Syfe has appointed Jaclyn Kaur as Head of Wealth Advisory to lead its advisory team in Singapore.
The digital wealth platform, which recently surpassed S$20 billion in assets under management across Asia-Pacific, said Kaur will focus on expanding access to financial advice through technology.
She reports to Ritesh Ganeriwal, Group Head of Investment & Advisory at Syfe.
Kaur brings 16 years of private wealth experience
Kaur brings 16 years of experience in private wealth management. She most recently served as Managing Director and Head of Private Wealth Management at Haitong International.
Her previous roles include positions at ANZ Private Bank, Crédit Agricole and Guotai Junan.
Kaur is a certified family office advisor through the Wealth Management Institute and holds IBF Qualified (Advanced) Level 2 status.
She is also a MAS-licensed representative and holds a Master’s in Wealth Management from Singapore Management University.
Beyond her professional roles, Kaur chairs the Early Careers committee at 100 Women in Finance Singapore and participates in the Singapore Institute of Directors’ Board Readiness Programme.
Syfe expands wealth advisory capabilities
“At the scale Syfe is today across Asia-Pacific, good advice depends on pairing experienced advisers with technology that extends their reach,”
said Ritesh Ganeriwal, Group Head of Investment & Advisory at Syfe.
“In private wealth I saw how much difference good advice makes but how few people can access it,”
said Jaclyn Kaur, Head of Wealth Advisory at Syfe.
Kaur added that technology could make financial advice accessible to more clients across investing, trading and cash management.
Her appointment follows a period of expansion for Syfe, including the recent launch of Income+ Max, an options-based multi-asset strategy targeting monthly payouts at an annualised rate of 8% to 10%.
Syfe has also enhanced its cash management tools and expanded its recurring investment features as it continues developing its digital investment and wealth advisory services.
Featured image credit: Edited by Fintech News Singapore, based on image by mrsiraphol via Magnific
