Saxo Markets HK

Saxo Markets is a licensed subsidiary of Saxo Bank A/S and enables individual and institutional clients to trade more than 40,000 financial instruments globally. Institutional clients such as banks, wealth managers and fintechs, can leverage Saxo’s  Business-as-a-service (Baas) digital value chain to provide a comprehensive set of products and services to their clients. Saxo also offers prime brokerage and execution services to hedge funds, family offices, prop traders, and corporate hedgers, etc.

• Focus on go-to-market strategy, launch and business development for Saxo Markets’ digital wealth management business and serve as a key voice in the Greater China region to ensure that Saxo’s Wealth Management solution/offerings see commercial success in the region.

• Identify new business opportunities, design and specify new functionalities in line with corporate strategy and commercial imperatives and communicate the roadmap clearly to the rest of the organization.

• Operate as a key member of the Greater China/Hong Kong Asset and Wealth Management team either leading or supporting Saxo’s regulatory and licensing needs in the region.

Head of Wealth Management Greater China

AQUMON

AQUMON, is a leading Artificial Intelligence (AI)-based Robo Advisor in Hong Kong. Our mission is to revolutionize the financial industry by bringing professional wealth management services to every individual regardless of age or net worth. We utilize an algorithmic, data and machine learning approach along with an intelligent digital wealth management platform so our clients can gain maximum long term return yet with lower cost, lower risk and higher transparency. AQUMON’s intelligent investment offerings is what sets it apart from its competition and our sights are set to become Asia’s #1 Robo Advisor. 

•	Focusing on increasing brand awareness, client engagement and conversion via traditional and digital Marketing strategies for AQUMON.

•	Lead Sales team to strategize how to address investors' financial needs and in turn increase user base on AQUMON's Robo Advisory platform.

Head of Sales and Marketing

•	Coordinated and orginated investment content, financial solutions, engaging speakers and executed live as a presenter for UBS' client and prospecting events in Hong Kong and mainland China. Client and prospect turnout at such events ranged from 50-1000+ in size.  

•	Curated investment content and responsible for the delivery of UBS' investment strategy with actionable solutions in their weekly investment meeting for all Client Advisors in Hong Kong. Client Advisor attendance of the investment meeting was 200+ weekly. 

•	Creatively addressed and solved how to better connect UBS' investment solutions and house views with Client Advisors and more importantly end clients.

Director of Investment Content

HSBC Private Bank

•	Directly marketed Alternative Investment products (Hedge Funds, Private Equity and Real Estate) to HSBC Private Banking clients. Total group Asia sales during employment period approximately US$250M.

•	Developed quantitative sales analysis to understand sales reach and potentially increase sales for team.

•	Set up roadshows and conducted training presentations on Alternative Investment products for clients and Relationship Managers in Asia. 

•	Provided clients and Relationship Managers with thorough after-sales support on all Alternative Investment products.

Alternative Sales Specialist

•	Provided Family Wealth Advisory clients with quantitative analysis on their investments and portfolio breakdown via HSBC Private Bank’s WeathVision Service.

•	Assisted in client advisory on investment opportunities and portfolio allocation.

Family Wealth Advisory Portfolio Analyst

Ramius LLC

•	Reported to Ramius’ head of Risk Management and supervised 2 risk analysts.

•	Responsible for the creation and management of a strategy-based daily P&L reporting system that increased P&L transparency across Ramius’ trading groups and portfolios.

•	Assisted in the development of an in-house risk management system which gave management a clear understanding of their exposure levels and ultimately helped with their hedging decisions. 

•	Took on a project manager role for numerous ad-hoc risk projects that required communication and oversight between trading groups and back-office departments.

Risk Associate

•	Engineered and maintained an Excel-based tool to streamline the payment process for all of Ramius’ credit default swaps. 

•	Helped minimize counterparty risk by obtaining all CDS confirmations and processing all payments in a timely manner.

Derivatives Support Associate

JPMorgan Chase

•	Assisted Global Derivatives Department by confirming, processing and documenting trades. 

•	Liaised with counterparty clients to obtain confirmations for a variety of derivative deals. Deals consist of but not limited to swaps, caps, floors, and swaptions.

Trade Support Analyst

Over 19-year track record of delivering outsized sales and business development growth from startups to multinational corporations. Extensive US/Hong Kong/China financial markets knowledge and client management experience quickly establishes strong rapport and trust with clients. A dynamic communicator who not only creates excitement and differentiation leading to new business opportunities but also provides inspiring leadership internally. 

If you want to know more, just reach out and ask. Always happy to share and help others.

Ken Shih

Adelton

Providing market analysis and support recommendation to clients through quantitative algorithm modelling to identify potential opportunities for growth.

Developing and implementing strategies that clients are seeking in multiple asset classes and building an automated system for them.

Founder & CEO

Bretcrown Commodities Ltd

US and UK equity trader specialising in fundamental and technical analysis, with experience in executing and monitoring in real-time.

Managed a team of traders to collaborate and discuss price action strategies and combining with the research team to create future trading opportunities with a AMU of 1/4M.

Equity Trader

American Golf

Leading role at the American Golf UK flagship store for providing custom fitting and industry advice to a wide range of high-profile clientele, where my main responsibilities include qualifying, organising and running face-to-face client consultations.

Sales Associate

Multiweldmesh Ltd 

▪ Responsibilities include running quality control of products as well as the development of production schedules which require knowledge and coordination of customer order and supplier deliveries.
▪ Developed experience of working in a cross-team environment, regularly communicating with Sales, Production and Management to ensure the deliveries were met on time. 
▪ Assisting in the coordination of high value sales, requiring in-depth knowledge of product specification, import, manufacture and delivery costs, and market fluctuations to maximise yield.

Engineering Assistant

Rolls-Royce

▪ Responsible for testing and ensuring RR aerospace engines met both client and regulatory requirements, through simulation analysis on ES37 software, further developing key analytical and problem-solving skills as well as time management, often working to strict deadlines. 
▪ Experience working in both internal and external stakeholder projects. I was chosen based on my performance to represent Rolls Royce on a project with TRW Ltd. This involved acting as a key representative of Rolls Royce and working very closely with TRW (often at their premises in Solihull) to conduct tests on the Trent XWB-97K EEC to meet regulatory standards. 
▪ Further developed valuable teamwork skills by working closely with colleagues across the globe, communicating with them through Skype and telecoms. I have been involved in team meetings to discuss targets and progress and have volunteered on multiple occasions to support team members where they have experienced difficulties such as when I went to TRW, conferences in Derby and verification software testing of the Trent 1000-10 aerospace engine at night.

Intern Verification & Validation of high level software integration

A highly motivated, efficient and competitive professional with proven results in hitting and exceeding targets. 

Founded and generated a quant Hedge Fund based off statistical modelling and data-driven decision making. 

Strong interest in financial markets with a determination to provide superior returns and expertise to clients. Seeking an opportunity to build new connections within the financial industry. 

Expertise in derivatives and futures instruments in the US equity sector and now applying my knowledge to  algorithmic strategies with continuous innovation to exceed KPI targets. 

Implemented C++, Python and SQL skillset to build automated systems.

taplio

The Battle

Ken Shih

Adam de Looze

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