Everyone wants to travel, see the world, and experience new cultures. Due to practical constraints, many of us often choose to stay put for the sake of our long-term financial goals such as purchasing a home and saving for retirement. However, what if we told you that travel and long-term planning can actually co-exist?

 

AQUMON’s is committed to simplifying the investment process and providing investment solutions that are right for you! Over the past five years, we have helped countless clients achieve their financial goals. Today, we invited Adriana Lica, former Head of Product Marketing at HSBC Payme, to share her experience of using the AQUMON App. Let’s see how AQUMON’s investment strategies helped Adriana to achieve her financial goals through long-term investing!
 

 

1) Tell us a bit about yourself!

 

My name is Adriana and I’m currently the Director of Growth at Hula, which is a buy-now-pay-later platform. Before working at Hula I was the Head of Product Marketing at HSBC for 4 years where I launched PayMe. I’ve been working around Asia for the past 11 years across Beijing, Hong Kong, Singapore, and New Zealand. 

 

I love to explore new things in my downtime in Hong Kong; whether that’s going to new restaurants or doing a new hike trail or going to an art gallery!

 

 

2) When did you start investing? 

 

I first started investing when I was 18. I was part of an investing club in high school, which inspired me to open up my own account. However after a year or two, I dropped investing completely since other things in my life took priority. I restarted my investment journey six years ago.

 

3) What are your financial goals? 

 

My first investment goal is oriented towards my retirement — I want to have a house in Italy where I can paint in a villa! Secondly, I want to invest into certain projects that align with my passions. For example, I’ve always wanted to invest in starting up a school or education program in Moldova. So I’m investing towards that goal!

 

Related: 3 Money Moves to Make before 2021 Ends

 

 

4) How did you find AQUMON? 

 

While I was working at HSBC, I researched wealth management apps for both professional and personal reasons. I literally just Googled “wealth management apps” and I came across AQUMON!

 

Related: Manual stock-picking vs AQUMON SmartStock portfolios

 

 

5) Has AQUMON been helpful to you? 

 

Helpful isn’t really the word I’d use. Instead, I think it has been very fun! I’m a little bit obsessed with trying out wealth management apps that have anything to do with trading and investing. Robo-advisory is definitely a part of that.

 

 

6) How has your experience with AQUMON been? 

 

Obviously, there have been ups and downs in my investment. However, I never looked at AQUMON as a short-term investment platform. I always saw it as a really long-term platform. Thus, when the markets went down, it didn’t faze me because AQUMON is not a day trading platform for me. In terms of how well my portfolio has performed, it’s been really great honestly! I am now at the point where I’m thinking about shifting some more money from other accounts into AQUMON! 

 

Related: How to Position for Upside and Manage Your Risk

 

Related: Understanding this Recent Correction in Tech Stocks

 

 

 

 

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximise their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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