razorpay
JUNE 11, 2025
At a time when mutual fund investing felt complex, Scripbox brought clarity by curating a limited set of schemes tailored for first-time investors. With deep expertise in financial services and technology, the team laid the foundation for one of India’s earliest and most trusted digital wealth platforms.
The TRADE
MAY 30, 2023
Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management.
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Razorpay
AUGUST 9, 2023
Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?
The TRADE
OCTOBER 19, 2023
The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.
Accenture Capital Markets
SEPTEMBER 5, 2023
Established firms themselves tell us they are moving full steam ahead, with half of large financial services entities expressing interest now in developing their own digital platforms (compared to 33 percent just two years ago). [ii] The next generation of investors is partially behind the drive to digital platforms.
The TRADE
DECEMBER 8, 2023
SVB was the catalyst for a bank run that led to the collapse of FRB and Signature Bank as the latest iteration of March madness led to market volatility, credit contraction and negative investor sentiment, which very much defined the first half of the year.
Razorpay
DECEMBER 15, 2024
Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals. Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth.
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