"Robo-advisors" are a new class of financial adviser providing financial advice or portfolio management with minimal human intervention. Typically these online services offer algorithm-based portfolio management recommendations via digital channels and are fueled by new techniques to build and manage portfolios of exchange-traded funds (ETFs) and other financial instruments to investors. The rise of robo-advisors and chat bots is also challenging wealth managers to ask themselves what they are doing to ensure continued authenticity, relevance, and engagement with a younger, technologically savvier, more digitally inclined audience. 

Guest Speaker: Freddy Lim & Joo Lee, Stashaway

StashAway is an automated investment engine that helps people to better manage their savings in an intelligent, simple, transparent, and cost-efficient way. 

Their platform is designed to achieve financial goals by taking into consideration the individual's financial situation, investment time-horizon, and risk preferences. The proprietary asset allocation algorithm builds global, customized portfolios across asset-classes that maximize returns for the customer's goals using highly diversified, low-cost ETFs.

Freddy Lim, Chief Investment Officer

Freddy has 15 years experience in cross-asset investing and portfolio management

Freddy gathered years of investment expertise as Managing Director and Global Head of Derivatives Strategy at Nomura. He gained his strong background in cross-asset portfolio at Millennium Capital Management and at CitiGroup, after working at Morgan Stanley, Merrill Lynch, and Lehman Brothers. He holds a Bachelor in Econometrics and Quantitative Economics from Monash University.

Joo Lee, Lead Engineer

Joo has spent last 8 years in finance industry as a software programmer developing front office trading systems for the investment banks like Macquarie, UBS and Goldman Sachs. He recently joined StashAway with the vision of building the accessible, affordable and yet very powerful computerized asset management platform for investors.