Are you tired of complex financial jargon and confusing investment strategies? Discover the power of robo-advisors! Rodo-advisory uses sophisticated technology to create customised investment plans to help you build long-term wealth.
Join us for this StashAway Academy workshop where we'll deep-dive into robo-advisory.
We'll cover topics like:
- What is robo-advisory?
- Why are investors worldwide, and especially in Hong Kong, turning to robo-advisors?
- What are the differences between robo-advisors and traditional advisors?
- What benefits do robo-advisors offer for individual investors?
- How do robo-advisors make investment decisions?
- How to choose the suitable robo-advisor for you?
- How does StashAway support your investment journey?
Whether you're a seasoned investor or new to the world of finance, this workshop will equip you with the knowledge needed to understand robo-advisory and make informed decisions when choosing your robo-advisor.
The workshop will be conducted in English. Let's simplify investing! Register now and bring your friends too.
About the Speakers
Ronald Yim, General Manager, StashAway Hong Kong
Ronald Yim is the General Manager of StashAway Hong Kong. Ronald leads the overall business development and operations at StashAway HK. Prior to StashAway, Ronald was a senior engagement manager at McKinsey Hong Kong and advised leading financial institutions and wealth advisors across Asia on a wide range of strategy, digital and analytics topics. Ronald holds a BSc in Quantitative Finance from The Chinese University of Hong Kong.
Tiffany Chang, Wealth Advisor, StashAway Hong Kong
Tiffany focuses on the wealth-advisory journey at StashAway HK, empowering clients to build long-term wealth. Before StashAway, Tiffany was a Product Specialist at Standard Chartered Private Bank, advising Ultra-High Net Worth clients on mutual funds and alternative investments. Tiffany is a CFA charterholder and a CAIA charterholder. She holds a BSc in Business Administration from The University of Hong Kong.
About StashAway
StashAway is Asia’s leading digital wealth manager that personalises financial planning and portfolio management for both retail and professional investors. Founded in 2017 in Singapore, we currently manage USD 1+ billion of AUM across Singapore, Hong Kong, Malaysia, Thailand and UAE.
In 2020, StashAway was recognised as a Technology Pioneer by The World Economic Forum. In 2023, StashAway was named one of the top 20 fastest-growing companies in APAC by the Financial Times and one of the Top 200 Global Fintech Companies by CNBC.
