Kaplan Financial - Fintech
What does it mean
to find the best match robo-advisory provider for your institution? To answer this question, Kaplan has interviewed 16 robo-advisors in both Hong Kong and Singapore and evaluated the quality of their investment performance.

The findings are being released as a white paper titled: Portfolio Allocation Models’ Questionnaire – Inferring the quality of potential investment performance.

Why with us?


  • Key characteristics and types of robos in Asia

  • Who would consider investing with robo-advisors

  • Picking suitable robos

  • Methodology for evaluating robos’ performance, maturity and functional design capabilities

  • Scoring of the 16 robos in Asia (including B2B, B2C and B2HNWI)

  • Implications and recommendations

  • Kaplan is the largest subsidiary of Graham Holdings Company (NYSE:GHC), a leading provider of educational services offering professional training, test preparation, postsecondary education, and K-12 services. Kaplan operates from nearly 300 locations in over 30 countries. In Hong Kong, Kaplan has more than 140 subject matter experts, trainers and instructional designers to deliver world class learning solutions. Whether you are a global corporation with offices in every continent or a business based in Asia, we can deliver commercially relevant programs, in your language, that satisfy complex in-country criteria.

  • 48 of the top 50 financial institutions already reaping the rewards of our training.
    • VP or above from:
    • Private banking
    • Wealth management
    • Family offices
    • Retail banking
    • Asset management
    • Portfolio management
    • Investment management
    • Banking IT
    • Learning and development
    • Human resources
    • Product management
    • Independent financial advisors
    • Hedge fund
    • Private equity
    • Insurance

    Event Details

    Date : 7 June, 2018
    Time : 19:00 - 21:00
    Venue : Metta, 21/F California Tower,
    30-32 D'Aguilar St, Central, Hong Kong



    6:30 - Registration
    7:00 - Opening remarks by Kaplan
    7:10 - Official speech: White paper presentation
    7:45 - Panel Discussion:
    Robo wars: how robo advisor models vary and
    which ones will succeed in Asia
    8:15 Networking drinks and canapés

    PANELISTS


    Moderator: Jame Dibiasio, Co-founder and Editor, DigFin Group
    Panelists: Julian Schillinger, Co-founder, Privè Technologies | Aaron Low, CEO, LUMIQ and Principal, Lumen Advisors | Elena Okhonko, MAS licensed Wealth Manager | Kara Kyung Wha Byun, Investment Director, HSBC | Keng Swee Koh,Executive Director/Head, Treasury Products and Digital Strategy, Wealth Management, DBS HK


    Panel Discussion:

    Robo wars: how robo advisor models vary and which ones will succeed in Asia

    Jame Dibiasio

    Co-founder and Editor, DigFin Group

    Julian Schillinger

    Co-founder, Privè Technologies

    Aaron Low

    CEO, LUMIQ and Principal, Lumen Advisors

    Elena Okhonko

    MAS licensed Wealth Manager

    Kara Kyung Wha Byun

    Investment Director, Strategic Innovation Investments,HSBC

    Keng Swee Koh

    Executive Director/Head, Treasury Products and Digital Strategy, Wealth Management, DBS HK

    Register Now