Redefine Wealth Management with LUMIQ

  • Redefine Wealth Management with LUMIQ

     MINI updated 10 months, 1 week ago 1 Member · 3 Posts
  • MINI

    Organizer
    November 30, 2021 at 5:42 pm

    Redefine Wealth Management with LUMIQ

    LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of institutional wealth management industry veterans to bring smart portfolio optimisation and goal-based financial planning to advisors. LUMIQ is purpose-built to address the unique goals of financial advisors across the entire spectrum of the wealth management industry. LUMIQ empowers advisors to meet their clients’ performance expectations with confidence.

    Unique Selling Points

    * Achieve Better Outcomes: Enhances client wealth performances using global best standards and processes.

    * Unique Optimisers: Creates more optimal client solutions for Institutions, Private Banks, Advisors, Family Offices, HNWls.

    * Proprietary Forward-Looking Engine With Views Blending Features: Proprietary algos generating forward-looking market returns for optimal results in Strategic Asset Allocation and also allows for blending of investor views.

    . Scenario analysis to stress test goals-based objectives.

    * Significantly Scale Up Wealth Advisors P/L: Immediately scale up wealth advisors’ client book, increasing the number of clients that managers can advise and monitor.

    Business Model

    * Subscription-based

    * A modular product offering with different subscription plans for users to choose from.

    * Future expansion (B2C market)

  • MINI

    Organizer
    November 30, 2021 at 5:43 pm

    The professionals behind the LUMIQ platform possess global experience and range from Asset Managers, Hedge Funds, Financial Advisors, Banks and the IMF.

    1) Aaron Low, CFA, Founder & CEO: 20 Years of experience in PIMCO, RCM, Allianz Gl and Lumen as Head of Investment and Strategy Teams Past Chairman of CFA Institute Global Group

    2) Simon Nocera, Partner & CIO: 30 Years as Head of Investment and Strategy with Soros, Putnam, RCM, LGT and previously at the IMF. Founder of Lumen Advisors.

    3) James Jones, Partner & Wealth Management Solutions: 25 Years of Wealth Management experience. Former Governor of CFA Institute.

    4) Lee Yuit Chieng, COO: 35 Years of Investment and Business experience in Financial Institutions. Pioneered indexing and ETFs in Asia at Barclays Global Investors and Vanguard.

    5) Mahmood Jumabhoy, Business Director: 30 Years of Banking and Finance experience globally. Financial Markets and Treasury Divisions of various banks.

    6) Steven Seow, Senior Advisor: Founder and ED of Singapore Consultancy, ex Asia Head of Wealth Management at Mercer, and Director of Banking Wealth Management at EY.

    7) Lennie Lim, Senior Advisor: Ex-CEO, Regional Head of Asia at Legg Mason Global Asset Management and ABN AMRO Asset Management Singapore.

  • MINI

    Organizer
    November 30, 2021 at 5:45 pm

    The team created the platform to address a growing concern among Wealth Advisors, Private Bankers and Clients, specifically on how to improve the quality of investment advice and portfolio performance through a robust fiduciary process.

    Visit https://www.lumiq.com/ for more information.

    Alternatively, you may email kenny.yeo@lumiq.com for further queries.

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