$10 Trillion Asset Manager Vanguard to Setup New Advice & Wealth Management Division Headed by New Fidelity Hire Joanna Rotenberg Who was Fidelity President of Personal Investing, Senior Leadership Changes with Matt Benchener to Continue as Head of Personal Investor Business, John James Appointed as Head of Workplace & Advisor Solutions, Lauren Valente as Head of Institutional Investor Group and Hiring of Principal Financial Group Jon Couture as Managing Director & Member of Senior Leadership Team succeeding Lauren Valente
16th December 2024 | Hong Kong
United States asset manager Vanguard ($10 trillion AUM) has announced to setup a new New Advice & Wealth Management division headed by new Fidelity hire Joanna Rotenberg (1/1/25), who was Fidelity President of Personal Investing with responsibilities including strategy, product innovation, technology platforms, full distribution & service platform & leading 30,000+ associates. Vanguard also announced new senior leadership changes, with Matt Benchener to continue as Head of Personal Investor Business, John James appointed as Head of Workplace & Advisor Solutions, Lauren Valente appointed as Head of Institutional Investor Group, and hiring of Principal Financial Group Jon Couture as Managing Director & Member of Senior Leadership Team succeeding Lauren Valente. Vanguard (9/12/24): “Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna Rotenberg will join Vanguard in January 2025 to lead the new division as a managing director and a member of the firm’s senior leadership team. Vanguard’s existing advice and wealth management businesses are among the fastest growing offers within a large and growing industry segment, grounded in the firm’s core philosophy of high-quality, diversified, low-cost solutions designed to help clients keep more of their return. Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses. Previously, she spent over a decade at BMO Financial Group as a member of the bank’s Executive Committee and served as a partner at McKinsey & Company serving clients in wealth and asset management … … In addition to the creation of the Advice & Wealth Management division, Vanguard also announced a series of changes to improve client focus and expand its senior leadership team. Notable changes include: 1) Matt Benchener, managing director and head of Vanguard’s Personal Investor business which currently includes the firm’s wealth management offer, will continue in his role helping Vanguard’s millions of individual direct investors with a focus on our digital client experience, brokerage, cash and savings solutions, and education savings. 2) John James, current managing director of the Institutional Investor Group, has been named head of Workplace & Advisor Solutions overseeing Vanguard’s intermediated businesses with a focus on deepening our relationships with enterprise clients. 3) Lauren Valente, managing director and chief human resources officer, has been named head of the Institutional Investor Group. 4) Jon Couture, an accomplished chief human resources officer who has held several senior leadership positions across the financial services industry, will join Vanguard this month as a managing director and member of the senior leadership team succeeding Lauren.” In 2024 July, Vanguard officially appointed ex-BlackRock & McKinsey Salim Ramji as Vanguard CEO & Board of Director (effective 8th July 2024), with Chairman & CEO Tim Buckley retiring after a 33-year career.
“ $10 Trillion Asset Manager Vanguard to Setup New Advice & Wealth Management Division Headed by New Fidelity Hire Joanna Rotenberg Who was Fidelity President of Personal Investing, Senior Leadership Changes with Matt Benchener to Continue as Head of Personal Investor Business, John James Appointed as Head of Workplace & Advisor Solutions, Lauren Valente as Head of Institutional Investor Group and Hiring of Principal Financial Group Jon Couture as Managing Director & Member of Senior Leadership Team succeeding Lauren Valente “
Vanguard CEO Salim Ramji: “For nearly five decades, Vanguard has been a positive force in democratizing investing, helping to give tens of millions of investors the best chance for investment success. With the addition of Joanna to our leadership team, our goal is to further democratize our advice and wealth management offerings for our clients through enhanced technologies and offers – with the same client zeal that Vanguard has long been known for … … These changes will allow us to sharpen our client focus, advance our digital capabilities to scale our impact, and add to our strong leadership bench. We welcome Joanna and Jon and congratulate John and Lauren on their new responsibilities”
Joanna Rotenberg: “I have always admired Vanguard’s unique structure and client-focused mindset. I am humbled by the opportunity to lead the new Advice & Wealth Management group and expand Vanguard’s offerings to help more people achieve investment success.”
Jon Couture: “Vanguard has always had a special culture, cemented in the consistency of its mission and the commitment of its people. I am thrilled to join the crew and to have the opportunity to help develop the next generation of Vanguard talent.”
Joanna Rotenberg – Joanna Rotenberg is a senior executive that has worked across all facets of the financial services industry. Prior to joining Vanguard, she was President of Personal Investing at Fidelity Investments, overseeing the needs of over 20 million U.S. investors. Joanna was responsible for all aspects of this business – from strategy and product innovation, to technology platforms, and the full distribution and service platform, including leading 30,000+ associates. Prior to joining Fidelity, Joanna spent over a decade at BMO Financial Group, where she was Group Head of BMO Wealth Management and a member of the Executive Committee. She provided wealth and asset management solutions to clients across North America, EMEA, and Asia. She started her career as a Partner at McKinsey & Company as a leader in their North American financial services practice. Joanna serves as Treasurer to the Board of Directors of Sinai Health System and is also a member of the Rotman Dean’s Advisory Board, a part of the University of Toronto. She’s been recognized as one of the 100 Most Influential Women in U.S. Finance by Barron’s and one of Canada’s Most Powerful Women by the Women’s Executive Network. Joanna holds a JD/MBA from the University of Toronto and is a member of the New York Bar.
Jon Couture – Jon Couture is an established human resources executive with three decades of experience leading human resources primarily within financial services. Before joining Vanguard, he was executive vice president and chief human resources officer (CHRO) of Principal Financial Group, overseeing all aspects of human resources for more than 18,500 employees worldwide. Prior to joining Principal, he was the executive vice president–human resources for consumer lending, payments, virtual channels, operations, and innovation at Wells Fargo. Prior to Wells Fargo, he was senior executive vice president of human resources for HSBC North America Holdings, Inc. In addition to his roles in human resources, Jon is a veteran of the U.S. Air Force. Jon holds a doctorate in human performance from the University of Southern California, a master’s degree in instructional and human performance technology from Boise State University, and a bachelor’s degree in management from Southern Illinois University.
Vanguard – Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
World 2nd Largest $8 Trillion Asset Manager Vanguard Appoints ex-BlackRock & McKinsey Salim Ramji as CEO & Board of Director, Chairman & CEO Tim Buckley Retires after 33-Year Career
9th July 2024 – The world’s 2nd largest asset manager Vanguard ($8 trillion AUM) has officially hired & appointed ex-BlackRock & McKinsey Salim Ramji as Vanguard CEO & Board of Director (effective 8th July 2024), with Chairman & CEO Tim Buckley retiring after a 33-year career. Vanguard (8/7/24): “Vanguard today announced that Salim Ramji has assumed the role of chief executive officer and joined Vanguard’s Board of Directors. His appointment was part of a planned transition announced on May 14, 2024. Salim succeeds Tim Buckley, who is retiring from Vanguard after more than 30 years of distinguished service, including a highly successful tenure as chairman and chief executive officer. Salim is a highly accomplished leader whose background includes more than 25 years of financial services experience. His strong cultural alignment, along with his fresh global perspective and deep expertise in investments, capital markets and wealth management, will serve to further advance the interests of individual investors around the world. As was also announced in May, effective today, Greg has joined Vanguard’s Board of Directors (“the Board”) and Mark Loughridge, Vanguard’s Lead Independent Director, is now the nonexecutive Chairman of the Board.”
Salim Ramji, CEO, Vanguard: “For nearly 50 years, Vanguard has taken a stand for individual investors, with an unyielding commitment to serving their best interests and helping them achieve their long-term financial goals. I am honored and humbled to lead Vanguard into its next chapter, and am deeply committed to continue to steward the company’s mission to give investors the best chance for investment success.”
Greg Davis, President and Chief Investment Officer, Vanguard: “Salim is a dedicated, purpose-driven leader with deep experience, powerful insight, and a genuine passion for our mission. I am excited to collaborate with him as we aim to continue to deliver innovative products and highly personalized advice that helps maximize long-term returns for our investor-owners.”
Salim Ramji – Prior to joining Vanguard, Mr. Ramji was most recently a member of BlackRock’s Global Executive Committee and the firm’s Global Head of iShares and Index Investments, where he was responsible for two-thirds of the firm’s assets and growth. Prior to that, he was Head of BlackRock’s U.S. Wealth Advisory business where he was responsible for leading the firm’s relationships with wealth management firms, uniting the iShares and active teams around the mission of building better portfolios and applying new portfolio technologies to reach tens of thousands of advisors. Mr. Ramji joined BlackRock in 2014, serving initially as the Global Head of Corporate Strategy. Before joining BlackRock, he was a Senior Partner at McKinsey & Company where he led the Asset & Wealth Management practice areas. He started his career as a lawyer with Clifford Chance in London and Hong Kong. Mr. Ramji earned a bachelor’s degree in economics and politics from University of Toronto, an MA degree in law from Cambridge University, and is a CFA charterholder. He is a trustee of Graham Windham, a New York-based child-care agency, and on the International Leadership Council for the University of Toronto.
World 2nd Largest $8 Trillion Asset Manager Vanguard Hires ex-BlackRock & McKinsey Salim Ramji as CEO Effective July 2024, Chairman & CEO Tim Buckley to Retire after 33-Year Career, President & CIO Greg Davis Appointed to Board, Lead Independent Director Mark Loughridge Appointed as Non-Executive Chairman, President & CFO of The Coca-Cola Company John Murphy Appointed to Board
15th May 2024 – The world’s 2nd largest asset manager Vanguard ($8 trillion Assets under Management) has hired ex-BlackRock & McKinsey Salim Ramji as CEO (effective 8th July 2024), with Chairman & CEO Tim Buckley to retire after a 33-year career, Vanguard President & CIO Greg Davis appointed to the Board, Vanguard Lead Independent Director Mark Loughridge appointed as Non-Executive Chairman, and President & CFO of The Coca-Cola Company John Murphy appointed to the Board. Vanguard (14/5/24): “Vanguard announced today that its Board of Directors has appointed Salim Ramji, a longtime financial services executive, as the Company’s new Chief Executive Officer and a member of the Board, effective July 8, 2024. Mr. Ramji succeeds Tim Buckley, who, as previously announced, will retire and step down as Chairman and CEO. Mr. Ramji is a senior financial services executive with more than 25 years of experience in investments, capital markets and wealth management, including a decade as a senior leader at BlackRock Inc., leaving in January 2024. Most recently, Mr. Ramji was Global Head of iShares & Index Investing, where he was responsible for managing a majority of the firm’s client assets and evolving the iShares platform to provide an even broader set of innovative low-cost products for investors globally. His contributions led to expanded investment access for tens of millions of investors, a more central role for ETFs in retirement and wealth portfolios and a more efficient bond market with ETFs as an enabling technology. At BlackRock, he led the implementation of a voting choice platform, which democratizes client access to the proxy voting process. Prior to leading iShares, Mr. Ramji was the Head of U.S. Wealth Advisory and began his BlackRock career as the Global Head of Corporate Strategy. Before joining BlackRock, Mr. Ramji was a Senior Partner at McKinsey & Company in charge of the firm’s Asset & Wealth Management Practice. He started his career as a lawyer at Clifford Chance in London and Hong Kong. Together with Mr. Ramji’s appointment, Vanguard also announced that Greg Davis, President and Chief Investment Officer, will be appointed to Vanguard’s Board of Directors and have expanded responsibility for regulatory and government affairs. Upon the effective date of Mr. Ramji’s appointment as CEO, Mr. Buckley will step down as Chairman and CEO. Mark Loughridge, Vanguard’s Lead Independent Director, will be appointed non-executive Chairman. In addition, John Murphy, President and Chief Financial Officer of The Coca-Cola Company, will be appointed to the Board of Directors of Vanguard effective June 1, 2024. He brings 40 years of business, financial, and operational leadership experience to Vanguard’s Board, with more than 35 years at The Coca-Cola Company, one of the world’s most iconic organizations. He has served as the company’s CFO since 2019, became president in 2022, and has held a variety of positions during his career, including overseeing global finance operations and business operations in Asia Pacific and parts of Latin America.”
Vanguard Lead Independent Director Mark Loughridge: “The Board welcomes Salim to the leadership team and looks forward to working closely with him as we strengthen and expand our mission and purpose, driven by serving the interests of individual investors. Vanguard’s distinctive structure and culture have helped tens of millions of our investor-owners plan for their future and families. We have significant opportunities for growth ahead, including how technology and the client experience can drive solutions and extend the benefits of wealth management to more investors. Salim is an exceptional leader who is aligned with Vanguard’s mission-driven culture, making him the ideal candidate. Vanguard has an important future, and we believe he is the best person for the job … … John and Greg will be strong additions to the Board, and we on the Board look forward to working with them to serve the best interests of investors and maintain Vanguard’s culture of stewardship.”
Vanguard Incoming CEO Salim Ramji: “It’s an honor to join Vanguard, an institution I have long admired and respected. I am drawn to Vanguard because of the firm’s clarity and consistency of purpose and am very excited to get to work and partner with the outstanding leadership team to lead the company into the future. The current investor landscape is changing, and that presents opportunities for Vanguard to further its mission of giving people the best chance for investment success, which is more relevant today than at any time in the firm’s five-decade history. My focus will be to mobilize Vanguard to meet the moment while staying true to that core purpose – remaining the trusted firm that takes a stand for all investors.”
Vanguard Outgoing Chairman & CEO Tim Buckley: “I have worked with Salim on the Executive Committee of the Investment Company Institute. He cares about advancing the interests of individual investors, has a strong fiduciary ethos, and thinks strategically about solutions. Salim understands our organization’s deep sense of purpose and commitment to put clients first, which is a hallmark of Vanguard’s leadership team and culture.
Vanguard President & Chief Investment Officer Greg Davis: “Salim is a highly accomplished leader in the world of index investing, but importantly, also someone who shares Vanguard’s passion for serving clients. I look forward to working together with Salim as we continue innovating and improving our capabilities while remaining focused on lowering the cost and complexity of investing for our tens of millions of investors worldwide.”
World 2nd Largest $8 Trillion Asset Manager Vanguard Chairman & CEO Tim Buckley to Retire after 33-Year Career at the End of 2024, CIO Greg Davis Appointed as President with Immediate Effect, New CEO to be Selected
2nd March 2024 – The world’s 2nd largest asset manager Vanguard ($8 trillion Assets under Management) Chairman & CEO Tim Buckley has announced to retire after a 33-year career at Vanguard at the end of 2024, with CIO (Chief Investment Officer) Greg Davis appointed as President with immediate effect and a new CEO will selected. Announcement: “Vanguard announced today that Tim Buckley will retire from his role as Chairman and Chief Executive Officer by year-end 2024 after a dynamic and highly successful tenure as CEO and more than three decades of distinguished Vanguard service. Vanguard’s Board of Directors has initiated a comprehensive process to select a new CEO, evaluating both internal and external candidates. Vanguard also announced today that Chief Investment Officer Greg Davis has been appointed to the additional role of President of the firm, effective immediately. During his tenure at Vanguard, Mr. Buckley has served with great distinction, driving significant innovation and accomplishment across a range of senior roles. He joined Vanguard in 1991 as founder John Bogle’s research assistant, where he learned first-hand the founding principles of the company. Mr. Buckley became a member of Vanguard’s senior leadership team in 2001 as head of Vanguard’s Information Technology Division. He subsequently led the Personal Investor division through a period of significant growth and then served as Chief Investment Officer before being named CEO in 2018. He was appointed Chairman in 2019.”
Vanguard Chairman & CEO Tim Buckley – Mortimer (Tim) Buckley is chairman of the board and chief executive officer of Vanguard. Previously, he was Vanguard’s chief investment officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. He joined Vanguard in 1991 and has held a number of senior leadership positions, including chief information officer from 2001 to 2006 and head of the Retail Investor Group from 2006 to 2012. Outside of Vanguard, he served as chairman of the board of Children’s Hospital of Philadelphia from 2011 to 2017 and as a trustee and vice chair of The Shipley School from 2018 to 2022. He is a member of the board of governors of the Investment Company Institute and of FINRA. Tim holds an A.B. in economics from Harvard College and an M.B.A. from Harvard Business School.
Mark Loughridge, Vanguard Lead Independent Director: ” On behalf of the Board, I would like to thank Tim for his unwavering commitment and outstanding, dedicated service to Vanguard and its investor-owners and crew for more than 33 years. Under his leadership, Vanguard went through a period of unprecedented innovation, growth, and transformation, building high-value-added services and businesses and expanding our advice offers. These achievements, plus his focus on developing future leaders and ensuring Vanguard always delivers value and great service to clients, position Vanguard for continued success in the years to come. We are extremely grateful for Tim’s many contributions and look forward to continuing to work with him throughout the upcoming CEO selection and transition process.”
Tim Buckley, Vanguard Chairman & CEO: “Thirty-three years ago, I was lucky to join a company that believed in giving investors a fair shake as they saved for retirement, for their kids’ college education, or for their dream home. In my seventh year as CEO, we have scaled our mission to more than 50 million investors, and our team is just getting started. I have been passionate about developing the next generation of leaders, and I look forward to those leaders elevating Vanguard to new heights. It has been an absolute privilege to lead Vanguard and help advance the company’s mission of giving clients the best chance for investment success. Today, Vanguard is poised to seize the opportunities of the future while continuing to deliver for our investor-owners.
Having worked closely with Greg for more than a decade, I am confident he will effectively leverage his deep investment expertise and partner with our senior team to help accelerate our business and uphold Vanguard’s passionate focus on our investors. Greg has an outstanding record of delivering for our clients—through fund performance, by championing innovation across our product line-up, and via industry-leading thought leadership. He is a well-respected leader in our industry who is frequently sought out by policy makers and who advocates for regulatory changes to benefit everyday investors.”
Greg Davis, Newly appointed President of Vanguard: “Understanding client needs has always been critical to Vanguard’s success. I am excited to serve Vanguard in this expanded role, working to ensure that our investment teams are even more proximate to the client voice and that we enhance our efforts within the industry and with policymakers to advance investor interests.”
World 2nd Largest $8 Trillion Asset Manager Vanguard Chairman & CEO Tim Buckley to Retire after 33-Year Career at the End of 2024, CIO Greg Davis Appointed as President with Immediate Effect, New CEO to be Selected
29th February 2024 – Vanguard announced today that Tim Buckley will retire from his role as Chairman and Chief Executive Officer by year-end 2024 after a dynamic and highly successful tenure as CEO and more than three decades of distinguished Vanguard service. Vanguard’s Board of Directors has initiated a comprehensive process to select a new CEO, evaluating both internal and external candidates. Vanguard also announced today that Chief Investment Officer Greg Davis has been appointed to the additional role of President of the firm, effective immediately.
- During his tenure at Vanguard, Mr. Buckley has served with great distinction, driving significant innovation and accomplishment across a range of senior roles. He joined Vanguard in 1991 as founder John Bogle’s research assistant, where he learned first-hand the founding principles of the company. Mr. Buckley became a member of Vanguard’s senior leadership team in 2001 as head of Vanguard’s Information Technology Division. He subsequently led the Personal Investor division through a period of significant growth and then served as Chief Investment Officer before being named CEO in 2018. He was appointed Chairman in 2019.
- Under Mr. Buckley’s leadership, Vanguard has experienced remarkable momentum across its lines of business and a track record of top-performing investments1, all in service to its investor-owners. Highlights of his tenure include expanding the client base by tens of millions to more than 50 million investors globally, growing assets under management by more than 80% to $9 trillion, dramatically expanding Vanguard’s award-winning2 advice business with differentiated digital and hybrid solutions, digitizing and modernizing business operations and the client experience, and improving client service and satisfaction3. During his tenure, Vanguard thrived not only in the U.S. but internationally across the United Kingdom, Europe, Australia, Canada, and Latin America, bringing high-quality, low-cost investment products to individual investors in markets across the globe. Mr. Buckley also successfully led the firm through the global COVID pandemic, maintaining consistent business, operational, and client momentum through one of the most disruptive economic and social periods of recent history.
Investment veteran and Chief Investment Officer Greg Davis to expand role, becoming President
- In his expanded role as both President and CIO, Mr. Davis will be responsible for all aspects of the firm’s investment management, retirement business, and services for financial advisor clients, overseeing the majority of Vanguard’s fund and ETF distribution. Within his expanded remit, he will also further advocate for policies for the betterment of the capital markets and help ensure more investors have the access and ability to save for a secure future.
- Mr. Davis, a 24-year Vanguard veteran, was first appointed CIO and global head of Vanguard Investment Management Group in 2017. He currently oversees $8 trillion in global assets managed by Vanguard’s fixed income, equity index, and quantitative equity groups. An accomplished industry leader, Mr. Davis is a member of both the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury and the Federal Reserve Bank of New York Investor Advisory Committee on Financial Markets. Prior to being named CIO, Mr. Davis was principal and global head of Vanguard Fixed Income Group. He also previously served as the company’s Asia-Pacific chief investment officer. Mr. Davis is the Vice Chair of the board of trustees for the Children’s Hospital of Philadelphia. He earned a B.S. in insurance from The Pennsylvania State University and an M.B.A. in finance from the Wharton School of the University of Pennsylvania.
About Vanguard
Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
$8.2 Trillion Asset Manager Vanguard Exits China Market with Sale to Ant Group, Vanguard Investment Advisory Shanghai Renamed to Ant Investment Advisory & Ant Group to Have 100% Shareholding in 2024
17th November 2023 – Leading asset manager Vanguard with $8.2 trillion AUM (Assets under Management) is exiting the China market after selling 49% stake in robo-advisory joint venture to Jack Ma Ant Group Malvern. Vanguard Investment Advisory (Shanghai) is renamed to Ant Investment Advisory and Ant Group to have 100% shareholding in 2024. Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited is the first independent fund investment advisory agency approved by the China Securities Regulatory Commission，co-founded by the largest Mutual Fund Company in the world-The Vanguard Group, and Ant Financial Services Group. On April 2nd, 2020, Vanguard Investment Advisors officially launched a new wealth management service “Bang Ni Tou” (Help You Invest) available to everyone on the Alipay App. Vanguard Investment Advisors (Shanghai) has more than 3 million users. More info below:
$8.2 Trillion Asset Manager Vanguard Sells 49% Stake in Robo-Advisory Joint Venture to Jack Ma Ant Group Malvern, Ant Group to Have 100% Shareholding in 2024
26th October 2023 – Leading asset manager Vanguard with $8.2 trillion AUM (Assets under Management) is selling 49% stake in robo-advisory joint venture to Jack Ma Ant Group Malvern, with Ant Group to have 100% shareholding of the joint venture in 2024. Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited is the first independent fund investment advisory agency approved by the China Securities Regulatory Commission，co-founded by the largest Mutual Fund Company in the world-The Vanguard Group, and Ant Financial Services Group. On April 2nd, 2020, Vanguard Investment Advisors officially launched a new wealth management service “Bang Ni Tou” (Help You Invest) available to everyone on the Alipay App. Vanguard Investment Advisors (Shanghai) has more than 3 million users.
Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited
Vanguard Investment Advisors is the first independent fund investment advisory agency approved by the China Securities Regulatory Commission，co-founded by the largest Mutual Fund Company in the world-The Vanguard Group, and Ant Financial Services Group. On April 2nd, 2020, Vanguard Investment Advisors officially launched a new wealth management service “Bang Ni Tou” (Help You Invest) available to everyone on the Alipay App. “Bang Ni Tou”” aims to provide investors with a new one-stop fund investment advisory service. It inherits years of professional investment advisory experiences of The Vanguard Group in the U.S.，and based off its exclusive model “Global Capital Markets Model” (VCMM ®) to conduct 10,000 simulations, it can generate portfolio that fits investor’s risk profile, select funds, do redemption and other transactions on behalf of the investors, continuously track market dynamics, and automatically rebalance according to market conditions, making your investment simpler and more worry-free.
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