A Hybrid Wealth Management Approach

Four leaders in the wealth management industry came together at the Hong Kong FinTech Week 2022 on 1 November 2022 to discuss a hybrid wealth management approach and to answer the question on whether robo-advisors will replace traditional wealth managers.

The panel, moderated by Brit Blakeney from Franklin Templeton, saw Sami Abouzhar from HSBC, Joyce Leung from Bank of China, Jessie Chen from Taiping Financial Holdings Company Limited, and John Robson from Quantifeed come together to shed light on the topic.

The panel, moderated by Brit Blakeney from Franklin Templeton, saw Sami Abouzhar from HSBC, Joyce Leung from Bank of China, Jessie Chen from Taiping Financial Holdings Company Limited, and John Robson from Quantifeed
From left to right: Joyce Leung from Bank of China, Sami Abouzhar from HSBC, Jessie Chen from Taiping Financial Holdings Company Limited, and John Robson from Quantifeed, moderated by Brit Blakeney from Franklin Templeton.

Digital Wealth Management- Friend or Foe?

The myth that digital wealth management is targeting traditional wealth managers is old. John Robson, Chief Commercial Officer shares, “Quantifeed has launched digital wealth management solutions for many banks in Asia. Many of the platforms we’ve launched have been for direct-to-customer solutions and tools to increase productivity and efficiencies for advisors”.

Panellists agree that digitising wealth management has helped banks to reach and service customers who prefer a digital approach to wealth management. Joyce Leung, Assistant General Manager, Personal Digital Banking Product Department shared, “We take a hybrid wealth management approach at Bank of China. We utilise robo-advisors for our younger investors but still mobilise our advisors to service our customers who want more complex products. We have a big segment of customers who prefer to see their advisors”.

Technology and Innovation Closes the Wealth Gap

Robo-advisors lower the barrier of entry for many investors. This means more customers can get access to wealth management advice and be guided into a professionally managed portfolio. Sami Abouzhar, Head of Investments and Wealth Solutions, Wealth and Personal Banking added, “This is a big space that’s untapped. There’s not enough wealth management done by customers globally and there’s lots of space for collaboration between banks and FinTechs to help everyone achieve their financial goals”.

Data shows that the average investment amount per customer starts at 20,000 dollars. John Robson shares, “Servicing customers at this entry point is costly, but capturing them at that stage by providing advice and helping their assets to grow as they progress into retirement is the beginning of a great relationship! It is the start of a long term journey. The only way to do this is having scalable business model and we achieve this through technology and innovation”.

When customers transition from one stage of life to the next, banks need to keep their services relevant. Having a unified platform that underpin a variety of services can support customers through this transition. Jessie Chen, Deputy General Manager shares, “I think technology makes it easier to get to know our customers. We offer financial education to all our customers through our platform. This helps with hyper-personalisation when it comes to offering our products and services to them”.

Sami Abouzhar, Head of Investments and Wealth Solutions, Wealth and Personal Banking, HSBC and Jessie Chen, Deputy General Manager, Taiping Financial Holdings Company Limited shares how technology help reaching clients financial goals
Sami Abouzhar, Head of Investments and Wealth Solutions, Wealth and Personal Banking, HSBC and Jessie Chen, Deputy General Manager, Taiping Financial Holdings Company Limited share how technology helps clients reach their financial goals.

Digitalisation Helps Wealth Managers to Tackle Client Challenges

There’s still a fear that digitalisation and automation will take jobs away from advisors and relationship managers. However, the panellists agree it’s not the case. Joyce explains, “Digitalisation has completely changed our communications. It’s much easier now. Sharing investment information and market trends and updates with our customers have been simplified and quickened. Our chat function enables our advisors to offer help and support to investors anytime, making their lives much easier.”

The role of any advisor is clear. The biggest challenge of the advisor-led model is that they only have a finite amount of working hours to service their customers. The right technology can help advisors to service their customers better and quicker. Client engagements can be enriched when advisors have the right digital tool to compare portfolios or perform portfolio healthchecks in real time. John adds, “Digital wealth management technology is often assumed to only be for customers, but it can also empower and improve the quality of service provided by advisors”.

Joyce Leung, Assistant General Manager, Personal Digital Banking Product Department, Bank of China shares benefits of digitalisation in tackling client challenges at the Hong Kong FinTech Week 2022
Joyce Leung, Assistant General Manager, Personal Digital Banking Product Department, Bank of China talks benefits of digitalisation in tackling client challenges at Hong Kong FinTech Week 2022.

Hybrid Wealth Management is the Way Forward

There is so much more development in store for the wealth management industry. A common point panellists brought up was integration. A seamless connection between human advice and technology, fluidity of services and offerings between channels, and cross-sector integration. Panellists agree that technology in wealth management is seen and treated as an enabler. A catalyst.

Robo-advisors add value to customers and generate better results at a lower cost. Joyce shares, “With the right know-how, technology can help banks to be the first point of contact for any of our customers’ financial need. We would like to partner companies from different industries and integrate with them so that we can be there for the customer from the very beginning”.

For decades to come, customers will still want a human advisor to service them. John shares, “With technology, we are able to offer a choice to customers on the extent of services they require. From automated portfolio management to personal wealth advisors who are digitally equipped to service you better. Quantifeed is confident that it will help customers reach their financial goals through a hybrid wealth management approach”.

John Robson, Chief Commercial Officer shares Quantifeed’s capabilities in reaching customers financial goals with hybrid wealth management approach at the Hong Kong FinTech Week 2022
John Robson, Chief Commercial Officer shares Quantifeed’s capabilities in reaching customers’ financial goals with a hybrid wealth management approach.

Keen to know more about Quantifeed’s solution for advisors? Click here or get in touch to learn more! For more information on Quantifeed, follow us on LinkedIn. Sign up for our newsletter below to keep up to date with the latest news on digital wealth management in the region.

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    Ross Milward

    Chief Technology Officer &

    Ross Milward leads Quantifeed’s technology and engineering efforts to deliver innovative digital wealth management solutions. Before co-founding Quantifeed, he spent more than 15 years in investment banking, holding senior positions in equity and equity derivatives technology.

    His expertise is in developing and managing large-scale enterprise-level global trading and risk systems. A former managing director, Ross has worked for Bank of America Merrill Lynch and Deutsche Bank. He has held multiple global and regional leadership roles, most recently as head of equities technology in Asia. He has worked in Hong Kong, Sydney and London.

    Ross holds a Bachelor’s degree in Computer Science with Honours and is a Fellow of the Securities Institute of Australia. He likes pushing his limits through long distance triathlon races.

    Kentaro Miki

    Head of Japan Delivery

    Kentaro Miki Heads up the delivery team in Japan to bring Quantifeed’s solution to the local market.

    Kentaro has been working at Technology division at Global Investment Banks such as Goldman Sachs, Citi Group, Lehman Brothers etc. as developer, business analyst and project manager over 20 years.

    His expertise is designing system, business and operational flow with good understanding of financial products from Front to Back.

    He graduated Waseda University in Tokyo, Japan and he likes snowboarding and Brazilian Jiu-Jitsu.

    Sharon Tang

    Sales Director, NA

    Sharon Tang leads sales and business development activities in the North Asia region at Quantifeed. Based in Hong Kong, she works closely with financial institutions across the region to help them develop their digital asset management capabilities. She has over a decade of experience in the finance industry and previously held senior regional sales positions at Osttra (formerly part of IHS Markit) and FIS. 

    Sharon holds a Bachelor’s degree in Business Administration from the University of Science & Technology in Hong Kong and a Master’s degree in Corporate Communications from IE Business School in Spain.

    John Robson

    Chief Commercial Officer

    John Robson drives Quantifeed’s client partnerships. He works with financial institutions to assist them in developing their digital wealth management future. Based in Hong Kong for over 30 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks.

    His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo.

    Audrey Wong

    Chief Operating Officer &
    Chief Financial Officer

    Audrey Wong manages operations and financial affairs to deliver on Quantifeed’s business strategy. Audrey joined Quantifeed from Bank of America Merrill Lynch, where she was COO for the equities division in Asia Pacific. Audrey’s tenure at Merrill Lynch included senior assignments in Toronto and New York, before relocating to Hong Kong in 2006 to take a new role as the Finance Head of Equities Derivatives for APR.

    Her responsibilities expanded to CFO of APAC Equities in 2011 and CFO for APAC Global Markets in 2013. Audrey holds a Bachelor of Business Administration from Brock University of Ontario. She is also a Chartered Professional Accountant of Ontario and Chartered Financial Analyst. Audrey enjoys biking and swimming with her two children.

    Robert Rice

    Chief Sales Officer

    Robert Rice leads Quantifeed’s sales strategy and works with clients to define and deliver digital wealth management solutions. Based in Hong Kong for over 15 years, Robert has held sales leadership roles in APAC and EMEA at London Stock Exchange Group (formerly Refinitiv), Fitch Solutions, OFX and SNL Financial, leading teams servicing wealth managers, asset managers and financial institutions.

    His career is focused on brining innovative platforms, products and solutions to market helping clients meet their objectives. Robert is an appointed Mentor for the Hong Kong Fintech Week advising start-ups and market entrants on various topics and go to market initiatives.

    Conor Doyle

    Head of Pre-Sales

    Conor has over 20 years’ experience working in the Japanese market leading sales and service teams in high-growth financial software vendor organisations. He is bilingual (fluent in Japanese and English), with strong technical and integration experience and a proven track record of meeting targets, overcoming challenges in real time, and delivering tangible results.

    Conor is an expert presenter, negotiator, and business operations manager. He is able to forge strong relationships with both clients and partners and build consensus across multiple organisational levels. Conor has demonstrated capacity for leadership and project management. His previous work experience focuses on leading multinational, cross-functional teams in the provision of leading-edge, highly complex and high-value fintech business solutions. Conor has a Mechanical Engineering degree from University College Dublin.

    Parul Srivastava

    Head of Delivery & Singapore Country Head

    Parul Srivastava leads Quantifeed’s Delivery function. She enables Quantifeed customers to successfully adopt and launch innovative digital wealth management solutions. Parul brings 18 years of strong experience in the financial services industry, her knowledge edges across the delivery lifecycle and wealth domain areas including AML, KYC, client onboarding and Payments. She is experienced in managing complex , high value enterprise level programs with leading Banks like SCB , BNPP, OCBC and Technology Service providers like Cognizant, BAE Systems , Fenergo. She has worked vastly for APAC and EMEA region deliveries primarily based out of Singapore.

    Parul Holds a Master’s in Business Administration in Finance and Accounting and is Certified PMI- Project Management Professional, Scaled Agilist, Scrum Master(CSM) and Product owner (CSPO). Beyond work she is interested in Art and Travel.

    Chetan Shetty

    Head of Product

    Chetan leads Quantifeed’s product management capability and drives the implementation of features in our product that continuously solve digital wealth management problems for our clients.

    Chetan started his career as a software engineer in the aerospace industry working across the entire software development lifecycle. Subsequently he worked in various roles helping large enterprises in Hong Kong solve business problems with process and technology solutions. His experience ranges across aviation, insurance, public sector services and consulting. He has lived and worked across multiple countries and enjoys travelling to new places, tasting new cuisines and occasionally writing his blogs.

    Lars Bischoff

    Head of Core Engineering 

    Lars Bischoff is a lead senior software engineer on Quantifeed’s back-end services, with a focus on trading and external interfaces.

    Before joining Quantifeed, Lars had a number of leadership roles across major investment banks including Deutsche Bank, JP Morgan, UBS, and Citi. These roles included designing and implementing systems for Equities and Equity Derivatives Trading. Lars also held roles as country lead for Equities and Equity Derivatives Technology, as well as global lead for Equity Derivatives Trading.

    As a former Executive Director in Deutsche Bank and JP Morgan, Lars has extensive experience in building local and global development teams. In this capacity, he also defined and realised the technology direction and innovative platforms in the Equity and Equity Derivatives space for these two organisations. Lars holds a Bachelor of Science degree in Computer Science, from Macquarie University, Sydney.

    John Threlfall

    Head of Site Reliability Engineering

    John leads the SRE team in Singapore and is responsible for the overall infrastructure and SDLC of Quantifeed’s technology platform, QEngine. He ensures the design, availability, and reliability meets the requirements of both our internal and external users. He has over 20 years’ experience in the banking industry, with a demonstrated history in transforming back-office technology and developing reliable engineering systems for large financial institutions.

    Prior to joining Quantifeed, John held technical and leadership roles at Bank of America Merrill Lynch and Standard Chartered Bank. He holds a BSc degree in Artificial Intelligence from The University of Manchester in the United Kingdom. John moved to Singapore in 2008 and enjoys travelling with his family, football and scuba diving.

    Joy Sun

    Head of Quantitative Engineering

    Joy steers Quantifeed’s research and development in systematic investment strategies, portfolio construction and trade execution. Prior to joining Quantifeed, she worked as a quantitative analyst in asset management and proprietary trading firms.

    She led development of trading strategies, including design,simulation and risk control, and research in market trend recognition and prediction. Joy earned her PhD in Operations Research from the University of Hong Kong, her MS in Statistics from Nan Kai University and her BS in Computational Mathematics from Dalian University of Technology.

    Michael McDonald

    Head of Web Engineering

    Michael McDonald builds Quantifeed’s online wealth management web application in order to deliver a user-friendly and integrated experience. Michael has over 11 years of experience in web application development.

    As Developer for Crossroads Hong Kong, he and his team set up the infrastructure for its donation and stock management application. As Developer at e-commerce company Synapse Connect in New Zealand, he and his team helped clients build mobile applications like prospersoftware.nz, providing him with a full-stack web development and DevOps skillset, servicing clients and back-office operations.

    Michael holds a Bachelor degree in Electrical and Computing Engineering from University of Canterbury New Zealand. He moved to Hong Kong in 2014 and enjoys the outdoors sports such as hiking and cycling.

    Rachel Liu

    Head of Marketing & Communications

    Rachel Liu leads Quantifeed’s marketing and communications initiatives. She is responsible for creating and accelerating the company’s marketing strategy and brand recognition across the region. Her expertise is in brand management and building global product campaigns. Prior to joining Quantifeed, Rachel built and executed marketing strategies at notable technology companies servicing business and retail sectors across Europe, US and Asia Pacific.

    Rachel holds a MSc in Media and Communications from London School of Economics and Political Sciences and a Bachelor of Fine Arts from New York University. 

    Thomas Barnes

    Head of Application Engineering

    Tom Barnes oversees the Application Engineering team at Quantifeed EMEA. He is responsible for technology and platform architecture across the organisation, optimising the scale and performance at which the platform operates.

    Tom has twenty years of tech experience. In his career to date he has architected, delivered and scaled systems across a range of industries, built on a variety of technology stacks. Immediately prior to joining Quantifeed, Tom was a part of an award-winning startup, designing and delivering location-based services used by police and armed forces across Europe.

    When he’s not studying for his MBA, he can usually be found walking, running or cycling around the forest in Epping, where he lives with his partner and their three children.

    Vincent Emond

    Client Success Lead

    Vincent Emond leads Quantifeed’s client success team, designing compelling business proposition and driving client experience to ensure they achieve their desired outcomes.

    Vincent has 15 years of experience spearheading innovative digital products in banking, insurance, and tech industries. Before joining Quantifeed, Vincent led product development and management for several HSBC digital platforms, including their flagship retail banking app in Hong Kong. He was also AXA’s Head of Digital Centre of Excellence, where he helped launch AXA’s first blockchain-powered insurance product. As a technically proficient digital consultant gifted in interpersonal relationships, one of Vincent’s most valuable skills is in bridging customer needs with complex technological solutions.

    Vincent holds a Bachelor’s degree in Business and Marketing and a Master of Business in E-Commerce. Outside of work, he can be found climbing steep hills on his road bike as he strives towards his goal of breaking local Strava cycling records one segment at a time.

    Deepshikha Chaudhary

    Sales Director, South East Asia

    Deepshikha Chaudhary drives sales initiatives for Quantifeed Singapore. She is responsible for building and growing the company’s presence in Southeast Asia. Prior to Quantifeed, Deepshikha worked with various financial technology providers leading business expansion in the region. She also has hands-on experience in the product development of a cloud-based trading and execution platform for Asia and Europe. Deepshikha has over a decade of experience in the finance industry.

    Deepshikha holds a Bachelor of Technology in Computer Science and a Masters of Business Administration in Finance from Singapore Management University. To get her going, she likes to run, practice yoga and go surfing.

    Ross Milward


    Ross Milwardは、革新的なデジタル資産管理ソリューションを提供するQuantifeedのテクノロジーとエンジニアリングを主導しています。Quantifeedを共同設立する以前は、15年以上投資銀行業務に従事し、株式および株式デリバティブ技術の上級職を歴任してきました。



    Alex Ypsilanti


    Alex Ypsilantiはデジタル資産管理の課題を解決するQuantifeedのミッションをCEOとして担っています。







    Conor Doyle


    Conor は、急成長している金融ソフトウェア ベンダー組織の日本市場をリードする販売およびサービス チームで 20 年以上の経験を持っています。彼はバイリンガル (日本語と英語に堪能) であり、強力な技術と統合の経験があり、目標を達成し、リアルタイムで課題を克服し、具体的な結果をもたらした実績があります。 Conor は、専門のプレゼンター、交渉担当者、およびビジネス オペレーション マネージャーです。彼はクライアントとパートナーの両方と強力な関係を築き、複数の組織レベルでコンセンサスを構築することができます。 
    Conor は、リーダーシップとプロジェクト管理の能力を実証してきました。彼の以前の職務経験は、最先端の非常に複雑で価値の高いフィンテック ビジネス ソリューションの提供において、多国籍のクロスファンクショナル チームを率いることに重点を置いていました。コナーはユニバーシティ カレッジ ダブリンで機械工学の学位を取得しています。

    Geoff Langham

    Head of EMEA

    Geoff Langham manages the Quantifeed EMEA team based in London and co-founder of Alpima. He is responsible for implementing the company’s infrastructure and its strategic direction. He has worked closely with all teams to successfully deliver solutions to its global clients and partners.

    A twenty seven year veteran in the Finance industry, Geoff brings a wealth of experience from a trading and management perspective. Raised and educated in Canada at Queen’s University, he relocated to London to complete his MSc in Financial Economics.  He began his career at JP Morgan trading FX/Rates following onto Morgan Stanley on the buy and sell sides as an equity trader.  For the past 15 years, Geoff has held Board positions and COO roles at several fast growing financial companies.

    In his spare time Geoff is a keen tennis player, powder skier, aspring chef and father to his three daughters.

    Karen Tierney

    Head of Product, EMEA

    Karen Tierney leads Quantifeed EMEA’s product team. She works closely with all teams across the organisation to evolve the product offering. She is responsible for ensuring the platform-wide strategy is aligned to customer’s needs, and our product build is prioritised, planned and executed effectively.

    Trained as an Operations Research and Statistics Engineer with a Masters in Management, Karen brings a wealth of experience in product and programme management having delivered multifaceted client, regulatory and technology change projects. She joined Quantifeed from DWS and previously worked at RBS, Barclays, Deloitte and The National Bank of New Zealand.

    Originally from New Zealand, Karen loves the great outdoors and is a keen swimmer. She lives in London with her husband and 3 young children.

    Ananth Prabhu

    Head of Client Success, EMEA

    Ananth leads the Client Success team at Quantifeed EMEA. Ananth has a wealth of experience in finance and operations with a track-record of building and managing successful client facing teams in global organisations. His team is responsible for onboarding and closely supporting Quantifeed’s portfolio of clients. He leads various aspects of client relationships as well as client training, product adoption and retention.

    Prior to Quantifeed, Ananth worked at Morgan Stanley and was principally responsible for building and scaling the sales-trading desk for structured products across Morgan Stanley’s clients base in EMEA.

    His time outside of work is mainly spent with his wife and two young children. He is passionate about travel, cuisine, sport, in particular football and scuba diving.

    Dorothée Servant

    Head of Pre-sales, EMEA

    Dorothée Servant leads as Head of Presales at Quantifeed EMEA. She works closely with the product and engineering teams as well as on the client side to ensure the smooth delivery of high-quality client solutions. Her team is responsible for managing the complete life cycle from the initial specification phase to the final delivery, including the planning, execution, and testing phases.

    Before joining Quantifeed, Dorothée worked as project owner at THALES, a French multinational company, interacting with all the Business Units in Europe. She holds an MBA from IESE Business School, and a master’s degree in civil engineering from l’Ecole Nationale Supérieure des Mines de Nancy.

    Originally from France, born in Spain and growing up in South America, Dorothée enjoys travelling and discovering new parts of the world.

    Claire Percy

    Head of Finance, EMEA

    Claire Percy heads up the EMEA finance function overseeing financial processes and reporting. She works closely with the wider team to ensure day-to-day business efficiencies.

    Working across a variety of different industries including management consultancy, outsourcing, manufacturing, digital media, Claire has gained valuable commercial and operational experience to deliver high quality reporting and analysis to aid better information and decision making.

    In her free time, Claire balances the chaos of family life with her love of outdoor adventuring; running, hiking and wild-water swimming.

    Alastair Smith

    Head of Quantitative Solutions

    Alastair Smith spearheads Quantifeed EMEA’s Quantitative Solutions team. Alastair and his team’s extensive knowledge of quant finance and trading strategies allows Quantifeed to develop cutting edge investment products to effectively serve its growing portfolio of global clients and partners.

    Prior to joining Quantifeed, Alastair worked as an academic at Cambridge University, where he researched moment problems and stochastic solutions to integro-partial differential equations in very large numbers of dimensions.  He holds a doctorate in stochastic modelling and a degree in mathematics both from the University of Cambridge.

    Outside of work, Alastair has keen interests in travel, rowing, cycling, chess and cryptoassets. ‍

    Alex Ypsilanti

    Chief Executive Officer &

    Alex Ypsilanti spearheads Quantifeed’s mission to solve the challenges of digital wealth management.

    Before co-founding Quantifeed, he spent fifteen years as an investment banking research analyst. His work enabled investors to improve their risk-adjusted returns and to gain access to a wider range of market strategies and risk premia. Alex, a top ranked analyst by Institutional Investor, had a leading role in the growth of the European ETF market, hedge fund replication and the use of volatility products in portfolios.

    A former managing director for Morgan Stanley and Bank of America Merrill Lynch, Alex has built and led teams of derivatives and quantitative strategists in London, Tokyo and Hong Kong.

    Alex holds Bachelors and Masters degrees in Information Systems Engineering and a PhD in Mathematical Finance from Imperial College, University of London.