Wealth Management

Bringing Good Investing To The Masses – Ow Tai Zhi

Ow Tai Zhi is the Co-founder and Chief Investment Officer at AutoWealth Singapore, which provides an investment platform for investors in Asia to achieve low-cost stable market returns. Tai Zhi shares on on his entrepreneurial journey and also how AutoWealth can help to address the pain points of relatively high upfront and recurring fees of…

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Building Robo Advisor for Everyone – Ned Philips

Ned Philips believes that the phrase “Build it and they will come” could not be more wrong. Being the Founder and CEO of Bambu, a B2B Robo Advisor based in Singapore that offers digital wealth services, Ned shares that as the Founder one needs to sell a lot to succeed.   Tell me a little…

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Reinventing Investment Research – Raghav Kapoor

As the CEO and Co-founder of Smartkarma, Asia’s leading marketplace for Investment Research and Data Analytics, Raghav Kapoor firmly believes in the power of technology to solve complex problems, and his team built Smartkarma from the ground up to empower research consumers and analysts to achieve their full potential in an unbundled world.   Tell…

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Revolutionalising Wealth Management – Bhaskar Prabhakara

Bhaskar Prabhakara is the Founder of WeInvest – Asia’s first B2B2C Robo-advisory platform. He shares his passion to revolutionalise  wealth management by providing an end-to-end service to Banks, Investment Advisors & Wealth Managers, at a fraction of their cost of business. Tell me a little bit about yourself. An executive with a proven track record, I have…

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Building Intelligent Portfolios – Chandrima Das

Chandrima Das is the Co-founder and CEO of Bento – a B2B2C Robo Advisor start-up that aids advisors build fundamentally led research based investment portfolios at low cost. She is a mother of two and an avid runner. Tell me a little bit about yourself. After over 18 years of experience in the wealth management & asset…

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Making Investing Accessible and Enjoyable – Michele Ferrario

Michele Ferrario is the Co-Founder and CEO of StashAway – a Singapore-based robo advisor that provides a convenient, digital user experience with personalised portfolios with no minimum balance, no restrictions for withdrawals, and real-person customer service. Michele believes that StashAway empowers customers to reach their financial goals sooner by making investing more accessible and enjoyable. Tell…

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Automating Your Investment – Keir Veskiväli

Keir Veskiväli is the Founder and CEO of Smartly, a robo-advisor that automates investing for millennials. Arising from his desire to help people with their money through bringing transparency and low fees to the equation, Keir shares how he started his entrepreneural journey. Tell me a little bit about yourself. I’m the Founder and CEO of…

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Digitising Wealth Solutions – Julien Le Noble

As Co-Founder of Smartfolios – a Singapore-based company that provides digital wealth and investment solutions to financial institutions– Julien Le Noble shares his experience as an entrepreneur strong of over 20 years experience in financial services across the US, Europe and Asia. Tell me a little bit about yourself. After 20 years in the financial…

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Making Private Equity Accessible – Kelvin Lee

As the co-founder and CEO of Fundnel – a private investment platform that offers unlisted securities in growth and pre-IPO stage companies to a investors – Kelvin Lee shares how his start-up intends to make a difference to SMEs in their pursuit for growth and expansion. Tell me a little bit about yourself. I am the co-founder and…

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Brave New Bond – Rahul Banerjee

As founder of Bondevalue Pte Ltd — a company that is bringing transparency to bonds — Rahul Banerjee is completing a year of his FinTech venture. In this interview, he shares lessons learned during his ongoing entrepreneur journey. Tell me a little about yourself I grew up in India, my father was an Air Force…

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