With the strength, confidence and reliability that characterizes the Ox, we are forging ahead with some digital wealth propositions in this Lunar New Year. We are excited to share with you some of this work.

An Ox-traordinary 2021

The emergence of an Internet of Finance has started to bring changes to the financial sector. Much of the change we see in the financial sector comes in response to customer expectations. Check out how Ross Milward, our Chief Technology Officer and Co-Founder, thinks of this innovation in the traditionally conservative finance sector. 

Shaping The Internet of Finance

Wealthcare, the financial wellness of an individual, has emerged as a top life planning priority for the majority of Hongkongers. Quantifeed’s newly published report, The “State of Wealthcare – Disconnects Between Hongkongers’ Desire and Action”, reveals that Hongkongers are taking wealth management more seriously than ever before, and are looking for emerging technologies to fulfill their needs.

State of Wealthcare Report

Let’s face it: most people find wealth management mysterious, tedious and something best done some other day. So a key factor in making a robo platform successful is getting the customer experience right.

Seven Lessons After Seven Years of Building Robos in Asia

John Robson, our Chief Commercial Officer, was featured in What the Fintech, a creative fintech content platform. Tune in and listen to John's insights on digital wealth management trends in Asia and how we are empowering our clients.

 Feature Interview with What the Fintech

Graeme Brant, our Senior Executive, Strategic Partnerships, talks about the trend of digital wealth management with Shed Connect. Graeme argues that it is a question of when, not if, robo-advice will be widely accepted by mainstream investors

Feature Podcast on Shed Connect

There is probably no better time to talk about environmental, social, and governance (ESG) investing than now. The coronavirus pandemic has completely changed people’s daily lives and disrupted the financial market. Yet amid the stock market turmoil, shares of companies focused on climate change or ESG issues outperformed as the virus spreads. According to a report by HSBC Research , the climate-focused stocks in Asia-Pacific outperformed that region’s index by 13.6 per cent since 10 December and 5.6 per cent since 24 February.

Of Green Swans And Outperformance With A Purpose

To mark International Women’s Day, we spoke with Audrey Wong, Chief Financial Officer and Chief Operating Officer of digital wealth management solutions provider Quantifeed, about workplace diversity and the status of women in the fintech industry.

Celebrating Diversity: Welcoming Women into the Fintech Workplace

Battle royale game Fortnite has become a phenomenon. The video game played by roughly 250 million players worldwide has generated billions of dollars and an obsession for gamers of all ages. But the real headline at the end of July 2019, was Bugha, a 16-year old American boy who took home the grand prize of US$3 million during Fortnite’s World Cup finals at the Arthur Ashe Stadium in Flushing, New York.

How to retire at the age 16

Banks in Asia, and around the globe, face a challenge. More and more customers from their large and growing retail customer base are digitally active, and they want personalized investment solutions available anytime and anywhere.

Think Big, Start Small, Learn Fast

How many times have you heard this from your development teams? Modern systems are increasingly complex and often suffer from the butterfly effect of small changes. All too often the approach to testing is still highly manual and hasn’t kept pace with that complexity.

“That shouldn’t have happened”

Thematic investing has been steadily gaining in popularity over the past years, helped by ETFs that provide readily available exposure to niche sectors from Cyber-Security to Medical Devices. Thanks to these ready-made portfolios, investors get to access a theme without the burden of stock selection.

Smarter than FANG

Conventional financial advice often draws a distinction between growth and income portfolios. This article argues that a portfolio of growth stocks can be a good strategy to generate income, especially in times of rising interest rates.

Rising Interest Rates : Creating Growth-powered Income

We are about to witness the creation of two pieces of regulation that provide a catalyst for much improved banking services for consumers. In the short term, its impact will arguably be larger than the much talked-about block-chain and AI revolution. We are talking about Hong Kong’s policy frameworks for digital open banking and online financial advice. Open banking (https://openbankproject.com) is a global regulatory trend. While the UK and the EU are leading the way with legislation, many South-East Asian markets are following suit. Similarly, the popularity and widespread availability of digital advisory platforms has prompted many regulators to define and clarify the rules in this new space.

Open Banking is coming to Hong Kong

No pain, no gain. Everyone knows that to become fitter and leaner, there is no way around a stringent exercise regime which will cost time, sweat, and yes, pain. However, the dictum does not apply to financial fitness. What seems impossible in the gym might be achievable for our financial health. Setting our saving targets to auto-pilot saves time and effort, and leaves us with more time to spend elsewhere, such as the gym. Here’s what to look out for when deciding to use the set-and-forget method of investment saving.

Achieve Financial Fitness through a Regular Savings Plan

As the first wave of so-called robo-advisor implementations in Asia has passed, many institutions that have turned on an automated investment advice ask themselves “And now what?”. Could it be that digital wealth management is a solution without a problem?

My Financial Advisor is a Robot, So What?

It’s 2017. Your car can drive itself, groceries are delivered to your doorstep and that pesky document in Mandarin? It’s translated into English in seconds. Yet online banking – or even worse – actually walking into a retail bank branch remains an excruciating, mind-numbingly bureaucratic procedure in this era of speed and efficiency. As one financial services CEO said to me: “If I never have to walk into my bank again, I would be a much happier woman for it.”

Welcome to the Age of Wealthcare

Roughly 1000 years ago, traders from east and west exchanged goods along a centuries old network of routes ranging from eastern China all the way to Western Europe. They traded silk, porcelain, and spices in exchange for wool, gold, and silver. And more than merchandise travelled along the networks. The constant movement and mixing of populations brought about the transmission of knowledge, technology, cultures and religions. There were many established routes and methods of transportation; camels plodding through the desert and ships navigating along the coast. Today, we refer to this trade network as the ancient Silk Road.

Belt and Road – an Investment Theme of Global Relevance

Fear of Missing Out, aka FOMO, is a constant in life for millennials. Several social media platforms provide a steady stream of proof that other people are *out there*, doing fun things that they’re not. But does this apply to investing? Do millennials feel like they are not being serviced according to their needs and preferences? For what we know, this seems to be the case.

An opportunity for wealth managers to better service millennials

Digital wealth management can mean many things. Over the past years several companies, sometimes referred to as robo-advisors, have emerged, each presenting their own version of digital wealth management. “Securities brokers, wealth managers, banks, insurance companies – each type of financial institution has their own set of ideas and their own set of challenges”, says John Robson, Quantifeed’s Chief Commercial Officer. He continues, “The common thread that ties all these organizations together however is that they want to go from selling products to solving their clients’ financial problems”. Products don’t necessarily get clients to where they want to be and fail to build any lasting trust or loyalty between the organisation and the client.

A Digital Wealth Management Journey: Automation, Deployment, Engagement

At the beginning of April 2017, the electric car manufacturer Tesla (TSLA) first overtook Ford (F), and a few days later GM (GM), to become the largest US car manufacturer in terms of market capitalisation. This is astonishing, given Tesla’s relatively small production of only 77,000 cars in 2016 vs. 10 million for GM. The market perceives Tesla not as a normal car manufacturer, it is a symbol of new automotive technology – a technology which culminates in the self-driving car. It has proven a disruptor to the car industry as consumers and investors alike are fascinated by its product. So far, the company has served the luxury segment, but recently announced plans to enter the truck segment and the mass market. Tesla is launching its mass-market Model 3 sedan in the second half of 2017 and intends to quickly ramp up its production capability to reach a target of 500,000 cars per year in 2018.

From Detroit to Silicon Valley: The Road to Self-Driving Cars

Today some of the investment strategies which are most in-demand by investors throughout Asia-Pacific have a thematic approach at their core. Thematic portfolios offer exposure to certain economic, social or technology trends, such as the increasing pressure on potable water supplies, the surging use of robots or the rise of social media.

Riding the Wave: How Robo-advice Provides Access to Global Investment Trends and Themes

Since the Fintech industry started to take off a couple of years ago, there’s been a lot of discussion about how disruptive these new types of businesses are. Headlines have been filled with this idea of a new generation of companies that are defying the status quo and reshaping financial services. But while the innovation that Fintech companies bring to the industry is very real, these companies are much less disruptive than what you’ve been told.

Robo-advice is Less Disruptive than You’ve Been Told

When cooking a meal, great importance is placed on the right ingredients. It’s not much different with index construction. Here too, the right stocks make the difference. At Quantifeed, we are transparent about our index design. In this article, we discuss some of our recipes.

The Proof is in the Pudding – Baking Thematic Indices

I always found jogging dull. But a little app on my phone has changed that. It is called “Zombies, run!” and simulates a pack of hungry zombies chasing me during my run through the deep dark forest. The app creates a whole new experience: I find jogging much more engaging – and I also run a bit faster.

A Digital Roadmap to Reaching Life Goals

Einstein dies and goes to heaven only to be informed that his room is not yet ready. “I hope you will not mind waiting in a dormitory and you will have to share the room with others” he is told by the doorman. “See, here is your first roommate. He has an IQ of 180!” – “Why that’s wonderful!”, says Albert. “We can discuss relativity theory!” “And here is your second roommate. His IQ is 120!” – “Why that’s wonderful!”, says Albert. “We can play Go!” “And here is your third roommate. His IQ is 80!” – “Why that’s wonderful!”, says Albert. “Say, where do you think the market is headed?”

Robo-advisors: Disciplined but Not Intelligent (Just Yet)

Now and then a paradigm shift occurs that can totally change the landscape of an entire industry.

Asia’s Great Leap – Finance for the Masses

Costless, secure and instantaneous financial transactions. That’s the future. Seems too good to be true but that’s exactly what blockchain technology will herald for the financial services industry.

Wealth Management’s Big Bang – Winners, Losers and the Future of Banks in the Blockchain Age

Automated investment services, aka robo-advisors, seemed like a distant destination just a little while ago. Yet financial institutions globally, and no less in Asia, are travelling that road faster than any of us might have expected

3 Reasons Why the Robo-advice Marathon Has Become a Sprint.

Want to know what it is like to work at Quantifeed? 

Our career site is LIVE!

It's an honour to be nominated for the Metro Finance Impetus Award in the wealth management category. Thank you to our clients, partners and investors for your continuous support!

It's an honour to be nominated for the Metro Finance Impetus Award in the wealth management category

Quantifeed is delighted to be named as "Outstanding B2B Robo-advice Platform 2020" at the ET Net Fintech Awards for the second year in a row.

"Outstanding B2B Robo-advice Platform 2020" at the ET Net Fintech Awards.

HONG KONG digital wealth management solutions provider Quantifeed has raised an undisclosed amount of funding from its Series B+ round led by global asset manager Franklin Templeton.The funding will enable the startup to continue its growth in existing markets: Australia, Hong Kong, Japan, Singapore, Taiwan and Thailand, as well as accelerate its expansion into new markets including China's Greater Bay Area and Malaysia, it said on Thursday.

Quantifeed completes Series B+ funding round led by Franklin Templeton

Navigating their way through a pandemic both personally and on behalf of clients, has served to further increase the burden on an already stretched financial advice industry. It’s hard to blame the thousands of advisers choosing to exit and seek careers elsewhere when you combine the increasing compliance requirements and nuances of the Royal Commission report. Despite the mass exodus, the advice industry is actually becoming more competitive, rather than less, but not in the way most would think.

Post-pandemic, the only way is robo for advisers

“We are excited to welcome Conor Doyle as our Chief Sales Officer to the Quantifeed family. In this newly created role, Conor will lead our sales team in bringing Quantifeed’s solutions to address our clients’ pain points. Conor’s strong consultative and tech sales experience in financial services will enable us to service the increasing number of institutions that are transforming themselves into wealthcare providers and digital leaders.”

Senior management appointment – Chief Sales Officer

Our new corporate website is LIVE! Quantifeed enables financial institutions to serve the wealth management needs of all customers. We strive to deliver better financial futures for everyone. A future where financial management is effortless – where savings and investments are automated, optimised and personalised to the customer’s unique preferences and behaviour. Check out our new website to find out more.

Our Corporate Website Is LIVE!

We are a team of innovators, problem solves, and we pride ourselves on being the wealthcare experts. We solve some of the most interesting challenges in the wealth management and technology space with a mission – to help everyone live better lives, financially. Meet the team behind Quantifeed.

Meet Our Team

Three years in a row! We are thrilled to be named Best Robo-Advisor Solution in the Asian Private Banker Technology Awards for a third consecutive year. Furthermore,we have been honoured with the title of Most Promising Fintech Startup 2019. In the past three years, we’ve seen disruptive technologies and evolving consumer needs reshaping the wealth management industry. 

Quantifeed Wins 2019 Asian Private Banker Technology Awards

Last Friday, Quantifeed was named ‘Fintech of the Year 2019’ and ‘Outstanding B2B Robo-advice Platform’ by ETnet, one of Hong Kong’s most influential and reputable media outlets owned by Hong Kong Economic Times media group.

 Quantifeed Wins Fintech of the Year 2019 & Outstanding B2B Robo-advice Platform

It’s been a BIG YEAR, and a year of many ‘FIRSTS’ for Quantifeed. We expanded our footprint in Asia, adding more WealthCareExperts to enable financial institutions to become digital leaders; we delivered many ‘firsts’ working with our clients across the region to digitise and democratise wealth management.

Quantifeed Top 5 Moments

Hong Kong, 28 November 2019 – Quantifeed, Asia’s leading provider of digital wealth management solutions, has co-developed a new robo-investment service, Robo 360, with China CITIC Bank International (“CNCBI”). The launch of Robo 360 makes CNCBI the first bank in Hong Kong to offer robo-investment advisory service to customers.

Quantifeed co-develops robo-investment service with China CITIC Bank International

[11月11日、東京] デジタル・ウェルスマネジメント・ソリューションを提供するクオンティフィード（本社：香港、代表取締役：アレックス・イプシランティ）は、「国際金融都市・東京」構想の一つである「金融系外国企業発掘・誘致事業」の企業企業として選定されたと発表しました。「金融系外国企業発掘・誘致事業」は、資産運用業及びフィンテック系の外国企業を2017年度から2020年度までの４年間で50社誘致することを目的とする東京都の事業です。

環してクオンティフィードが日本市場参入

Tokyo, 12 November 2019 – Quantifeed, a leading provider of digital wealth management solutions, today announced that it has been invited to enter the Japanese market as part of the Tokyo Metropolitan Government’s ‘Global Financial City: Tokyo’ Vision, which aims to make Tokyo an unrivalled global financial center. Headquartered in Hong Kong, Quantifeed is one of 50 foreign asset management and FinTech firms selected to participate in the scheme over the four years from FY2017 through FY2020.

Quantifeed enters the Japanese market as part of the ‘Global Financial City: Tokyo’ Vision

SINGAPORE, 13 November 2019 – Saxo Markets, a Fintech Specialist with multi-asset trading and investment platforms, and Quantifeed, Asia’s leading digital wealth management solutions provider, have signed a Memorandum of Understanding (MoU) to build a joint solution that will enable advisers to reinvent their businesses and scale quickly in a challenging environment.

Saxo Markets and Quantifeed announce joint solution to enable financial advisers to scale quickly

Quantifeed has partnered with Everbright Sun Hung Kai’s online investment service platform, EBSHK Direct, to launch a robo-advisor in Hong Kong that gives retail investors access to tailored thematic strategies.
The EBSHK Direct AI-Portfolio Investing platform uses smart analytics, algorithms and quantitative research to create portfolios for clients from a combination of Hong Kong stocks and exchange-traded funds.

Quantifeed launches HK robo with Everbright Sun Hung Kai – Ignites Asia

Hong Kong, October 23, 2019 – Quantifeed, Asia’s leading provider of digital wealth management solutions, has partnered with Everbright Sun Hung Kai Company Limited (“Everbright Sun Hung Kai”) to launch a robo-investment solution. The new platform, called EBSHK Direct AI-Portfolio Investing, enables retail investors in Hong Kong to easily access a diverse set of portfolios of Hong Kong stocks and exchange-traded funds (ETFs). Such portfolios are typically only available through financial advisors. The launch of EBSHK Direct AI-Portfolio Investing marks another milestone in bringing wealth management to retail investors in Hong Kong.

Quantifeed partners with Everbright Sun Hung Kai to launch robo-investment solution in Hong Kong

Increasing sophistication amongst wealth management clients and a growing need for scalable solutions has led to the emergence of robo-advisors. This is particularly true in Asia where investors tend to be hands-on and a major wealth transferal is expected to pave the way for a more tech-savvy generation. But client demand is accompanied by stricter calls by the region’s regulators for more suitability checks and comprehensive due diligence, requiring robo-advisory firms to not only provide sound investment advice but also adapt to compliance laws across jurisdictions.

Quantifeed named Best Robo Advisor Solution at Asian Private Banker Technology Awards for Two Years

Sydney, 25/02/2019: Quantifeed, Asia Pacific’s leading provider of digital wealth management solutions, has opened an office in Australia to strengthen its strategic relationships as demand for B2B digital advice solutions grows.

Quantifeed opens office in Australia to meet growing demand for digital wealth advice

Singapore, 31 July 2018: Quantifeed, Asia’s leading B2B robo-advice provider, today announced its Singapore office launch and the appointment of three key executives. These initiatives will support the company’s growth in South East Asia.

Quantifeed expands into South East Asia in Singapore

Hong Kong, pegged as the most free economy in the world, has seen a consistent growth in fintech companies. It remains to be one of the best markets for the industry within Asia at par with Singapore and India.

Quantifeed’s COO Audrey Wong named Top50 Fintech Influencers in Hong Kong

Hong Kong, June 20, 2018 /PR Newswire/ — Quantifeed, Asia’s leading B2B robo-advice provider, today closed US$10 million in a Series B funding round. The investment is led by Cathay Financial Holdings (TWSE: 2882), Taiwan’s largest financial holding company, with participation from Legg Mason Inc (NYSE: LM), the US-based global asset manager.

Quantifeed raises US$10 million Series B Funding from Cathay Financial Holdings and Legg Mason

Hong Kong: Quantifeed, Asia-Pacific’s leading provider of B2B digital wealth management solutions, has been named Best Robo Advisor Solution by the prestigious magazine Asian Private Banker at its 2017 Technology Awards.

Quantifeed named Best Robo Advisor Solution at Asian Private Banker Technology Awards

Leading provider of B2B digital wealth management solutions in Asia Pacific, Quantifeed, today launched a model portfolio to capture the opportunities of the growing global industry of self-driving cars.

Quantifeed launches self-driving cars model portfolio for digital wealth managers

Speaking at Hubbis’ Digital Wealth event in Singapore in June – John Robson of Quantifeed discusses how to fit a new technology initiative into the people, processes and systems of existing businesses.

 CCO John Robson speaking at Hubbis Digital Wealth Asia 2017 in Singapore

Quantifeed, a leading provider of digital wealth management solutions in Asia Pacific, today announced the appointment of Audrey Wong in the combined role of Chief Operating Officer and Chief Financial Officer, alongside several other key senior hires in Hong Kong and Australia. The Hong Kong based company is moving ahead with regional expansion after announcing successful completion of a US$4.5 million Series A round in July.

Quantifeed makes key hires from leading banks as expansion in Asia Pacific continues

Quantifeed recently graduated from the OCBC Open Vault Fintech Accelerator programme, which took place between May and August in Singapore. Eight companies from across the globe were chosen from over two hundred applicants, with the purpose of helping entrepreneurs build promising Fintech companies.

OCBC Open Vault Accelerator culminates in successful demo day

Quantifeed, a leader in digital wealth management solutions in Asia, has reached a significant milestone by closing US$4.5 million in a Series A financing round. Shanghai-based PGA Venture Partners led the investment. The funds will enable Quantifeed to accelerate expansion in key markets in the Asia Pacific region, including China.

Quantifeed raises US$4.5 million in Series A funding

Quantifeed is recognized among the top 20 innovative start-ups in Hong Kong by FinTechCity. The list features start-ups with the potential to become game-changers as well as high-growth enterprises with competitive staying power. It was included in FinTechCity’s FinTech50 2016 report. It is the second time the list has been released in the report and was published to coincide with FinTechCity’s Money 20/20 event taking place in Copenhagen.

Quantifeed chosen as one of the Top 20 innovative start-ups in Hong Kong

Quantifeed is a semi-finalist in the highly-competitive Innotribe Startup Challenge. Launched by SWIFT in 2011, the Innotribe Startup Challenge hand-picks the most impressive fintech startups globally and makes introductions to banks and VCs during four regional showcases. Quantifeed will showcase their product in front of an audience in Singapore on May 28th, which will ultimately vote for the top 5 companies of their choice at the end of each showcase. The 20 companies selected globally in total will automatically secure their place as finalists in the Innotribe Startup Challenge Grand Finale. This year the event will take place in Singapore on October 14 2015.

Quantifeed selected as semi-finalist in Innotribe Startup Challenge

Out of a total of 92 applications, Quantifeed was fortunate to be the final winner (Diamond Award) for the Microsoft Stream of My Favourite Cloud Product (MFP) competition.

Diamond Award for My Favourite Cloud Product goes to Quantifeed

Quantifeed is now a member of the Cyberport Incubation Programme.

Quantifeed wins Hong Kong Cyberport Incubation Programme

In 1943, the president of IBM, Tom Watson, famously remarked that he saw a worldwide market for “maybe five computers”.

Internet of finance to disrupt 2021 with new business models

The Phatra Mandate Service platform has been designed to provide clients access to global markets through diversified investments beyond Thailand.

Hong Kong robo-advisor partners in Thailand for discretionary launch

Hong Kong investors show a growing preference for trusted and personalised wealth management solutions amid the pandemic, according to a new report released by Quantifeed, a provider of digital wealth management solutions.

Hong Kongers’ Want Personalised Wealth Management Says Quantifeed Report

When Hubbis last met up with Adam Reynolds, Asia Pacific CEO of Saxo Markets, early in 2020, it was not long after he had hooked a marlin off the coast of Malaysia, an adventure that had left him beaming with elation. But our most recent ‘meeting’ in late May was conducted during the entirely different environment of lockdown, when Reynolds could only dream of his next outbound adventures and was not only handling the strains of managing Saxo remotely, but was altogether more contemplative. Yet to be pensive in today’s situation is a very valid approach; isolated from normal business and social life, Reynolds has been imagining the future, extrapolating different global economic and financial outcomes, and then imagining how investors in Asia will have to adapt their portfolios. As such, he has been addressing the very personal issues that face people in the months and years ahead, as well as working to further enhance Saxo’s relevance to the wealth management industry of today and tomorrow.

Saxo Markets’ Adam Reynolds on Re-Imagining and Future-Proofing Asia’s Investment Portfolios

In a contributed article written by Graeme Brant, our Senior Executive, Strategic Partnerships, shared his insights on how financial institutions can take advantage of digital wealth management platform to engage their retail investors in the post Covid-19 era.

How financial institutions could connect with customers in crisis

Robo advice, which started out as a service to help people meet their financial goals through investment in portfolios of ETFs, has expanded in a number of directions over the past couple of years, as wealth companies find new uses for digital wealth services.

Robo evolves to meet changing needs

With technology increasingly becoming a fixture in our everyday lives, traditional institutions across several industries are feeling the heat of competition as nimbler players look to disrupt their customary revenue streams.

The US$72 billion digital bet

Adam Reynolds recently hooked a marlin when on one of his regular fishing expeditions off the coast of Malaysia. In his role as Asia Pacific CEO at Saxo Markets, based in Singapore, he has also been helping the firm catch more and more big-name clients, along with a rising number of smaller wealth management firms. He met with Hubbis recently to expound his vision for the world of wealth management in Asia, and to elaborate on how Saxo has positioned itself to be at the cutting edge of wealth management disruption and transformation in the decade ahead. ​​​​​​​

Hubbis    Saxo: Winning New Partners and Clients with its Vision, Drive and Compelling Proposition

The fintech arm of gaming company Razer has applied for a virtual banking licence from the Monetary Authority of Singapore, with the aim of creating a full-scale digital bank targeting the millennial market. Razer says it planning to is planning to extend its existing fintech offerings in mobile payments to the digital banking market by building the world’s first 'Global Youth Bank'. The firm has teamed up with an array of homegrown and Asian companies to funds the project, including Sheng Siong Holdings; FWD; Linksure Global; Insignia Ventures Partners; and Carro. Under the agreements, Razer Fintech would retain a 60% stake in the new bank. Technology and service partners include Justco, Quantifeed, Saxo Markets, Real Vision, SkyScanner, SoCash, Turnkey Lender, V-Key, and Visa. Razer is the second non-bank to appply for one of five digital banking licences from Singapore's central bank, following a joint application from ride-hailing firm Grab and teclco SingTel. Chinese behemoth Ant Financial today has also filed an application for a wholesale licence to service its corporate clients. Shares in Razer - which has been building up its financial technology assets over the past year through its existing digital payments networks Razer Merchant Services and e-wallet service Razer Pay - soared on the news, gaining as much as 13.4% on the day as investors warmed to an offering designed to appeal to the company's young base of 70 million users.

Gaming group Razer applies for virtual banking licence; Ant Financial enters the fray

A few years ago, banks and other financial institutions were focused on grand ambitions of leveraging pioneering technology to revolutionise their offerings. Today, however, companies are realising that they need to align their digitalisation efforts with the changing expectations of their customers in order to protect their business and achieve growth.

Asset managers must take agile approach to digitalisation – Ignites Asia

U.S.-based Legg Mason and Taipei-based Cathay Financial Holdings have teamed up to launch theme-based investment solutions to Taiwanese investors via Cathay United Bank’s robo-advisory platform.

Legg Mason, Cathay to launch thematic portfolios via robo – Ignites Asia

What is ROBO advice? How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ?

White label Robo Advice solutions: what, why and how ? – New Investor by Shed Connect

Less people in Australia are likely to get financial advice in the wake of the financial services royal commission – the inevitable consequence of implementing the final report’s wide-ranging recommendations.

Help wanted, advice needed – Independent Financial Advisor

Hong Kong-headquartered robo-advice systems provider, Quantifeed, is sounding out the NZ market after opening an Australian office this February.

Asian robo-advice firm looks to NZ – Investment News

Southeast Asia is in the midst of change, with banks in the region seizing upon the opportunity to roll out new wealth management services to the growing mass affluent population. Changing demographics and income growth are increasing the number of people entering the middle class, with rapid urbanization set to double the region’s “consuming class” to 163 million households between 2017 and 2030 and with per-capita GDP to rise almost threefold to more than US$9,000 in the same period.

Southeast Asia banks picking up pace on robo-wealth management services – The Asset

Shadab Taiyabi, Senior Executive -Strategic Partnerships at Quantifeed, gave a presentation at the Hubbis Thailand Wealth Management Forum to explain how Quantifeed can help financial institutions scale using digital automation. This is especially important in Asia, where middle-class wealth is rising rapidly and where competition is intense for the mass-affluent market’s attention.

Building Scale in the Wealth Management Offering with the Help of Seamless Digital Automation – Hubbis

Australia’s financial services royal commission will usher in many far-reaching changes to the advice industry; fee structures, compliance and the nature of advice will all be affected by a tougher regulatory regime.
Certainly, the cost of financial advice is likely to increase substantially as the industry becomes more professional and advice more strategic. In this business climate, robo advice has an opportunity to grow its market share.
Banks can be an integral part of the evolution of robo advice; it doesn’t threaten their traditional structures. Technology is a positive disruptor in the finance and banking sector and leveraging the benefits it offers — lower costs for higher functions — is a strategic direction that banks are well positioned to take.

Banks can play an integral role in the evolution of robo advice – Fintech Business

BNP Paribas Asset Management is testing out its robo-advisory platform in Indonesia, with plans to roll out the service in other Asian markets this year.

BNPP AM tests robo-advisor for Asia launch – Ignites Asia

In a bid to convince customers to overcome their inertia for investing, DBS has launched a platform that combines robo-investment and the expertise of portfolio managers.

DBS launches robo-investment platform to woo non-investors – The Business Times

A provider of automated investment solutions is opening an Australian office to meet the growing demand for digital financial advice.

Digital advice platform opens Sydney office – Financial Standard

In light of ageing populations, retirement income strategies for Asia’s wealthy are becoming increasingly vital and could benefit from robo-advisory capabilities, John Robson, Quantifeed’s chief commercial officer, told Asian Private Banker.

Asian Private Banker – Retirement income strategies could benefit from robo advice: Quantifeed

Following the official launch of Cathay United Bank’s robo platform, major media outlets in Taiwan picked up the news. Quantifeed was mentioned as the financial technology firm that Cathay United Bank is partnering with to build the platform. It is reported that the platform is built with technology, big data and algorithm to effectively avoid the blind spots of the market and investment, and help the investors to achieve their long term investment goals progressively.

Cathay United Bank Official Launched its Digital Wealth Management Platform

Legg Mason Global Asset Management has diversified its business with an entry in Asia and Australia to the digital advice market through the purchase of a minority interest in Hong Kong-based technology provider Quantifeed.

Investor Strategy News – Legg Mason buys into digital advice business

SINGAPORE – Hong Kong-based robo-advice provider, Quantifeed has raised US$10 million (S$13.6 million) of Series B funding to open a Singapore office and boost its research and development efforts.

The Strait Times – Robo-advice provider Quantifeed raises US$10m Series B funding; to open Singapore office

While some industry participants say Hong Kong’s first guidelines for online fund distribution provide clarity that may drive more investors to digital platforms, others believe further steps must be taken to spur growth.

HK’s new robo rules elicit mixed responses – Ignites Asia

The word ‘disrupt’ is most commonly associated with digital technologies. Yet a digital ecosystem of additional services may have the potential to do the opposite for general insurers and ‘open up’ new opportunities.

Ever thought about moving into digital wealth management? – Insurance News

Hong Kong-based wealth technology company Quantifeed will expand to Singapore this quarter, Citywire Asia can reveal.

Exclusive: HK wealth tech firm headed to Singapore – Citywire

Could “open banking” soon become a global phenomenon? It is a question banks and tech companies are asking as the UK kicks off its open banking programme as part of a Europe-wide reform and Hong Kong begins exploring the idea.

Financial Times – Open banking reform reaches Hong Kong

Cathay Financial Holdings announced today that the investment research team, product team, Cathay United Trust and Conning Asset Management, will partner up with Quantifeed, a Hong Kong start-up, to design the algorithm and investment platform that is most suitable for the market needs. It is expected that the product will be officially launched in March 2018 and the minimum investment amount is 5,000.

Economic Daily News: Cathay Financial Holdings Announces Automated Investment Platform to be Launched in March

Doubts about fintech are gradually giving way to a broader acceptance in the wealth management space. Quantifeed is racing to capitalise on this by helping institutions deliver a richer and more relevant experience for clients and advisors alike, says John Robson

Riding the robo wave to its next stage

Quantifeed is thrilled to be named as one of the 10 fast growing fintechs in Hong Kong by IDC Financial Insights as part of the broader FinTech 101 list for Asia/Pacific. “IDC’s FinTech Fast 101” refers to the fast-growing fintech players in Asia/Pacific based on extensive on-ground analysis of the dominant fintech players within the region.

Quantifeed named as one of the 10 fast growing fintechs in Hong Kong

Five years ago, Alex Ypsilanti wanted to take on a new set of challenges in his career, so he set his sights on starting a robo-advisory firm.

Fintech: Combining quant and tech to deliver solutions

Digital wealth management provider Quantifeed has introduced a new model portfolio which is aimed at capturing growth opportunities of the China’s Belt and Road Initiative (BRI).

Quantifeed launches Belt and Road model portfolio

According to Hong-Kong-based Quantifeed CEO Alex Ypsilanti, institutions in the region are realising that digital solutions to wealth management needs are allowing them to re-engage with a significant portion of their client base.

AB+F – Why Asia’s lenders are banking on wealth management

Quantifeed and XTB have launched a model portfolio of exchange traded bond units (XTBs) linked to floating rate notes from Australian corporate issuers that will be available to investors in Australia and across Asia.

Money Management – Quantifeed and XTB launch first XTB ‘Floater’ model portfolio for retail investors

In a market where many competitors have left Millennials in the too hard (or too poor) basket, progressive wealth managers have an opportunity to stake their claim.

Advisor Innovation – An opportunity for wealth managers to better service Millennials

With over a hundred fintech ventures and more than 35 investors and accelerator programs, Hong Kong’s fintech ecosystem is growing at a fast pace.

Fintech News Hong Kong – Fintech in Hong Kong 2017 Startup and Ecosystem Report and Infographic

Hubbis – Digital wealth: automation, deployment, engagement

Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars.

Financial Standard – Quantifeed launches portfolio for car lovers

In April the International Monetary Fund issued its most upbeat outlook for the global economy in years.