Robo Advisor

《是谁为「智慧理财顾问」背书》@『中国风险投资』2018第1期

"Essential elements in robo advisory" - china venture capital journal, 2018 Spring edition

现在以智慧科技辅助管理财富,就像以往折扣券商用电子交易平台在散户市场中,逐渐蚕食个人经纪的市场一样,将成为新常态。 传统的基金公司将专门化成为智能投资平台的产品的供货商,而智能投顾平台则成为提供投资顾问及投资管理的平台。笔者对智慧理财顾问行业的发展也不是全无顾虑的。

Technologies are now employed in wealth management markets, like what technologies were employed in electronic trading platforms at discount brokers to replace some human securities brokers in the past.

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《聊天機械人使用 料趨普及》@『香港經濟日報』

"TRENDY APPLICATIONS OF CHATBOTS IN FINANCIAL SERVICES" - Hong Kong Economic Times

用聊天機械人固然方便,但當中的網絡風險亦需處理。Chatbot can be a convenient channel while cybersecurity threats that are involving should also be addressed.

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按此往『香港經濟日報』(只供訂戶)閱全文 | Read full article on HK Economic Times (for Subscribers) (Chinese only) ]

《「智能理財顧問」的成功關鍵》@ 『資本企業家』

文章《「智能理財顧問」的成功關鍵》刊登於著名商業期刊『資本企業家』 第139期 2016年6月

"Success Factor of Robo Advisory" in renowned business magazine "CAPITAL Entrepreneur", No. 139, June 2016 [This article was published in Chinese.]

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媒體報導:《探索香港金融業新發展》@『IT PRO雜誌』

MEDIA REPORT BY "IT PRO MAGAZINE": FINTECH DEVELOPMENT IN HONG KONG - WEALTH MANAGEMENT PERSPECTIVE

『IT PRO雜誌』報導由湯浩然及其香港電腦學會(HKCS)金融科技專題小組(FTSIG)于4月19日舉辦的金融科技講座,主要討論金融科技在財富管理行業的發展。 Leo and his FinTech SIG team in Hong Kong Computer Society (HKCS) organized FinTech seminar on 19 April 2016 which was reported by IT Pro Magazine.  The theme of seminar was FinTech in wealth management perspective.

 「FTSIG副主席湯浩然亦針對當今快速發展之財富管理行業進行小組討論,觀眾都獲益良多。」"Leo Tong, Vice Chairperson of FinTech SIG of HKCS, moderated a panel discussion about FinTech development in wealth management industry (in the wake of robo advisory) and the discussion was well received by audience."

[ 按此往『IT PRO雜誌』閱全文  |  Read full article (in Chinese only) on IT PRO Magazine ]

《把握智能財富管理的升勢》@『資本企業家』

文章《把握智能財富管理的升勢》刊登於著名商業期刊『資本企業家』 第137期 2016年4月

"Riding on Robo Advisory in Wealth Management" in renowned business magazine "CAPITAL Entrepreneur", No. 137, April 2016 [This article was published in Chinese.]

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