AQUMON’s robo-advised investment solutions received  widespread praise by the market. Since the beginning of 2021, AQUMON has witnessed a 400%* increase in assets under management. 

 

（*Data source: AQUMON as of 2021-10-31）

 

The digitisation of the financial industry is inevitable; with the investment needs of high-net-worth individuals transitioning from traditional modes of distribution towards tech-driven solutions. To take advantage of this new trend, AQUMON is launching an exclusive asset management service to provide select AQUMON users with exclusive investment products and services, aptly named under a new brand of investment solutions, AQUMON Bespoke. 

 

 

AQUMON Bespoke | Private Wealth Management

 

In the past six years, AQUMON has empowered not only the average retail investor, but also financial institutions and professional-grade investors. In response to the ever-growing need for customised investment services by the discerning investor and institution, AQUMON is launching AQUMON Bespoke; customised investment solutions for professional investors. 

 

AQUMON currently services over 150 financial institutions, helping them manage millions of dollars in assets. As an AQUMON Bespoke investor, you will be capitalising on our scientific expertise in servicing the biggest banks and insurance companies in Asia. 

 

Over the past six years, we have conducted rigorous research to develop the most innovative investment products in a simplified manner. In doing so, AQUMON is able to procure a simplified investment experience for all. 

 

 

AQUMON CEO and Co-Founder Kelvin Lei comments: “In Hong Kong and Greater China, the wealth of the middle class is growing rapidly. But because they do not fall into the VHNWI or UHNWI categories, they are unable to benefit from quality investment services that are reserved for the rich. Middle-income customers cannot be ignored when it comes to being serviced with adequate investment advice; AQUMON uses proprietary technology to service the wealth management needs of middle-income earners. This is the innovation AQUMON brings to the wealth management industry.”

 

3 Advantages of AQUMON Bespoke

 

 

• Scientific investing: The markets are in your hands

 

AQUMON’s team of investment scientists have crafted complex investment architectures and quantitative models to construct your investment portfolios. We provide core-and-satellite investment solutions for high-net-worth clients, family offices, and asset managers. 

 

With AQUMON Bespoke, you will be able to capture market upside during unpredictable market events whilst effectively hedging your investment risk. 
 

 

• Comprehensive investment recommendation framework

 

Through our proprietary SmartAdvice investment diagnosis system, Bespoke Clients are able to benefit from more personalised and targeted investment recommendations. These recommendations cover asset classes such as stocks, bonds, ETFs, mutual funds, futures, FX or derivative securities. Our investment recommendations will be made to achieve “alpha allocation”, or excess income over your investment allocation. 

 

• A dedicated team of investment scientists

 

AQUMON has Asia’s largest team of investment scientists and experts. We possess a team of more than 15 PhD holders covering fields such as mathematics, physics, engineering, and computer science. Over 70% of our workforce have worked in leading financial institutions worldwide. 

 

4 Exclusive, Tailor-made Investments

 

Unlike the AQUMON app, AQUMON Bespoke makes asset management more personalised and optimised for professional investors. Bespoke clients will be serviced by an exclusive account manager and a team of investment scientists. From the investors’ point of view, our team will gain a comprehensive understanding of your financial goals, investment needs, risk preference, and investment objectives. Next, our team will help you formulate a professional investment plan tailored to your objectives; your investment scope will include high quality investment strategies that are bespoke to you as a professional investor. 

 

AQUMON Bespoke clients enjoy four major services: 

 

1. Dedicated Investment Advisors

 

Listen to your investment needs

Free portfolio review

Investment Advice

 

2. Hyper-Personalised Investments

 

Core-satellite asset allocation framework

SmartAdvice Investment Diagnosis

Investment examination for scoring and tracking error

 

3. “Alpha Allocation” to Obtain Excess Income and Exclusive Portfolios

 

Reports on expected rate of return, maximum drawdown, volatility and Sharpe ratio

Tailor-made “excess-return” investment allocations

24/7 investment tracking and rebalancing

 

4. Bespoke Benefits

 

Closed-door meetings with our CEO

One-to-one consultations with our chief economist

VIP access to AQUMON TechTalks and offline events

 

 

We are delighted to announce that AQUMON Bespoke will launch next week. Interested in knowing more? Arrange an appointment with one of our investment advisors to discover a new world of scientific investment management. 

 

 

 

 

 

 

 

 

 

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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