This is the problem statement I set out to explore by starting out on the ambitious ground up research project with Synpulse last year. But best for who? I quickly realized that there are at least three different audiences: retail investors, looking for modern automated ways to manage their wealth; private banks and asset managers, looking for a robo to adopt in their operations; and institutional investors, looking for investment opportunities in Fintech as part of their P/E portfolio allocation. Hence, robo-advisors’ “model inputs” methodology, I have developed, targeted to introduce a common denominator, which would allow various audiences to get…
Author: Elena Okhonko
Author
Elena Okhonko
Elena Okhonko is an independent financial advisor representative of Financial Alliance Pte Ltd. in Singapore, where she works as a wealth manager, providing a wide spectrum of financial planning and investment services to the accredited investors and HNWI clients. She also has private banking accreditations CACS1 & CACS2 in Singapore. Elena is practiced in portfolio construction, mutual funds, structured products, UL, and hedge funds. Elena is Russian by nationality and her key service market is clients from Russia, CIS, and former Soviet Republics as well as other foreigners, residing or having business in Singapore . Ms. Okhonko has graduated from Singapore Management University with Master of science degree in wealth management. In her free time, Ms. Okhonko enjoys reading up on investments and following the markets. She also has a passion for a diverse number of sports: marathon running, triathlons, wakeboarding, surfing, snowboarding, and diving.
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Are you a retail investor? Are you aware of all the investment options available to you in Singapore? What do you know about the new financial innovation called robo-advisory? I posed this exact question to my advanced research paper survey respondents in Singapore. I am a wealth manager, graduating next month and starting my career in the financial advisory industry which is getting tremendously disrupted by financial technology a.k.a., fintech. Instead of fighting the change, I decided to embrace it and learn first-hand about why retail investors like you increasingly prefer robo-advisory services and what robos’ capabilities are particularly attractive.…