Overview

We are thrilled to have invited Mr Kevin Li, our newly joined member, to be the speaker for our upcoming exclusive members-only non-CPT bearing free webinar.

Seize the opportunity to stay well-informed about the latest wealthtechs and invest-techs in Asia that are reshaping wealth management in the digital era. Kevin, General Manager and Head of Hong Kong at Syfe, will share insights on how a new cohort of independent wealth management platforms is bringing unique propositions to investors in Asia:

• What is Wealthtech vs Robo-advisor?
• How does Wealthtech differentiate from traditional players?
• How fast are Wealthtechs growing in Asia in terms of AUM and revenue?
• How to assess Wealthtechs' trustworthiness before making any investment?
• Case Study - Syfe (2023 Wealthtech of the Year, Fintech Awards Asia)

           - How did Syfe reach over USD 1.5 Billion AUM in just 4 years?
           - Why and how are different leading financial institutions partnering with Syfe

Gain crucial insights on how to embrace new investment opportunities that wealthtechs can uniquely offer, while also gaining a deeper understanding of the future of digital wealth management. 

Enrolment Period for Honorary Fellows, Senior Fellows, Fellow Members, and Category B or above Corporate Members:

Now until 8 July at 11:59pm

Enrolment Period for all Members, and staff of Corporate Members:

27 June - 8 July at 11:59pm

Register now and we look forward to your presence in this exciting session. Should you have any enquiries, please email to [email protected]

 

Speaker:

Mr Kevin Li
General Manager and Head of Hong Kong, Syfe

Wealthtech Committee Executive Member, FinTech Association of Hong Kong (FTAHK) 

Kevin is the General Manager and Head of Hong Kong at Syfe, a digital investment platform serving customers across the APAC region. He is the Responsible Officer for Syfe’s SFC Type 1, 4, 9 licenses and MPFA Principal Intermediary (PI) license in Hong Kong. Prior to joining Syfe, Kevin was the APAC Head of Digital Engagement at Schroders Investment Management. He is experienced in driving digital business strategy, fintech alliances and strategic joint venture developments. He was instrumental in leading digital wealth advisory partnerships with banks and robo-advisors, helping the company attain the DigFin Best Investment Advisory Award in the 2022 Hong Kong Fintech Week.

He is also an Advisory Board member of the Greater Bay Area Fintech Talent Initiative and executive member of the Wealthtech Committee of FTAHK. Earlier in his career, Kevin was a Digital Transformation Leader in McKinsey & Co driving large-scale business transformation and growth. He also had extensive experience at Deloitte and Accenture leading Digital Innovation, Design Thinking and Agile engagements across financial services, telecoms, retail, FMCG, healthcare and the public sector.