The latest technology news in the wealth management sector from around the world.
State Street Investment Management
Boston-headquartered asset manager State
Street Investment Management has made a minority investment
in getquin, a German
digital wealth management platform for private investors. The
investment marks an important step in State Street Investment
Management’s strategy to partner with innovative technology
platforms to broaden access to investment solutions, strengthen
long-term retirement outcomes, and expand digital intermediary
distribution across Europe.
The transaction will also establish a long-term
collaboration between the two firms, combining State Street
Investment Management’s heritage in portfolio construction with
getquin’s data-driven, digital-first wealth platform. The
partnership will see getquin develop and deploy next-generation
wealth management investment solutions, with State Street
Investment Management providing investment solutions via
exchange-traded funds (ETFs) that are integrated into getquin’s
investment advice.
“The retail investment landscape in Germany stands at a unique
and exciting crossroads, representing a compelling opportunity
for an innovative firm like getquin to thrive,” said Yie-Hsin
Hung, chief executive officer of State Street Investment
Management. “Against this backdrop, our partnership with getquin
will allow us to bring the benefits of our deep expertise, global
scale and culture of innovation to a broader audience of retail
investors.”
The partnership is designed to translate long-term financial
goals into disciplined investment actions by embedding
institutional-grade investment solutions within an intuitive,
technology-enabled investor experience. By using getquin’s
aggregated customer data, advanced analytics and rapidly-growing
user base, State Street Investment Management will gain a
differentiated digital distribution channel that supports
education-led decision-making and deeper investor engagement.
Through its collaboration with getquin, State Street Investment
Management is deepening its relationships with digital wealth
platforms and intermediaries seeking innovative, scalable
solutions to meet rising demand for transparent, data-driven and
outcome-oriented investment experiences. The partnership reflects
a shared ambition to democratize access to investment tools and
to help retail investors who may benefit from long-term
compounding through disciplined portfolio construction and
planning.
