Tuesday, July 16, 2024
HomeWealth ManagementTrade veteran takes purpose to how banks provide structured notes

Trade veteran takes purpose to how banks provide structured notes


Beforehand he spent 15 years with Leith Wheeler Funding Council together with eight years as president and CEO and oversaw AUM progress from $4 billion to $13 billion throughout his administration years.

Since leaving CWB he has been semi-retired however shares his business data as a strategic wealth advisor and his choice to advise Fig comes from a long-held concern about the way in which structured merchandise are offered by banks.

“Most traders who’re offered a structured be aware do not know what it’s and the way it works. Via Fig’s software program platform, traders won’t solely acquire extra transparency to this product and its charges, they will even be taught the mechanism of the way it works. This platform is an effective factor for the monetary business. It is a good factor for shoppers,” he mentioned.

Democratizing a $10 trillion market

Fig Investments needs to carry transparency and inclusion to the structured merchandise market, which is value greater than US$10 trillion globally.

Based mostly in Alberta, the fintech was co-founded in 2022 by Guanzhi Ma, CFA and Tony Qian, who’ve deep business expertise in mounted revenue portfolio administration and hyper-scale software program engineering.

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