淡马锡基金旗下MoneyOwl 推全新财务规划服务模式

MoneyOwl on 8world
13 February 2025

MoneyOwl, a financial advisory company under Temasek Trust, has launched a new financial planning service model, shifting from direct sales of commercial products to providing financial consulting and advice to assist people in financial planning. The company said in a statement that the new online resources cover financial planning at all stages of life, including planning for a new baby to preparing for retirement.

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As generative AI tools like ChatGPT gain popularity, many are using them for investment advice. However, experts caution that current AI models are not as powerful as perceived and may mislead users without proper financial knowledge. MoneyOwl’s Head of Partnership & Investment Management, Li Huijing, notes that AI tools rely on past data and often...
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Within two weeks, another local bank has lowered interest rates. UOB will cut rates on its flagship savings account starting next month, following OCBC’s move. MoneyOwl CEO & CIO Chuin Ting Weber notes that global interest rates are trending down due to factors like US tariffs and slowing economic growth. With a risky global outlook,...
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