近日，加拿大六大银行之一的加拿大国民银行宣布投资智能投顾创企Nest Wealth。通过本次合作，Nest Wealth将获得总额为600万美元的投资，而加拿大国民银行也将有机会利用Nest Wealth先进的投资技术提升自己的内部数字平台，更好地为终端客户服务。
Nest Wealth创始人兼首席执行官Randy Cass表示，这也是加拿大银行巨头首次对该国乐天堂娱乐科技创企进行战略投资。这不仅是对Nest Wealth未来前景的肯定，同时也为该公司的快速发展提供了实实在在的支持与帮助。
One of Canada’s Big Six takes a strategic investment in a robo-adviser startup, Nest Wealth. The Bank will also license the financial technology company's digital wealth management platform.
The agreement consists of an investment of $6m by National Bank and a commercial agreement that will see National Bank employing Nest Wealth's cutting-edge investment technology to enhance the Bank's internal digital platforms for the ultimate benefit of its clients.
Analysts see this investment as a major step for the online investment industry.
“It’s the first time that any of the big six banks has made a strategic investment in a Canadian fintech company,” said Nest Wealth founder and CEO Randy Cass.
Nest Wealth launched in Canada in 2013 and is now one of the largest among more than a dozen robo-advisors. The fintech does not disclose its assets under management, but Cass said they have grown “like a weed” by 300 per cent in the last 12 months.
“With this agreement, National Bank is increasing its digital services to end clients while continuing to emphasise the importance and value of financial advising relationships,” said Martin Gagnon, co-president and co-chief executive officer of National Bank Financial and executive vice-president of wealth management.
Nest Wealth’s technology will be used to “augment and complement our present platforms, thereby equipping our advisors with an additional working tool that will take our investment offer to the next level,” Gagnon said in a statement.
“This is a huge vote of confidence in Nest Wealth’s vision by one of the oldest and largest financial institutions in Canada, and gives us additional resources to keep up with rapid growth,” added Cass.