Arta Finance

The structured product landscape is changing — and we believe it’s for the better. Our Global Head of Derivatives, Matt Linker, spoke at #SRPEurope2025 about the path to expanding access: “The structured product market has long been limited to private bank and advisor channels, but that’s changing. The key to broader access is investor education at scale and digitization that can make these opportunities more transparent and pass on more value through a tighter fee model."

? While the finance world talks about AI’s potential, Arta is delivering it. On April 2nd, we’re unveiling Arta AI—the next leap in wealth management. Join us for the livestream of the Arta AI launch event in NYC, where Arta CEO Caesar Sengupta will introduce a new way to engage with your wealth through the power of AI. Don’t just hear about the future of finance—see it in action! What to expect: ?? A first look at Arta AI and how it opens access to wealth management ?? Insights from Ralph Hamers, former CEO of UBS & ING, on AI’s role in finance ?? A behind-the-scenes look at how Arta built AI specifically for wealth by Co-founder Edward Chiang, CMO Melissa-Ann Chan and Product pro Anu Rajan. We can’t wait to see you there! https://lnkd.in/g2iaWmQF

Arta Finance is hosting Introducing Arta AI . Make sure to attend it on April 2.

The next leap in wealth management is here—and we want you to be among the first to see it. Tune in to our livestream - direct from NY!

Arta’s Samita Malik joined a panel on advanced life insurance, estate, and financing strategies, sharing insights on our PPLI SMA program at Arta, at the 2025 Rohe Levy Financial Premium Finance Symposium in Vegas. The discussion was packed with great takeaways, from optimizing tax efficiency to leveraging personalized investment strategies within life insurance structures. A fantastic event with top-tier conversations and industry leaders. Thank you Rohe Levy Financial and Insurance Services, Inc. - already looking forward to next year's event.

Sopnendu Mohanty, Group CEO of the Global Finance & Technology Network, on the value and ROI of being kind. Hear the conversation with Caesar Sengupta on the latest episode of the Live Long and Prosper, wherever you enjoy podcasts. ?? ??

?????????????????? ?????????? ???????????????????????????????? ???? ?????????????????? ?? ? Through YWCA of Singapore’s latest Women’s Business Accelerator (WBA) programme, more women will get “the opportunity to experience the same entrepreneurship that many others have had”, says Puay See Ong at last evening’s community engagement event co-organised by Arta Finance, 100 Women In Finance, Co-Axis, and YWCA. The WBA programme aims to provide women from lower-income households with mentorship and networks to support their #entrepreneurship journeys, bolstering their financial adequacy and well-being in the long run. Co-Axis’ partnership with Arta Finance, highlighted by Arta’s Amanda Ong, expands opportunities for Arta members to support similar initiatives through impact investing. Attendees also heard from Melissa K. of 100 Women in Finance, Hwee Hoon Sim and Cheryl Ong of YWCA, as well as Lilly and Eva — two mums who shared how YWCA’s programmes have provided them new income streams while offering flexibility to manage their caregiving responsibilities. These stories underscore the importance of building an ecosystem of support for women to help them uplift their families and communities, notes Joycelyn Ong, Head, Co-Axis, in her closing remarks. ? ?? If you are interested in funding or participating as a mentor in the WBA programme, check it out on the Co-Axis platform today at https://lnkd.in/gJtntW8N or contact us at [email protected] ? Let us contribute to solutions that empower women and families, and build more inclusive economies. ?? ? #IWD2025 #CoAxis #YWCASingapore #ArtaFinance #TemasekTrust

The afternoon at the 2025 RLFPFS was filled with valuable insights.?David C. Reynolds, CFP?, CLU?, Chief Marketing Officer at Spearhead Administrative Services, discussed how Spearhead can assist in creating personalized SMAs. Two engaging panels followed:?Anthony Stanek?(Investors Preferred) led a discussion on IDFs with?Fran Golden (Blackstone) and?Josh Chmara (Neuberger Berman), and?John Gardner?(Finch Investment Group) drawing upon their extensive experience. Subsequently,?David C. Reynolds, CFP?, CLU??moderated a second panel on SMAs, featuring?Michael Ashley Schulman, CFA?(Running Point) and?Samita Malik?(Arta Finance), who shared key insights.?#2025RLFPFS

A very interesting podcast with former Monetary Authority of Singapore (MAS) Fintech Head and now CEO of GFTN, Sopnendu Mohanty. Well worth a listen. Especially, the part about how he founded the world known Singapore FinTech Festival, to help himself figure out how to do his job in building up the FinTech ecosystem. It was a crowdsourced answer to a personal conundrum. Also, how he relies on the 3F's to succeed: Family, Friends and Fortitude. Family for support, and Friends for optimism, and Fortitude to deal with life's challenges. Good stuff!

?? Don't miss tomorrow's panel! We’re bringing together a powerhouse panel of female leaders at Arta to discuss financial topics that matter—from investing with confidence to protecting and growing wealth for the long term. Bring your questions, your experiences, and your curiosity. Whether you’re focused on career growth, personal finance, or building long-term financial security, this is your chance to learn from experts and connect with like-minded women. Speakers: ? Samita Malik, Head of Insurance ? Tracy Gallagher, Head of Private Investments ? Emmy Sakulrompochai, Head of Investment Advisory ? Zana Hrvacic, Member Success Join us—and invite anyone who’d like to be part of the conversation. Register now on Arta's website.